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Firms / H••••• I••••••••• M••••••••• L••

H••••• I••••••••• M••••••••• L••

Buyout firm · probableMiddle marketAustin, TXh••••••.comSEC registered investment adviser

H••••• Investments is an Austin-based private equity firm investing in high-quality enterprise software and video gaming companies with strong growth potential.

Classification
Class
Buyout firmprobable, confidence 80%
Basis
own website statement
Size band
Middle marketdefined by: proxy: $2.69bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Classification history (2)
  1. Sep 15, 2026
    Buyout firm (probable, 80%, cls-pe-2)
    own website statement
    “H••••• is an Austin-based private equity firm that invests in high quality technology companies.”
    haveliinvestments.com
  2. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 5 of 5 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
Dec 22, 2021 to Mar 28, 2024
RAUM
$2.7Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
5
PE fund GAV, latest filing
$2.7Breported gross assets (Form ADV), not fund size
All private fund GAV
$2.7Bevery private fund type, latest filing
2024 PE fund GAV
$2.7Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-03-28, latest gav Private Equity Fund $2.7B, latest counts Private Equity Fund 5, lifetime distinct Private Equity Fund 5
Employees
45
Headquarters
Austin, TX
Office address
405 COLORADO STREET, SUITE 1600, Austin, TX, 78701
Business phone
512-987-7314
Stated criteria beside observed behaviour
3 observed deals
Stated by the firm
Sectors
technology, software
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 seek to unlock value for entrepreneurs and operators and drive returns for investors.
Observed from deals on record
roles
minority 1, platform 3
period
to 2025-09-24, from 2023-08-14, undated holdings 0, dated observations 9
window
last 2025-09-24, first 2023-08-14
control
control 3, minority 1
companies
3
geography
investments
4
seller kinds
transactions
5
cadence by year
2023 other deals 1, 2024 platforms 2, 2025 platforms 2
platform add on
add ons 0, platforms 3, add ons per platform 0
sector known for
1
disclosed value usd
n 1, max $350M, min $350M
sector distribution
count 1, share 0.333, value software, examples ZeroFox
holding period years
n 0
repeat counterparties
role sell side adviser, shared 2, entity id 7ff54c0b-c4ea-4f63-84d5-8e09df808a01, role legal adviser, shared 2, entity id 16721b84-12f3-4043-8b22-912bec12136e, role legal adviser, shared 2, entity id 34593a54-b97d-4238-bd54-343b6916fea0, role buy side adviser, shared 2, entity id 5eb37c79-2b76-44ca-b149-eeeb234f2dec
subsector distribution
count 1, share 0.333, value software, examples ZeroFox

3 companies on the graph (5 transactions); most in software (1); 3 platforms and 0 add-ons; observed 2023 to 2025

Funds
5 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
H••••• I••••••••• S••••••• F••• I• L•••
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$1.6B
as of Mar 28, 2024
no Form DEarly deployment
H••••• I••••••••• S••••••• F••• C••••• I• L•••
ADV: Private Equity Fund
Feeder or parallel2023
first reported on Form ADV
$274M
as of Mar 28, 2024
no Form DEarly deployment
H••••• I••••••••• S••••••• F•••••• a•• F••••• F••• I• L•••
ADV: Private Equity Fund
Feeder or parallel2023
first reported on Form ADV
$83.0M
as of Mar 28, 2024
no Form DEarly deployment
H••••• V• G••••• F••• I• L•••
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$687M
as of Mar 28, 2024
no Form DUnknown
H••••• V• G••••• F•••••• a•• F••••• F••• I• L•••
ADV: Private Equity Fund
Feeder or parallel2022
first reported on Form ADV
$65.4M
as of Mar 28, 2024
no Form DUnknown
Team
76 current, 1 former
Managing partner (1)
Partner (17)
Principal (9)
Associate (13)
Analyst (7)
Platform (21)
1 former (kept with end dates)
Portfolio
4 relationships, 3 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
C••••••••• I•••PlatformactiveSep 24, 2025
transaction announcement
12 monthsS•••• P•••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Z••••••PlatformactiveMay 13, 2024
transaction announcement
2.4 yearsI•• L••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Z••••••PlatformactiveFeb 6, 2024
transaction announcement
2.6 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
I•••••• m••••• g••••• s••••• C••••••••MinorityactiveAug 14, 2023
transaction announcement
3.1 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Transactions
5 on record
DateTypeTargetThis firm’s roleSource
Sep 24, 2025Platform acquisitionC••••••••• I•••Sponsor (confirmed)prnewswire.com
Jun 20, 2025Platform acquisitionC••••••••• I•••Sponsor (confirmed)prnewswire.com
May 13, 2024Platform acquisitionZ••••••Sponsor (confirmed)globenewswire.com
Feb 6, 2024Platform acquisitionZ••••••Sponsor (confirmed)globenewswire.com
Aug 14, 2023Minority investmentI•••••• m••••• g••••• s••••• C••••••••Sponsor (confirmed)pehub.com
Placement agents, lenders, advisers and co-investors
10 relationships
Placement agents (3)
Financial advisers (3)
  • M••••• S•••••• • C•• L•• 2 shared · recurring · last Sep 24, 2025
  • J•••••••• L•• 2 shared · recurring · last Sep 24, 2025
  • P•••• S•••••• L••• 1 shared · one time · last Feb 6, 2024
Legal advisers (4)
  • P••••••••• C••••••••• 2 shared · recurring · last Sep 24, 2025
  • L••••• • W•••••• L•• 2 shared · recurring · last Sep 24, 2025
  • R•••• • G••• L•• 1 shared · one time · last Feb 6, 2024
  • V•••••• L•• 1 shared · one time · last Feb 6, 2024
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
38 most recent
  1. Aug 17, 2026
    H••••• I••••••••• M••••••••• L••: Private Equity Funds on Form ADV 5 (2024 extract) -> 6 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Feb 11, 2026
    H••••• Investments Named one of GrowthCap’s Top Growth Equity Firms of 2025
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  3. Feb 9, 2026
    H••••• To Acquire Budge Studios, Leading Mobile Developer of Digital Interactive Entertainment for Children
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  4. Jan 8, 2026
    H••••• to Make Majority Investment in Sirion to Support Continued Growth
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  5. Sep 24, 2025
    H••••• Investments Completes Acquisition of C••••••••
    Platform investmentFactC••••••••• I•••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  6. Sep 24, 2025
    H••••• Investments Completes Acquisition of C••••••••
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  7. Jun 20, 2025
    C•••••••• to be Acquired by H••••• Investments for $1.5 Billion
    Platform investmentFactC••••••••• I•••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  8. Jun 3, 2025
    H••••• Investments Acquires Accommodations Plus International
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  9. Jun 3, 2025
    C•••••••• to be Acquired by H••••• Investments for $1.5 Billion
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  10. May 28, 2025
    AppViewX Expands Leadership Team to Fuel Innovation and Names Paul Trulove as Chief Product Officer
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  11. Feb 18, 2025
    AppViewX Appoints Dino DiMarino, former CRO of Qualys, as CEO to Drive Next Phase of Growth
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  12. Jan 6, 2025
    H••••• Investments Completes Acquisition of AppViewX
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  13. Dec 10, 2024
    H••••• Investments Leads Transaction to Fund Cohesity's Acquisition of Veritas Enterprise Data Protection Business
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  14. Dec 3, 2024
  15. Nov 25, 2024
    Z•••••• Announces Divestment of Subsidiary IDX to Kingswood Capital Management
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  16. Nov 21, 2024
    H••••• Investments Agrees to Acquire Controlling Interest in Machine Identity Leader AppViewX
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  17. Nov 19, 2024
    TA Invests in Certinia to Support the Next Phase of Growth
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  18. Oct 1, 2024
    Cendyn acquires Knowland and announces private equity partner H••••• Investments
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  19. Aug 13, 2024
    H••••• Investments and Bregal Milestone Lead Majority Recapitalization of M-Files Corporation
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  20. May 13, 2024
    H••••• Investments Completes Acquisition of Z••••••
    Platform investmentFactZ••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  21. May 13, 2024
    H••••• Investments Completes Acquisition of Z••••••
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  22. Apr 29, 2024
    Blend Labs Announces Strategic Partnership with H••••• Investments, including $150 Million Investment
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  23. Feb 9, 2024
    CVC Capital Partners and H••••• Investments confirm plans to buy Jagex
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  24. Feb 6, 2024
    Z•••••• to be Acquired by H•••••
    Platform investmentFactZ••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  25. Feb 6, 2024
    Z•••••• to be Acquired by H•••••
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  26. Aug 15, 2023
    H••••• Investments acquires minority share in Match Masters developer C••••••••
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  27. Aug 15, 2023
    Match Masters maker C•••••••• lands $100m investment
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  28. Aug 14, 2023
    H••••• Investments acquires minority stake in I•••••• m••••• g••••• s••••• C••••••••
    Growth investmentFactI•••••• m••••• g••••• s••••• C••••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  29. Aug 14, 2023
    H••••• Investments acquires minority stake in I•••••• m••••• g••••• s••••• C••••••••
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  30. Aug 14, 2023
    H••••• Investments Leads $100 Million Investment into C••••••••, Developer of Hit Mobile Game Match Masters
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  31. Jul 26, 2023
    H•••••, General Atlantic acquire business software startup Certinia for nearly $1 billion
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  32. Oct 11, 2022
    H••••• Investments and A••••• Form Strategic Partnership to Capitalize on Significant Opportunities Across Enterprise S••••••• and G••••• Sectors
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  33. Jun 30, 2022
  34. Jun 30, 2022
    Omeda Studios receives new round of funding led by H••••• Investments
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  35. Jun 30, 2022
    H••••• Investments Leads the Second Round of Finance for Omeda Studios
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  36. Jun 30, 2022
    Omeda Studios raises $20 million led by H••••• Investments
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  37. Apr 25, 2022
    Behaviour Interactive is acquiring Midwinter Entertainment
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  38. Dec 22, 2021
    H••••• I••••••••• M••••••••• 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••••• I••••••••• 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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