Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.

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Firms / H• B••••• A•••• M••••••••• L••

H• B••••• A•••• M••••••••• L••

Buyout firmLower middle marketSan Francisco, CAb•••••••.comSEC registered investment adviser

H. B••••• Asset Management

Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 8 of 13 distinct vehicles are sworn Private Equity Funds; 8 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.37bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 8 of 13 distinct vehicles are sworn Private Equity Funds; 8 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 30, 2012 to Mar 28, 2024
RAUM
$1.3Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
8
PE fund GAV, latest filing
$367Mreported gross assets (Form ADV), not fund size
All private fund GAV
$1.3Bevery private fund type, latest filing
2024 PE fund GAV
$367Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
62%
Fund type mix
filed 2024-03-28, latest gav Other Private Fund $914M, Private Equity Fund $367M, latest counts Other Private Fund 5, Private Equity Fund 8, lifetime distinct Other Private Fund 5, Private Equity Fund 8
Employees
14
Headquarters
San Francisco, CA
Office address
135 MAIN STREET, SUITE 850, San Francisco, CA, 94105
Business phone
415-231-5172
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
not stated or not yet read
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
not stated or not yet read
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
13 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
H• B••••• V•••••• S••••• V• L••
ADV: Other Private Fund
Fund of funds2023
first reported on Form ADV
$126M
as of Mar 28, 2024
no Form DEarly deployment
H• B••••• C•••••••• F••• V• L••
ADV: Private Equity Fund
Co-investment vehicle2023
first reported on Form ADV
$70.4M
as of Mar 28, 2024
no Form DEarly deployment
H••• B•••• L••
ADV: Private Equity Fund
SPV2023
first reported on Form ADV
$4.5M
as of Mar 28, 2024
no Form DUnknown
H••• C•••• L••
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$2.0M
as of Mar 28, 2024
no Form DUnknown
H••• J•• L••
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$665,385
as of Mar 28, 2024
no Form DUnknown
H• B••••• V•••••• S••••• I•• L••
ADV: Other Private Fund
Fund of funds2021
first reported on Form ADV
$245M
as of Mar 28, 2024
no Form DUnknown
H• B••••• C•••••••• F••• I•• L••
ADV: Private Equity Fund
Co-investment vehicle2021
first reported on Form ADV
$46.1M
as of Mar 28, 2024
no Form DUnknown
H• B••••• V•••••• S••••• I••• L••
ADV: Other Private Fund
Fund of funds2018
first reported on Form ADV
$218M
as of Mar 28, 2024
no Form DMature
H• B••••• C•••••••• F••• I••• L••
ADV: Private Equity Fund
Co-investment vehicle2017
first reported on Form ADV
$48.2M
as of Mar 28, 2024
no Form DMature
H• B••••• V•••••• S••••• I•• L••
ADV: Other Private Fund
Fund of funds2015
first reported on Form ADV
$198M
as of Mar 28, 2024
no Form DHarvest
H• B••••• C•••••••• I• F•••• L••
ADV: Private Equity Fund
Co-investment vehicle2014
first reported on Form ADV
$136M
as of Mar 28, 2024
no Form DHarvest
H• B••••• V•••••• S•••••• L••
ADV: Other Private Fund
Fund of fundsunknown$128M
as of Mar 28, 2024
no Form DHarvest
H• B••••• C•••••••• F•••• L••
ADV: Private Equity Fund
Fund of fundsunknown$58.2M
as of Mar 28, 2024
no Form DMature
Team
2 current, 0 former
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
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
1 most recent
  1. Mar 30, 2012
    H• B••••• A•••• M••••••••• L•• first filed Form ADV in the extract (ERA)
    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• B••••• A•••• M••••••••• L•• is the same institution as 3 records in Venture Capital, Independent Sponsors and RIA and Wealth.

Venture Capital1Independent 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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