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H••• R•••• R•••••••• M••••••••• L••

Buyout firmClassification probableLower middle marketSEC registered investment adviser· Dallas, TXh•••••••••.com

••• Locked

Regulatory AUM
$233M
Form ADV
PE fund assets
$233M
Form ADV
PE funds
1
Form ADV
Investments held
Not established
Deals, last 12 months
Not established
Funds and vehiclesTeam (16)Transactions
As of · identity and classification; each section below carries its own date
Why this matters
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShow
Class
Buyout firmprobable, confidence 65%
Basis
R6: 1 of 1 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.09bn Private Equity Fund GAV on the Form ADV filed 2024-05-07
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (probable, 65%, cls-pe-1)
    R6: 1 of 1 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 26, 2024 to Mar 31, 2026
RAUM
$233Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
1
PE fund GAV, latest filing
$233Mreported gross assets (Form ADV), not fund size
All private fund GAV
$233Mevery private fund type, latest filing
2024 PE fund GAV
$233Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2026-03-31, latest gav Private Equity Fund $233M, latest counts Private Equity Fund 1, lifetime distinct Private Equity Fund 1
Employees
unknown
Headquarters
Dallas, TX
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
energy
Geography
United States, North America
Revenue
not stated or not yet read
EBITDA
not stated or not yet read
Enterprise value
not stated or not yet read
Equity check
not stated or not yet read
Control
not stated or not yet read
Thesis
••• Locked
Observed from deals on record

Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.

Funds
1 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
H••• R•••• R•••••••• I•• L•
ADV: Private Equity Fund
buyout or unlabelled2023
Form D first sale
$233M
as of Mar 31, 2026
$132MEarly deployment
Team
16 current, 0 former
Partner (5)
Platform (6)
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
Transactions
0 on record
No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
1 relationships
Placement agents (1)
  • M•• G••••• P•••••••• L•• 1 shared · one time · last Jun 27, 2024
LP commitments
0 disclosed
No LP commitment collected yet. An LP edge needs a public disclosure with a quote, such as a pension plan’s report or an announcement naming the LP.
Events
2 most recent
  1. Jul 23, 2025
  2. Mar 26, 2024
Across the graphs

H••• R•••• R•••••••• M••••••••• L•• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.

Independent Sponsors1RIA and Wealth1

Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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