DFX Intelligence
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H••••••••• P•••••••
Buyout firmClassification confirmedMiddle marketSEC registered investment adviser· San Francisco, CAh•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $1.7B
- PE fund assets
- $1.4B
- PE funds
- 13
- Investments held
- 26 of 110
- Deals, last 12 months
- 0
Form ADV
Form ADV
Form ADV
DFX transaction tape
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Graphs 3
- Placement agents 1
- RAUM $1.7B
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 20 of 20 distinct vehicles are sworn Private Equity Funds; 13 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $1.37bn Private Equity Fund GAV on the Form ADV filed 2024-12-14
- Strategies
- PRIVATE CREDIT
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 20 of 20 distinct vehicles are sworn P•••••• Equity Funds; 13 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 14, 2012 to Mar 23, 2026
- RAUM
- $1.7Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 13
- PE fund GAV, latest filing
- $1.4Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.7Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.4Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-12-14, latest gav Private Equity Fund $1.4B, latest counts Private Equity Fund 13, lifetime distinct Private Equity Fund 20
- Employees
- 16
- Headquarters
- San Francisco, CA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
102 observed deals
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
- ••• Locked
Observed from deals on record
- roles
- add on 6, unknown 87, platform 17
- period
- to 2025-01-01, from 1995-01-01, undated holdings 5, dated observations 128
- window
- last 2024-03-22, first 2010-01-05
- control
- control 18, unknown 92
- companies
- 102
- geography
- count 2, share 0.02, value TX, count 1, share 0.01, value NY, count 1, share 0.01, value KS, count 1, share 0.01, value NC
- investments
- 110
- seller kinds
- unknown 1
- transactions
- 23
- cadence by year
- 2010 add ons 1, 2012 platforms 2, 2013 add ons 2, 2018 other deals 1, 2019 add ons 1, platforms 1, 2020 platforms 5, 2021 platforms 1, 2022 platforms 1, other deals 3, 2023 platforms 2, other deals 1, 2024 add ons 2
- platform add on
- add ons 6, platforms 17, add ons per platform 0.35
- sector known for
- 10
- disclosed value usd
- n 0
- sector distribution
- count 3, share 0.029, value media telecom, examples D2C Media, Key Media, Vertical Bridge, count 2, share 0.02, value tech enabled services, examples Veridic Solutions, 365datacenters, count 1, share 0.01, value software, examples Enrollment123, count 1, share 0.01, value healthcare it, examples PARA HealthCare Financial Services, count 1, share 0.01, value business services, examples FIMC, count 1, share 0.01, value specialty distribution, examples Hemasource, count 1, share 0.01, value education, examples Brainfuse
- holding period years
- n 1, median 4.6
- repeat counterparties
- subsector distribution
- count 3, share 0.029, value media telecom, examples D2C Media, Key Media, Vertical Bridge, count 2, share 0.02, value data processing hosting, examples Veridic Solutions, 365datacenters, count 1, share 0.01, value software, examples Enrollment123, count 1, share 0.01, value healthcare it, examples PARA HealthCare Financial Services, count 1, share 0.01, value insurance operations outsourcing, examples FIMC, count 1, share 0.01, value misc durable wholesale, examples Hemasource, count 1, share 0.01, value education, examples Brainfuse
102 companies on the graph (23 transactions); most in media telecom (3); 17 platforms and 6 add-ons; median observed hold 4.6 years (n=1); observed 1995 to 2025
Funds
20 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| H••••••••• C• I•• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $21.1M as of Dec 14, 2024 | no Form D | Unknown | |
| H••••••••• E••••• I•••••••• V••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $247M as of Dec 14, 2024 | no Form D | Unknown | |
| H••••••••• I• C•• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $74.0M as of Dec 14, 2024 | no Form D | Early deployment | |
| H••••••••• E••••• A••••••••• V••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $34.9M as of Dec 14, 2024 | no Form D | Early deployment | |
| H•••••••• E••••• I•••••••• V•• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $580M as of Dec 14, 2024 | no Form D | Successor fundraising | |
| H••••••••• E••••• A••••••••• V• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $27.8M as of Dec 14, 2024 | no Form D | Successor fundraising | |
| H••••••••• E••••• I•••••••• V• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $272M as of Dec 14, 2024 | no Form D | Harvest | |
| H••••••••• E••••• I•••••••• I• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $95.6M as of Dec 14, 2024 | no Form D | Harvest | |
| H••••••••• E••••• A••••••••• V• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $8.2M as of Dec 14, 2024 | no Form D | Harvest | |
| H••••••••• D••• I•••••••• L•• ADV: P•••••• Equity Fund | Credit fund | unknown | $6.6M as of May 13, 2014 | no Form D | Wound down | |
| H••••••••• E••••• P••••••• L••• ADV: P•••••• Equity Fund | Buyout fund | unknown | $5.1M as of Oct 2, 2018 | no Form D | Wound down | |
| H••••••••• E••••• A••••••••• I• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $4.7M as of Dec 14, 2024 | no Form D | Harvest | |
| H••••••••• M•••• F••• L••• ADV: P•••••• Equity Fund | Fund of funds | unknown | $2.8M as of Apr 7, 2020 | no Form D | Wound down | |
| H••••••••• E••••• I•••••••• I•• L••• ADV: P•••••• Equity Fund | Fund of funds | unknown | $1.8M as of Dec 14, 2024 | no Form D | Mature | |
| H••••••••• M•••• F••• S••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $1.6M as of Apr 7, 2020 | no Form D | Wound down | |
| H••••••••• P••••• F••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $1.6M as of Apr 7, 2020 | no Form D | Wound down | |
| H••••••••• E••••• I•••••••• I• L••• ADV: P•••••• Equity Fund | Fund of funds | unknown | $1.3M as of Dec 14, 2024 | no Form D | Mature | |
| H••••••••• E••••• P••••••• a• L••• ADV: P•••••• Equity Fund | Buyout fund | unknown | $162,682 as of Oct 2, 2018 | no Form D | Wound down | |
| H••••••••• E••••• I•••••••• S••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $25,903 as of Dec 14, 2024 | no Form D | Harvest | |
| H••••••••• E••••• I•••••••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $0 as of Mar 29, 2016 | no Form D | Wound down |
Team
30 current, 1 former
Partner (12)
- A••• D••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••••••• C•••••• D••• · Managing Director · since Jul 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- B•••• D• •• O•••• R••••••• · Managing Director · since Mar 1, 1998 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- E•••• •••• W•••••••• · Special Limited Partner · since Jan 1, 1994 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•• N•••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• G• •• O•••• H••••••••• · Managing Director · since Sep 1, 2006 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••• G• •• O•••• H••••••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• H••••••••• · a Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- M••• H••••••••• · a Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- M••• H••••••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- M••• H••••••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- M•••••• C•••••• J•••••• · Special Limited Partner · since Jan 1, 1994 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (1)
- R••••• L•• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (1)
- A••• W•••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (2)
- K•••• P•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••• R•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Analyst (1)
- G•••• M•••••••• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (2)
- S••• M•••••••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••• M••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Business development (1)
- N••• M••••• · Director of Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Board or advisory (1)
- H• I••••• G•••••••• · Trustee Of T•• H• I••••• G•••••••• R•••••••• T•••• · since Dec 1, 1995 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (7)
- A•• L• L•••••••• · Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••••• D• M•••••••• · Fund Administrator and Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• a• •• O•••• R••••••• · Chief Financial Officer · since Sep 1, 1999 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• a• •• O•••• R••••••• · Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• M• •• O•••• N•••••• · Managing Director And Chief Compliance Officer · since May 1, 2001 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K•••• M• F••••••• · Tax Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W•••••• F• G•••••••• · Assistant Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Other (2)
- B•••• D• •• O•••• R••••••• · Senior Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W•••••• N• •• O•••• T•••••••• · Senior Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
1 former (kept with end dates)
- W•••••• N• •• O•••• T•••••••• · Managing Director (Of H••••••••• P••••••• Management Co., Inc.) · Jan 1, 1994 to Oct 2, 2018 Inference
Portfolio
110 relationships, 17 platforms, 6 add-ons
Showing 100 of 110 investments on this record. Private Equity Intelligence opens the rest of this record's rows.
Transactions
24 on record
Placement agents, lenders, advisers and co-investors
3 relationships
Placement agents (1)
- M•• P•••••• F••• A••••••• L•• 1 shared · one time · last Jan 1, 2022
Financial advisers (2)
- C•••••••• G•••••• C•••• 1 shared · one time · last Dec 15, 2023
- K•••• S••••••••• 1 shared · one time · last Dec 15, 2023
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
60 most recent
- Sep 15, 2026Guardian Data Destruction Announces a Strategic Growth Investment from H••••••••• P••••••• and the appointment of Rob A••••• as the New Chief Executive Officer
- Sep 15, 2026H••••••••• P••••••• aligns with industry veteran Dan Eckert to pursue acquisitions in healthcare products and services with a focus on diagnostics
- Sep 15, 2026K•••••• C•••• completes acquisition of X•••••••
- Sep 15, 2026H••••••••• P••••••• Announces Strategic Growth Investment in e•••• S••••••
- Sep 15, 2026TAABS joins H•••••••••-backed platform K•••••• C••••
- Sep 15, 2026H••••••••• P••••••• Announces Strategic Growth Investment in B••••••••
- Sep 15, 2026H••••••••• P••••••• Announces Acquisition and Merger of Auracal Senior Home Care and Schwartz Family Home Care Under EVAL Home Health S••••••••, LLC
- Sep 15, 2026H••••••••• P••••••• Announces Strategic Growth Investment in K•• M••••
- Sep 15, 2026H••••••••• P••••••• Announces New Team Member and Two Promotions
- Sep 15, 2026PeopleWorks Holdings Acquires Accusource and PeopleG2
- Sep 15, 2026H••••••••• P••••••• Invests in M••••• V••••••• P•••••••••
- Sep 15, 2026H••••••••• P••••••• Invests in V•••••• S••••••••
- Sep 15, 2026E•• S•••••• C•••••• Receives Investment from H••••••••• P•••••••
- Sep 15, 2026H••••••••• P••••••• Invests in A•••••, LLC
- Sep 15, 2026H••••••••• P••••••• invests in M•••••••••, LLC
- Sep 15, 2026H••••••••• P••••••• Invests In E•••••••••, Inc.
- Sep 15, 2026H••••••••• P••••••• Invests in D•• M••••
- Sep 15, 2026HFRI Acquisition Extends Revenue Cycle Capabilities
- May 1, 2025CellBio Scientific Acquires BioChain to Strengthen Leadership in Cellular Models and Preclinical R•••••••
- Apr 10, 2025CellBio Scientific Appoints C•••••• Miller as Founding CEO to Lead Post-Acquisition Growth and Innovation
- Jan 7, 2025ONRAD Inc. Acquires Direct Radiology
- Dec 15, 2023TAABS joins H•••••••••-backed platform K•••••• C••••
- Dec 15, 2023TAABS joins H•••••••••-backed platform K•••••• C••••
- Dec 15, 2023H••••••••• P••••••• Announces Strategic Growth Investment in e•••• S••••••
- Dec 12, 2022H••••••••• P••••••• Announces Strategic Growth Investment in B••••••••
- Aug 16, 2022H••••••••• P••••••• Announces Strategic Growth Investment in K•• M••••
- Aug 16, 2022H••••••••• P••••••• Announces Strategic Growth Investment in K•• M••••
- Feb 7, 2022Equifax Completes Acquisition of Efficient Hire
- Jan 5, 2022H••••••••• P••••••• Invests in M••••• V••••••• P•••••••••
- Sep 22, 2021H••••••••• P••••••• Invests in V•••••• S••••••••
- Jul 22, 2021HFRI Acquires Leading Zero Balance Recovery F•••
- Jun 30, 2021QMC Telecom closes R$ 500 million debt financing for new investments in Brazil
- Dec 22, 2020E•• S•••••• C•••••• Receives Investment from H••••••••• P•••••••
- Dec 22, 2020E•• S•••••• C•••••• Receives Investment from H••••••••• P•••••••
- Nov 3, 2020H••••••••• P••••••• Invests in A•••••, LLCPlatform investmentFactA•••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Oct 12, 2020H••••••••• P••••••• invests in M•••••••••, LLC
- Jul 29, 2020H••••••••• P••••••• Invests In E•••••••••, Inc.
- Oct 23, 2019H••••••••• P••••••• Invests in D•• M••••
- Sep 28, 2018Citixsys Announces Strategic Investment From H••••••••• P••••••• for Next Phase of Accelerated Growth
- Sep 28, 2018Citixsys Announces Strategic Investment From H••••••••• P••••••• for Next Phase of Accelerated Growth
- Mar 23, 2018Eureka Entertainment acquires Universal Gaming Group
- Dec 4, 2017D•••• M. Engert Joins ONRAD, Inc. as President & CEO
- Nov 28, 2017ProS•••••• Hawaii acquired by FFL Partners
- Jan 9, 2017H••••••••• P••••••• Makes a Minority Investment in Calo Programs
- Oct 24, 2016H••••••••• P••••••• Acquires Legacy Iron Mountain Australia Business; Re-Brands as ZircoDATA
- Oct 18, 2016Casamba Announces Three-Company Merger with H•••••••••-Backed HealthWyse and TherapySource
- Feb 3, 2016H••••••••• P••••••• Closes Investment in Sprout Health Group
- Sep 24, 2015ProS•••••• Names Tim Kan, VP of Sales and Account Management
- Sep 15, 2015S••••••Source appoints Morris Chief HR Officer
- Aug 26, 2015OASIS acquires Arc Data Storage
- Aug 14, 2015LDI Acquired by Wolters Kluwer
- Jul 2, 2015OASIS Acquires Securitas Data and Archief
- Jun 26, 2015WCCT Global Completes Growth Equity Financing
- Jun 8, 2015S••••••Source appoints B•••• Delaney as COO
- Apr 6, 2015A•••••• Partners with Latin A••••••’s Leading M••••• Provider
- Feb 11, 2015Circle Graphics Acquires CafePress Art Division
- Nov 17, 2014S••••••Source Names C••••topher Carrington CEO
- Oct 2, 2014Circle Graphics Acquires Mammoth M••••
- Jul 24, 2014H••••••••• Sells HemaSource to Graham Partners
- Jul 24, 2014H••••••••• Sells HemaSource to Graham Partners
Across the graphs
H••••••••• P••••••• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Private Credit.
Independent Sponsors1RIA and Wealth1Private Credit1
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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