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.
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Firms / H•••• C•••••• A••••••• L••
H•••• C•••••• A••••••• L••
Real estate private equity · probableLower middle marketHouston, TXh••••.comSEC registered investment adviser
Classification
- Class
- Real estate private equityprobable, confidence 70%
- Basis
- R2: 2 of 2 private equity vehicles are named real estate
- Size band
- Lower middle marketdefined by: proxy: $0.51bn Private Equity Fund GAV on the Form ADV filed 2024-11-27
- Strategies
- REAL ESTATE PE
Classification history (1)
- Sep 13, 2026Real estate private equity (probable, 70%, cls-pe-1)R2: 2 of 2 private equity vehicles are named real estate
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Oct 20, 2020 to Nov 27, 2024
- RAUM
- $2.9Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $509Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.9Bevery private fund type, latest filing
- 2024 PE fund GAV
- $509Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 33%
- Fund type mix
- filed 2024-11-27, latest gav Hedge Fund $1.4B, Private Equity Fund $509M, latest counts Hedge Fund 3, Private Equity Fund 2, lifetime distinct Hedge Fund 4, Private Equity Fund 2
- Employees
- 871
- Headquarters
- Houston, TX
- Office address
- 845 TEXAS AVENUE, SUITE 3300, Houston, TX, 77002
- Business phone
- 713-621-8000
Stated criteria beside observed behaviour
no observed deals yet
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
- not stated or not yet read
Observed from deals on record
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
Funds
2 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| H•••• U••• P••••••• R••••••• P••••••••• F••• L• ADV: P•••••• Equity Fund | Real estate fund | 2022 first reported on Form ADV | $358M as of Nov 27, 2024 | no Form D | Unknown | |
| H•••• U• P••••••• R••••••• F••• L• ADV: P•••••• Equity Fund | Real estate fund | 2022 first reported on Form ADV | $151M as of Nov 27, 2024 | no Form D | Unknown |
Team
7 current, 2 former
Managing partner (1)
- A•••••• J••• M••• · President · since Mar 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (1)
- K•••• H• M••••••••• · Manager · since Mar 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Board or advisory (2)
- J•••••• C•••••••• H•••• · Trustee And Sole Beneficiary · since Nov 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- L•••• E•••••••• H•••• · Co-Trustee · since Feb 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (3)
- D•••• M•••••• C•••••••• · Chief Accounting Officer · since Mar 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• S••• M••••••••• · Chief Financial Officer · since Mar 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- L••••••• C•••••••• H••• · Chief Compliance Officer · since Dec 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
2 former (kept with end dates)
- F•••• L•••••• H•••••• · Chief Compliance Officer · Feb 1, 2021 to Dec 6, 2023 Inference
- S•••••• K• S••• · Chief Compliance Officer · Mar 1, 2020 to Feb 26, 2021 Inference
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
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)
- H•••• E••••• R••• E••••• I••••••••• L•••••• 2 shared · recurring · last Jan 1, 2022
- H•••• P•••••• W••••• S•••••••• L•• 2 shared · recurring · last Jan 1, 2022
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
1 most recent
- Oct 20, 2020H•••• C•••••• A••••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
H•••• C•••••• A••••••• L•• 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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