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Firms / H••• C•••••• P••••••• L••

H••• C•••••• P••••••• L••

Fund of funds · probableUpper middle marketSan Francisco, CAh•••••••••.comSEC registered investment adviser

At Pathstone, we’re seeking to redefine what it means to be a modern advisor.

Classification
Class
Fund of fundsprobable, confidence 75%
Basis
R1: 84 of 87 admitted vehicles carry the sworn fund-of-funds flag
Size band
Upper middle marketdefined by: proxy: $6.81bn Private Equity Fund GAV on the Form ADV filed 2024-05-06
Classification history (1)
  1. Sep 13, 2026
    Fund of funds (probable, 75%, cls-pe-1)
    R1: 84 of 87 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 30, 2012 to May 6, 2024
RAUM
$50Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
44
PE fund GAV, latest filing
$6.8Breported gross assets (Form ADV), not fund size
All private fund GAV
$11Bevery private fund type, latest filing
2024 PE fund GAV
$6.8Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
71%
Fund type mix
filed 2024-05-06, latest gav Hedge Fund $437M, Real Estate Fund $289M, Other Private Fund $3.7B, Private Equity Fund $6.8B, latest counts Hedge Fund 2, Real Estate Fund 6, Other Private Fund 6, Private Equity Fund 44, lifetime distinct Hedge Fund 3, Real Estate Fund 6, Other Private Fund 18, Private Equity Fund 66
Employees
175
Headquarters
San Francisco, CA
Office address
ONE MARITIME PLAZA, SUITE 650, San Francisco, CA, 94111
Business phone
415-288-0544
Stated criteria beside observed behaviour
19 observed deals
Stated by the firm
Sectors
infrastructure, real estate, technology, environmental services, building products
Geography
not stated or not yet read
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
With investment, planning, operations, and professional services all under one roof, we seek to create efficiency, clarity, and momentum across many dimensions of your life, family office, or institution.
Observed from deals on record
roles
unknown 19
period
to unknown, from unknown, undated holdings 19, dated observations 0
window
last unknown, first unknown
control
unknown 19
companies
19
geography
investments
19
seller kinds
transactions
0
cadence by year
platform add on
add ons 0, platforms 0, add ons per platform unknown
sector known for
0
disclosed value usd
n 0
sector distribution
holding period years
n 0
repeat counterparties
subsector distribution

19 companies on the graph (0 transactions); no dated observations

Funds
87 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
A•••• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$1.0B
as of May 6, 2024
no Form DUnknown
A•••• L••
ADV: Other P•••••• Fund
SPV2024
first reported on Form ADV
$341M
as of May 6, 2024
no Form DUnknown
H•• P•••••• E••••• F••• X•• L•••
ADV: P•••••• Equity Fund
Fund of funds2023
first reported on Form ADV
$327M
as of May 6, 2024
no Form DEarly deployment
H•• E•••• S•••• V•••••• F•••• L••• • S••••• 4•
ADV: P•••••• Equity Fund
Fund of funds2023
first reported on Form ADV
$52.8M
as of May 6, 2024
no Form DEarly deployment
H•• P•••••• E••••• F••• X•••• L•••
ADV: P•••••• Equity Fund
Fund of funds2023
first reported on Form ADV
$41.2M
as of May 6, 2024
no Form DEarly deployment
H•• P•••••• E••••• F••• X• L•••
ADV: P•••••• Equity Fund
Fund of funds2022
first reported on Form ADV
$291M
as of May 6, 2024
no Form DUnknown
H•• E•••• S•••• V•••••• F•••• L••• • S••••• 3•
ADV: P•••••• Equity Fund
Fund of funds2022
first reported on Form ADV
$113M
as of May 6, 2024
no Form DUnknown
H•• P• I• I••••••••• L•••
ADV: P•••••• Equity Fund
Fund of funds2022
first reported on Form ADV
$53.8M
as of May 6, 2024
no Form DUnknown
H•• A• 2••• I••••••••• L•••
ADV: P•••••• Equity Fund
Fund of funds2022
year in the fund name
$53.2M
as of May 6, 2024
no Form DUnknown
H•• F••• C••••••••• I•••••••• F••• I••• L•••
ADV: P•••••• Equity Fund
Fund of funds2022
first reported on Form ADV
$52.5M
as of May 6, 2024
no Form DUnknown
H•• C••••• F••• I• L•••
ADV: P•••••• Equity Fund
Fund of funds2022
first reported on Form ADV
$44.5M
as of May 6, 2024
no Form DEarly deployment
H•• P•••••• E••••• F••• X••• L•••
ADV: P•••••• Equity Fund
Fund of funds2022
first reported on Form ADV
$38.9M
as of May 6, 2024
no Form DUnknown
H•• A• C••••• 2••• I••••••••• L•••
ADV: P•••••• Equity Fund
Fund of funds2022
year in the fund name
$24.3M
as of May 6, 2024
no Form DEarly deployment
H•• P•••••• E••••• F••• I•• L•••
ADV: P•••••• Equity Fund
Fund of funds2020
first reported on Form ADV
$279M
as of May 6, 2024
no Form DMature
H•• E•••• S•••• V•••••• F•••• L••• • S••••• 2•
ADV: P•••••• Equity Fund
Fund of funds2020
first reported on Form ADV
$70.4M
as of May 6, 2024
no Form DSuccessor fundraising
H•• P•••••• E••••• F••• I•••• L•••
ADV: P•••••• Equity Fund
Fund of funds2020
first reported on Form ADV
$47.9M
as of May 6, 2024
no Form DMature
H•• F••• C••••••••• I•••••••• F••• I•• L•••
ADV: P•••••• Equity Fund
Fund of funds2020
first reported on Form ADV
$42.8M
as of May 6, 2024
no Form DMature
H•• E•••• S•••• V•••••• F•••• L••• • S••••• 1•
ADV: P•••••• Equity Fund
Fund of funds2019
first reported on Form ADV
$71.5M
as of May 6, 2024
no Form DMature
H•• Q•• V• I••••••••• L•••
ADV: P•••••• Equity Fund
Fund of funds2019
first reported on Form ADV
$59.1M
as of May 6, 2024
no Form DMature
H•• B• 1••• I••••••••• L•••
ADV: P•••••• Equity Fund
Fund of funds2019
first reported on Form ADV
$8.6M
as of May 6, 2024
no Form DMature
H•• P•••••• E••••• F••• V•••• L•••
ADV: P•••••• Equity Fund
Fund of funds2018
first reported on Form ADV
$291M
as of May 6, 2024
no Form DMature
H•• P•••••• E••••• F••• V•••••• L•••
ADV: P•••••• Equity Fund
Fund of funds2018
first reported on Form ADV
$63.8M
as of May 6, 2024
no Form DMature
H•• F••• C••••••••• I•••••••• F••• I• L•••
ADV: P•••••• Equity Fund
Fund of funds2018
first reported on Form ADV
$45.8M
as of May 6, 2024
no Form DMature
A•••• L•
ADV: P•••••• Equity Fund
Fund of funds2017
first reported on Form ADV
$1.1B
as of May 6, 2024
no Form DUnknown
A•••• L•
ADV: P•••••• Equity Fund
Fund of funds2017
first reported on Form ADV
$1.1B
as of May 6, 2024
no Form DUnknown
A•••• L•
ADV: P•••••• Equity Fund
Fund of funds2017
first reported on Form ADV
$875M
as of May 6, 2024
no Form DUnknown
H•• W••• X•• I••••••••• L•••
ADV: P•••••• Equity Fund
Fund of funds2016
first reported on Form ADV
$29.9M
as of May 6, 2024
no Form DHarvest
H•• W••• X•• I••••••••• L•••
ADV: P•••••• Equity Fund
Fund of funds2016
first reported on Form ADV
$11.0M
as of May 6, 2024
no Form DHarvest
E• I••••••••• F•••• L•••
ADV: Other P•••••• Fund
Fund of funds2015
first reported on Form ADV
$1.7B
as of May 6, 2024
no Form DMature
H•• P•••••• E••••• F••• V••• L•••
ADV: P•••••• Equity Fund
Fund of funds2015
first reported on Form ADV
$187M
as of May 6, 2024
no Form DUnknown
H•• E••••• a•• N•••••• R•••••••• F•••• L•••
ADV: P•••••• Equity Fund
Fund of funds2015
first reported on Form ADV
$42.2M
as of May 6, 2024
no Form DHarvest
H•• C•••• C•••••• A••••••••• F•••• L•••
ADV: Other P•••••• Fund
buyout or unlabelled2014
first reported on Form ADV
$362M
as of May 6, 2024
no Form DHarvest
H•• B• 2••• I••••••••• L•••
ADV: P•••••• Equity Fund
Fund of funds2014
year in the fund name
$23.7M
as of May 6, 2024
no Form DMature
A••• L•
ADV: Other P•••••• Fund
Fund of funds2013
first reported on Form ADV
$1.1B
as of May 6, 2024
no Form DMature
H•• P•••••• E••••• F••• V•• L•••
ADV: P•••••• Equity Fund
Fund of funds2013
first reported on Form ADV
$98.2M
as of May 6, 2024
no Form DHarvest
H•• P•••••• E••••• F••• V• •••••••• L•••
ADV: P•••••• Equity Fund
Fund of funds2013
first reported on Form ADV
$23.7M
as of Jul 31, 2014
no Form DWound down
H•• C•• V• I••••••••• L•••
ADV: P•••••• Equity Fund
Fund of funds2013
first reported on Form ADV
$14.6M
as of May 6, 2024
no Form DHarvest
H•• W••• X• I••••••••• L•••
ADV: P•••••• Equity Fund
Fund of funds2013
first reported on Form ADV
$13.1M
as of May 6, 2024
no Form DHarvest
H•• R•• I•• I••••••• P•••••••• L•••
ADV: P•••••• Equity Fund
Fund of funds2013
first reported on Form ADV
$0
as of Jul 14, 2017
no Form DUnknown
H•• C•••• P• 2••• F•••• L•••
ADV: P•••••• Equity Fund
Fund of funds2009
year in the fund name
$39.7M
as of May 6, 2024
no Form DHarvest
H•• C•••• P• 2••• F••• •••••••• L•••
ADV: P•••••• Equity Fund
Fund of funds2009
year in the fund name
$8.4M
as of Jul 31, 2014
no Form DWound down
H•• C•••• P• 2••• I••••••• P••••••• L•••
ADV: P•••••• Equity Fund
Fund of funds2009
year in the fund name
$190,562
as of Jul 14, 2017
no Form DMature
H•• A••••••• R••••• F•••• L•••
ADV: Other P•••••• Fund
Fund of fundsunknown$758M
as of Jul 31, 2014
no Form DWound down
H•• A••••••• R••••• F••• O••••••• F•••••• L•••
ADV: Other P•••••• Fund
Fund of fundsunknown$541M
as of Jul 31, 2014
no Form DWound down
H•• G••••• I••••••••• F•••• L•••
ADV: Hedge Fund
Fund of fundsunknown$273M
as of May 6, 2024
no Form DHarvest
H•• G••••• I••••••••• F•••••• L•••
ADV: Hedge Fund
Fund of fundsunknown$164M
as of May 6, 2024
no Form DMature
H•• S•••••• O••••••••• F•••• L•••
ADV: Other P•••••• Fund
Fund of fundsunknown$128M
as of Jul 31, 2014
no Form DWound down
H•• A••••••• R••••• F••• M••••• F•••••• L••
ADV: Other P•••••• Fund
Fund of fundsunknown$120M
as of May 6, 2024
no Form DHarvest
H•• S•••••• O••••••••• M••••• F•••• L••
ADV: Other P•••••• Fund
Fund of fundsunknown$111M
as of May 6, 2024
no Form DMature
H•• A••••••• R••••• F••• A•• L•••
ADV: Other P•••••• Fund
Fund of fundsunknown$86.3M
as of Jul 31, 2014
no Form DWound down
H•• A••••••• R••••• F••• O••••••• F••••• A•• L•••
ADV: Other P•••••• Fund
Fund of fundsunknown$57.2M
as of Jul 31, 2014
no Form DWound down
H•• P•••••• E••••• F••• V• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$56.8M
as of May 6, 2024
no Form DHarvest
H•• A••••••• R••••• F••• M••••• F••••• A•• L••
ADV: Other P•••••• Fund
Fund of fundsunknown$55.1M
as of Nov 3, 2021
no Form DWound down
H•• P•••••• E••••• F••• I••• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$36.8M
as of May 6, 2024
no Form DHarvest
H•• R••• A••••• F••• I••• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$24.8M
as of May 6, 2024
no Form DHarvest
H•• B•• I• I••••••••• L•••
ADV: Other P•••••• Fund
Fund of fundsunknown$20.2M
as of Jul 31, 2014
no Form DWound down
H•• M•• H• I••••••••• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$18.8M
as of May 6, 2024
no Form DHarvest
H•• P•••••• E••••• F••• I•• •••••••• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$15.7M
as of Jul 31, 2014
no Form DWound down
H•• R••• A••••• F••• I•• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$15.7M
as of May 6, 2024
no Form DHarvest
H•• P•••••• E••••• F••• I• •••••••• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$15.0M
as of Jul 31, 2014
no Form DWound down
H•• P•••••• E••••• F••• V• •••••••• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$14.5M
as of Jul 31, 2014
no Form DWound down
H•• P•••••• E••••• F••• I•• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$13.9M
as of May 6, 2024
no Form DHarvest
M••• P••••••• I• L••
ADV: Other P•••••• Fund
Fund of fundsunknown$11.0M
as of Jul 14, 2017
no Form DMature
H•• S•••••• O••••••••• F••• O••••••• F•••••• L•••
ADV: Other P•••••• Fund
Fund of fundsunknown$10.6M
as of Jul 31, 2014
no Form DWound down
H•• P•••••• E••••• F••• I•• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$9.4M
as of Nov 3, 2021
no Form DWound down
H•• P•••••• E••••• F•••• L•••
ADV: Hedge Fund
Fund of fundsunknown$4.3M
as of Nov 3, 2021
no Form DWound down
H•• G•• I••••••• P•••••••• L•••
ADV: Other P•••••• Fund
Fund of fundsunknown$4.2M
as of Jul 14, 2017
no Form DActive deployment
H•• R••• A••••• F•••• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$4.0M
as of Jul 14, 2022
no Form DWound down
H•• B•• X• I••••••••• L••
ADV: P•••••• Equity Fund
Fund of fundsunknown$4.0M
as of May 6, 2024
no Form DMature
H•• P•••••• E••••• F••• o• F•••• •••••••• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$3.2M
as of Jul 31, 2014
no Form DWound down
M••• P••••••• I•• L••
ADV: Other P•••••• Fund
Fund of fundsunknown$1.7M
as of Jul 14, 2017
no Form DMature
H•• N•• I• I••••••••• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$1.1M
as of May 6, 2024
no Form DHarvest
H•• W••• X• I••••••••• L••
ADV: P•••••• Equity Fund
Fund of fundsunknown$937,881
as of May 6, 2024
no Form DHarvest
H•• V• X• I••••••••• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$902,575
as of May 6, 2024
no Form DHarvest
M••• P••••••• V•• L••
ADV: P•••••• Equity Fund
Fund of fundsunknown$545,721
as of Jul 14, 2017
no Form DMature
H•• V• I• I••••••••• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$419,832
as of Nov 3, 2021
no Form DWound down
H•• P• I• I••••••• P•••••••• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$177,137
as of Jul 14, 2017
no Form DMature
H•• R•• I• I••••••• P••••••• L•
ADV: P•••••• Equity Fund
Fund of fundsunknown$121,896
as of Jul 14, 2017
no Form DHarvest
H•• N• V•• B••• I••••••••• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$93,517
as of Nov 3, 2021
no Form DWound down
H•• C•• I••••••• P•••••••• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$3,475
as of Nov 24, 2015
no Form DWound down
H•• P• V• I••••••• P•••••••• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$0
as of Jul 14, 2017
no Form DMature
M••• P••••••• V• L••
ADV: P•••••• Equity Fund
Fund of fundsunknown$0
as of Jul 14, 2017
no Form DHarvest
H•• C••••• D••••••••• F•••••• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$0
as of Nov 24, 2015
no Form DWound down
H•• C••••• D••••••••• F•••• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$0
as of Nov 24, 2015
no Form DWound down
H•• S•• I• I••••••••• L•••
ADV: Other P•••••• Fund
Fund of fundsunknown$0
as of Jul 29, 2020
no Form DWound down
M••• P••••••• I•• L••
ADV: P•••••• Equity Fund
Fund of fundsunknown$0
as of Jul 14, 2017
no Form DHarvest
M••• P••••••• I••• L••
ADV: P•••••• Equity Fund
Fund of fundsunknown$0
as of Jul 14, 2017
no Form DHarvest
Team
40 current, 16 former
Partner (19)
Board or advisory (9)
Platform (3)
16 former (kept with end dates)
Portfolio
19 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
A••••••••• b•••• f•• c••••••• p••••••••• a•• r•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
D••••••••• c••••••• a•• e•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E•••• s••••••• s••••• w••• c•••••• o• p•••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
F••••• O••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
F•••••••• d••••••••• a•••••• w••• y••• i••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
F••••••••• f•• t••••• s••••••• f•• t••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
G••••••• f•• t•• n••• p•••• o• y••• j•••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
G•••••• t••••••••• a•• u•••••••• o•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I••••••••• • F•••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I••••••••• S••••••• • M•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P••••••••• w••• m••••••• a••••• m••• d•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
R••••• t•• s•••••••• D••••••••• e•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••••••• i• t•• e••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••••• t••• c••••••• l••• a•• w••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••••••• t••• a•• t• p••••••• c•••••• a•• c•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••••••• u•••• a••••• g•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•••••• v••••• i••• l•••••• i••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
W••••••••• a• t•• f••••••••• o• w••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
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
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
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. Sep 1, 2026
    Adviser CRD 106759 is not on the SEC registered or exempt adviser roster of 2026-09-01
    Adviser off rosterInferenceSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Mar 30, 2012
    H••• C•••••• P••••••• L•• first filed Form ADV in the extract (IA)
    First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Across the graphs

H••• C•••••• P••••••• L•• is the same institution as 3 records in RIA and Wealth, Private Credit and Real Estate Funds.

RIA and Wealth1Private Credit1Real Estate Funds1

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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