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••••••• C•••••• M••••••••• L••

H••••••• C•••••• M••••••••• L••

Buyout firmLower middle marketNew York, NYh•••••••••.comSEC registered investment adviser

Investors and Managers Dedicated to Building Long Term Value. The H••••••• team is dedicated to supporting management teams to help them grow industry leading businesses.

Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 7 of 7 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.30bn Private Equity Fund GAV on the Form ADV filed 2024-03-25
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 7 of 7 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Sep 25, 2017 to Mar 25, 2024
RAUM
$299Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
4
PE fund GAV, latest filing
$299Mreported gross assets (Form ADV), not fund size
All private fund GAV
$299Mevery private fund type, latest filing
2024 PE fund GAV
$299Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-03-25, latest gav Private Equity Fund $299M, latest counts Private Equity Fund 4, lifetime distinct Private Equity Fund 7
Employees
11
Headquarters
New York, NY
Office address
475 FIFTH AVENUE, 20TH FLOOR, New York, NY, 10017
Business phone
(212) 514-0023
Stated criteria beside observed behaviour
6 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
$5.0M to $25.0M
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 look to invest in businesses that are at inflection points where we can use our expertise to help guide and accelerate their growth.
Observed from deals on record
roles
unknown 6
period
to unknown, from unknown, undated holdings 6, dated observations 0
window
last unknown, first unknown
control
unknown 6
companies
6
geography
investments
6
seller kinds
transactions
0
cadence by year
platform add on
add ons 0, platforms 0, add ons per platform unknown
sector known for
1
disclosed value usd
n 0
sector distribution
count 1, share 0.167, value energy, examples Capital Pump & Equipment LLC
holding period years
n 0
repeat counterparties
subsector distribution
count 1, share 0.167, value energy, examples Capital Pump & Equipment LLC

6 companies on the graph (0 transactions); most in energy (1); no dated observations

Funds
6 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
H••••••• C•••••• P••••••• I• L•
ADV: Private Equity Fund
Buyout fund2024
first reported on Form ADV
$50.5M
as of Mar 25, 2024
no Form DUnknown
H••••••• C•••••• C••••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2023
first reported on Form ADV
$25.8M
as of Mar 25, 2024
no Form DEarly deployment
H••••••• C•••••• P••••••• I• L•
ADV: Private Equity Fund
Buyout fund2020
first reported on Form ADV
$108M
as of Mar 25, 2024
no Form DActive deployment
H••••••• L•••••••• C••••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2020
first reported on Form ADV
$9.4M
as of Nov 23, 2022
no Form DWound down
H•• F•••• I•••••••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$115M
as of Mar 25, 2024
no Form DMature
H••••••• C•••••• P••••••• L•
ADV: Private Equity Fund
Fund of fundsunknown$28.6M
as of Mar 26, 2019
no Form DWound down
Team
3 current, 1 former
1 former (kept with end dates)
Portfolio
6 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
B••• R•••••• L••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••• P••• • E•••••••• L••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
H•••••••• D•••••• L••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
K••• L••••••••• I•• •••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P•••••• F••••• L••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••••• F••••••••• E••••••••• L•• •••••••••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
1 relationships
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. Mar 31, 2026
    H••••••• C•••••• M••••••••• L••: Private Equity Funds on Form ADV 4 (2024 extract) -> 5 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Sep 25, 2017
    H••••••• C•••••• 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••••••• C•••••• M••••••••• L•• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.

Independent 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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