DFX Intelligence
Private Equity Intelligence
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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Firms / H•••••• B•••
H•••••• B•••
Fund of funds · probableLower middle marketAtlanta, GAh•••••••••.comSEC registered investment adviser
Expert Advice. Exceptional Care. Enduring Peace of Mind.™
Classification
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 13 of 14 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- Lower middle marketdefined by: proxy: $0.45bn Private Equity Fund GAV on the Form ADV filed 2024-12-10
- Strategies
- REAL ESTATE PE
Classification history (2)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-2)R1: 13 of 14 admitted vehicles carry the sworn fund-of-funds flag
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 15 of 16 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Oct 1, 2021 to Dec 10, 2024
- RAUM
- $15Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 11
- PE fund GAV, latest filing
- $450Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $693Mevery private fund type, latest filing
- 2024 PE fund GAV
- $450Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 59%
- Fund type mix
- filed 2024-12-10, latest gav Real Estate Fund $243M, Private Equity Fund $450M, latest counts Real Estate Fund 6, Private Equity Fund 11, lifetime distinct Real Estate Fund 8, Other Private Fund 1, Private Equity Fund 13
- Employees
- 180
- Headquarters
- Atlanta, GA
- Office address
- 3550 LENOX RD, SUITE 2700, Atlanta, GA, 30326
- Business phone
- 404-264-1400
Stated criteria beside observed behaviour
26 observed deals
Stated by the firm
- Sectors
- financial services
- 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
- We invest in credentialed wealth advisors, including CFA charterholders and CFP® professionals, bringing specialized knowledge to our clients.
Observed from deals on record
- roles
- unknown 26
- period
- to unknown, from unknown, undated holdings 26, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 26
- companies
- 26
- geography
- investments
- 26
- 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
26 companies on the graph (0 transactions); no dated observations
Funds
14 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| P•••••••• O••••••••• F••• V•• L••• ADV: Private Equity Fund | Fund of funds | 2024 first reported on Form ADV | $52.7M as of Dec 10, 2024 | no Form D | Unknown | |
| P•••••••• C••••• O••••••••• F••• I••• L••• ADV: Private Equity Fund | Fund of funds | 2024 first reported on Form ADV | $33.2M as of Dec 10, 2024 | no Form D | Unknown | |
| P•••••••• C••••• O••••••••• F••• I•• L••• ADV: Private Equity Fund | Fund of funds | 2023 first reported on Form ADV | $90.3M as of Dec 10, 2024 | no Form D | Early deployment | |
| 2••• O••••••••• F•••• L••• ADV: Private Equity Fund | Fund of funds | 2017 year in the fund name | $44.6M as of Dec 10, 2024 | no Form D | Unknown | |
| 2••• R••• E••••• O••••••••• F•••• L••• ADV: Private Equity Fund | Real estate fund | 2017 year in the fund name | $11.7M as of Dec 10, 2024 | no Form D | Unknown | |
| 2••• O••••••••• F•••• L••• ADV: Private Equity Fund | Fund of funds | 2015 year in the fund name | $50.5M as of Dec 10, 2024 | no Form D | Unknown | |
| 2••• O••••••••• F•••• L• ADV: Private Equity Fund | Fund of funds | 2008 year in the fund name | $26.1M as of Dec 10, 2024 | no Form D | Unknown | |
| P•••••••• O••••••••• F••• V• L••• ADV: Private Equity Fund | Fund of funds | unknown | $54.9M as of Dec 10, 2024 | no Form D | Unknown | |
| P•••••••• O••••••••• F••• I•• L••• ADV: Private Equity Fund | Fund of funds | unknown | $41.9M as of Dec 10, 2024 | no Form D | Unknown | |
| P•••••••• C••••• O••••••••• F•••• L•• ADV: Private Equity Fund | Fund of funds | unknown | $26.3M as of Dec 10, 2024 | no Form D | Unknown | |
| I••••• O••••••••• F••• I•• L••• ADV: Private Equity Fund | Fund of funds | unknown | $18.2M as of Dec 10, 2024 | no Form D | Unknown | |
| H•• N•••••• R•••••••• I• L•• ADV: Private Equity Fund | Fund of funds | unknown | $10.7M as of Aug 1, 2023 | no Form D | Wound down | |
| I••••• O••••••••• F•••• L• ADV: Private Equity Fund | Fund of funds | unknown | $2.5M as of Aug 1, 2023 | no Form D | Wound down | |
| D•• D••••••••• A••••••••• P•••••••• L•• ADV: Other Private Fund | Fund of funds | unknown | $873,966 as of Aug 1, 2023 | no Form D | Wound down |
Team
19 current, 3 former
Managing partner (3)
- A••••• J••• B••• · Chairman Of The Board · since Jan 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- A••• B••• · Chairman, Shareholder · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• M••••••• C•••••• · Chief Executive Officer · since Jan 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (8)
- A••• L•• F••••• · Manager · since Sep 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- A••••• P••• · Managing Director of Corporate Development, Shareholder · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• R•••••• K•••••••• · Manager · since Sep 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D•••• I•••••• T••••••• · Manager · since Nov 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• T• · Manager · since Nov 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R••••• G• R•••••• · Manager · since Sep 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R••••• W• M•••••• · Manager · since Sep 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S••••• J•••• G•••• · Manager · since Jan 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (8)
- J•••• J••••• H••••••• · Chief Financial Officer · since Sep 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••• I•••• · Chief Marketing Officer, Shareholder · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• B••••• · Chief Risk Officer · since Dec 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K••• D• G•••• · Chief Operating Officer, Shareholder · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••• D• G•••• · Chief Operating Officer · since Sep 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- L•••• C••• · Chief People Officer, Shareholder · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••• S•••••• · VP of Operations, Shareholder · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W•••••• T••••• M••••••• · Chief Compliance Officer · since Oct 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
3 former (kept with end dates)
- P•••• N••••••• M•••••• · Manager · Sep 1, 2021 to Dec 10, 2024 Inference
- W•••••• H••••• B•••• · Manager · Sep 1, 2021 to Mar 18, 2024 Inference
- C••••••••• V•••••• C••••• · Chief Compliance Officer · Sep 1, 2021 to Oct 27, 2022 Inference
Portfolio
26 relationships, 0 platforms, 0 add-ons
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
- May 8, 2026HB Wealth: Private Equity Funds on Form ADV 11 (2024 extract) -> 17 (roster 2026-09-01)
- Oct 1, 2021H•••••• B••• first filed Form ADV in the extract (IA)
Across the graphs
H•••••• B••• is the same institution as 4 records in Independent Sponsors, RIA and Wealth, Private Credit and Real Estate Funds.
Independent Sponsors1RIA 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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