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H••••••••• V•••••••• L••

Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· Houston, TXh••••.com

••• Locked

Regulatory AUM
$716M
Form ADV
PE fund assets
$716M
Form ADV
PE funds
6
Form ADV
Investments held
1 of 3
DFX transaction tape
Deals, last 12 months
Not established
Funds and vehiclesTeam (9)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 firmconfirmed, confidence 85%
Basis
R6: 14 of 14 distinct vehicles are sworn Private Equity Funds; 6 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.72bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 14 of 14 distinct vehicles are sworn Private Equity Funds; 6 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Feb 13, 2012 to Mar 29, 2024
RAUM
$716Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
6
PE fund GAV, latest filing
$716Mreported gross assets (Form ADV), not fund size
All private fund GAV
$716Mevery private fund type, latest filing
2024 PE fund GAV
$716Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-03-29, latest gav Private Equity Fund $716M, latest counts Private Equity Fund 6, lifetime distinct Private Equity Fund 14
Employees
9
Headquarters
Houston, TX
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
3 observed deals
Stated by the firm
Sectors
energy, infrastructure
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
majority
Thesis
••• Locked
Observed from deals on record
roles
unknown 3
period
to unknown, from unknown, undated holdings 3, dated observations 0
window
last unknown, first unknown
control
unknown 3
companies
3
geography
investments
3
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

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

Funds
14 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
H••••••••• E•• I• L•
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$657M
as of Mar 29, 2024
no Form DEarly deployment
H•• L•••••• L•
ADV: Private Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$33.0M
as of Mar 29, 2024
no Form DMature
M••••• N•• C•••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2014
first reported on Form ADV
$42.0M
as of May 15, 2014
no Form DWound down
I••• C•••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2013
first reported on Form ADV
$26.5M
as of May 15, 2014
no Form DWound down
E••••••• C•••••••• I• L•
ADV: Private Equity Fund
Co-investment vehicle2013
first reported on Form ADV
$12.1M
as of May 15, 2014
no Form DWound down
H•• I• C•••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2013
first reported on Form ADV
$22,180
as of Mar 29, 2024
no Form DHarvest
H•• I• A•• L•
ADV: Private Equity Fund
Feeder or parallel2013
first reported on Form ADV
$300
as of Mar 29, 2024
no Form DMature
T•••••••• C•••••••• L•
ADV: Private Equity Fund
Co-investment vehicleunknown$26.5M
as of May 15, 2014
no Form DWound down
H••••••••• E••••• P••••••• I•• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$19.3M
as of Mar 29, 2024
no Form DHarvest
E••••••• C•••••••• L•
ADV: Private Equity Fund
Co-investment vehicleunknown$6.8M
as of May 15, 2014
no Form DWound down
H••••••••• E••••• P••••••• I• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$6.7M
as of Mar 29, 2024
no Form DHarvest
H••••••••• E••••• P••••••• ••••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$1,000
as of Mar 30, 2017
no Form DWound down
H••••••••• E••••• P••••••• I• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$1,000
as of Mar 30, 2017
no Form DWound down
H••••••••• E••••• P••••••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$1,000
as of Mar 30, 2017
no Form DWound down
Team
9 current, 3 former
3 former (kept with end dates)
Portfolio
3 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
A• b••• s••••• w••• a• w•••• b••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A••• D••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
H••••••••• I••••••••• A••••• T•• U•••Role unknownunknownunknownunknownunknownFact 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
2 relationships
Placement agents (2)
  • C•••••••• A•••••••• L•• 1 shared · one time · last Jan 1, 2012
  • S• S••••••••• L•• 1 shared · one time · last Jan 1, 2022
LP commitments
1 disclosed
Events
4 most recent
  1. Sep 16, 2026
    Chevron acquires majority stake in the Advanced Clean E••••• Storage project
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  2. Sep 16, 2026
    US DOE Closes $504.4 Million Loan to Advanced Clean E••••• Storage Project for Hydrogen Production and Storage
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  3. Mar 30, 2026
    H••••••••• V•••••••• L••: Private Equity Funds on Form ADV 6 (2024 extract) -> 4 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  4. Feb 13, 2012
    H••••••••• V•••••••• 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••••••••• V•••••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Allocators.

Independent Sponsors1RIA and Wealth1Allocators1

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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