DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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.
SEC-registered adviser
H•••••• B••••• P••••••• L••
Latest filing Jun 17, 2026
First filing on the tape Mar 30, 2012 · 33 filings
SEC status approved since Mar 31, 1997
RAUM
$24B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
45
10 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
45
reported on Schedule D
History
33 filings and snapshots on the tape
RAUM$24B as of Jun 17, 2026
Mar 30, 2012$8.6B then
HNW client RAUM$0 as of Jun 17, 2026
Mar 31, 2018$0 then
State-registered IARs (5.B.3)0 as of Jun 17, 2026
Mar 18, 20130 then
Employees (5.A)45 as of Jun 17, 2026
Mar 18, 201350 then
Private funds45 as of Jun 17, 2026
Mar 30, 201219 then
RAUM +5.8% over the last fiscal year-0.1% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 17, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $513MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +5.8%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $24B, 45 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$24B100%
- Pension and profit-sharing plans$16.3M0.1%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 1reported
- Charitable clients
- 0reported
- Accounts
- 46reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $24B for 45 clientsreported
- Compensation
- performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
52 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| H•••••• B••••• I••••••••• V• L••• | Venture Capital Fund | $3.1B | 39 | Mar 30, 2012 |
| H•••••• B••••• X• V••••••• L••• | Venture Capital Fund | $3.1B | 59 | Mar 30, 2016 |
| H•••••• B••••• X•• V•••••• F•••••• L••• | Venture Capital Fund | $2.8B | 4 | Mar 31, 2018 |
| H•••••• B••••• X•• V••••••• L••• | Venture Capital Fund | $2.8B | 71 | Mar 31, 2018 |
| H•••••• B••••• X••• V••••••• L••• | Venture Capital Fund | $2.3B | 85 | Mar 30, 2020 |
| H•••••• B••••• I•• L••• | Venture Capital Fund | $1.8B | 36 | Mar 30, 2012 |
| H•••••• B••••• V•••••• 1•• L••• | Venture Capital Fund | $1.8B | 116 | Mar 30, 2022 |
| H•••••• B••••• X• V••••••• L••• | Venture Capital Fund | $1.3B | 28 | Mar 18, 2013 |
| H•••••• B••••• V•••••• 1•• L••• | Venture Capital Fund | $894M | 46 | Mar 29, 2024 |
| H•••••• B••••• S•••••••• F•••• L••• | Venture Capital Fund | $412M | 1 | Mar 30, 2012 |
| H•••••• B••••• S•••••••• F••• I•• L••• | Venture Capital Fund | $381M | 15 | Mar 30, 2021 |
| H•••••• B••••• C••••••••• F•••• L••• | Venture Capital Fund | $371M | 1 | Mar 29, 2024 |
| H•••••• B••••• X•• G••••• B•••••• L••• | Private Equity Fund | $324M | 13 | Mar 29, 2019 |
| H•••••• B••••• X••• V•••••• F•••••• L••• | Venture Capital Fund | $305M | 2 | Mar 30, 2020 |
| H•••••• B••••• X•• G••••• B•••••••• L••• | Private Equity Fund | $296M | 14 | Mar 29, 2019 |
| H•••••• B••••• X• G••••• B•••••• L••• | Private Equity Fund | $270M | 14 | Mar 31, 2017 |
| H•••••• B••••• G••••• 1•••• L••• | Private Equity Fund | $232M | 19 | Mar 30, 2022 |
| H•••••• B••••• V•••••• 1••• L••• | Venture Capital Fund | $230M | 21 | Mar 30, 2022 |
| H•••••• B••••• X• G••••• B•••••••• L••• | Private Equity Fund | $227M | 22 | Mar 31, 2018 |
| H•••••• B••••• S•••••••• F••• V• L••• | Venture Capital Fund | $224M | 1 | Mar 30, 2021 |
| H•••••• B••••• X• G••••• B•••••• L••• | Private Equity Fund | $195M | 13 | Mar 31, 2014 |
| H•••••• B••••• V•••• L••• | Venture Capital Fund | $180M | 30 | Mar 30, 2012 |
| H•••••• B••••• V•••••• 1• F•••••• L••• | Venture Capital Fund | $163M | 7 | Mar 30, 2022 |
| H•••••• B••••• S•••••••• F••• I•• L••• | Private Equity Fund | $149M | 1 | Mar 31, 2018 |
| H•••••• B••••• I••••••••• I•• L••• | Venture Capital Fund | $133M | 30 | Mar 30, 2012 |
| H•••••• B••••• X•• G••••• B••••• F•••••• L••• | Private Equity Fund | $129M | 2 | Mar 29, 2019 |
| H•••••• B••••• S•••••••• F••• 7• L••• | Venture Capital Fund | $104M | 1 | Mar 30, 2023 |
| H•••••• B••••• X• G••••• B•••••••• L••• | Private Equity Fund | $101M | 10 | Mar 31, 2014 |
| H•••••• B••••• G••••• 1•• L••• | Private Equity Fund | $92.5M | 11 | Mar 30, 2022 |
| H•••••• B••••• V••• L••• | Venture Capital Fund | $92.5M | 34 | Mar 30, 2012 |
| H•••••• B••••• G••••• 1• F•••••• L••• | Private Equity Fund | $87.0M | 4 | Mar 30, 2022 |
| H•••••• B••••• V•••••• 1• F•••••• L••• | Venture Capital Fund | $80.0M | 2 | Mar 29, 2024 |
| H•••••• B••••• S•• 4• L••• | Venture Capital Fund | $75.5M | 1 | Mar 30, 2022 |
| H•••••• B••••• S•••••••• F••• V•• L••• | Venture Capital Fund | $74.8M | 1 | Mar 30, 2021 |
| H•••••• B••••• S•• I•• L••• | Venture Capital Fund | $67.8M | 2 | Mar 30, 2021 |
| H•••••• B••••• I••••••••• I••• L••• | Venture Capital Fund | $64.3M | 26 | Mar 30, 2012 |
| H•••••• B••••• S•• 3• L••• | Venture Capital Fund | $60.7M | 1 | Mar 30, 2022 |
| H•••••• B••••• G•• L••• | Venture Capital Fund | $54.2M | 2 | Mar 30, 2021 |
| H•••••• B••••• F••• V•• L••• | Venture Capital Fund | $38.6M | 12 | Mar 30, 2012 |
| H•••••• B••••• S•••••••• F••• I••••• L••• | Private Equity Fund | $34.3M | 8 | Mar 30, 2020 |
Owners and control persons
Schedule A and B, latest filing
- C•••• D•• H• · Managing Director And Membercontrolsince 09/2011 · owns 10% to 25%
- C•••••••• L•••• · Managing Director And Trusteecontrolsince 09/2003 · owns 10% to 25%
- F••••••• J•••••• D••• · Managing Director And Trusteecontrolsince 09/2003 · owns 10% to 25%
- M••••• K•••••• · Managing Directorcontrolsince 09/2003 · owns less than 5%
- M•••••• K•••••••• M••• · Managing Director/Coo, Chief Compliance Officer, Trusteecontrolsince 01/2008 · owns 10% to 25%
- S••• Y• · Managing Director And Membercontrolsince 01/2011 · owns 10% to 25%
- V•• C•••• · Chief Financial Officercontrolsince 10/2010 · owns less than 5%
Entity owners
- B••• F••••• T•••• · Memberdirect · owns 10% to 25%
- C••••••• F••••• R•••••••• T•••• U•••• M•••• 9• 2••• · Memberdirect · owns 10% to 25%
- J••••• D• A•• C•••••• J• F•••••• F••••• R•••••••• T•••• U•••• D•••• J••• 2•• 2••• · Memberdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- H• G•• L••pooled vehicle sponsorn
- H• G••••• 1•••• L••pooled vehicle sponsorn
- H• G••••• 1•• L••pooled vehicle sponsorn
- H• I•• L••pooled vehicle sponsorn
- H• S•• 3• L••pooled vehicle sponsorn
- H• S•• 4• L••pooled vehicle sponsorn
- H• S•• I•• L••pooled vehicle sponsorn
- H• S•••••••• F••• 7• L••pooled vehicle sponsorn
- H• S•••••••• F••• I•• L••pooled vehicle sponsorn
- H• S•••••••• F••• I••••• L••pooled vehicle sponsorn
- H• S•••••••• F••• I••• L••pooled vehicle sponsorn
- H• S•••••••• F••• I•• L••pooled vehicle sponsorn
- H• S•••••••• F••• V• L••pooled vehicle sponsorn
- H• S•••••••• F••• V•• L••pooled vehicle sponsorn
- H• S••••••••• L••pooled vehicle sponsorn
- H• V••••• L••pooled vehicle sponsorn
- H• V•••••• 1•• L••pooled vehicle sponsorn
- H• V•••••• 1•• L••pooled vehicle sponsorn
- H• V••• L••pooled vehicle sponsorn
- H• V•••• L••pooled vehicle sponsorn
- H• X• G••••• B•••••• L••pooled vehicle sponsorn
- H• X• V••••••• L••pooled vehicle sponsorn
- H• X• G••••• B•••••••• L••pooled vehicle sponsorn
- H• X• G••••• B•••••• L••pooled vehicle sponsorn
- H• X• V••••••• L••pooled vehicle sponsorn
- H• X•• G••••• B•••••••• L••pooled vehicle sponsorn
- H• X•• G••••• B•••••• L••pooled vehicle sponsorn
- H• X•• V••••••• L••pooled vehicle sponsorn
- H• X••• V••••••• L••pooled vehicle sponsorn
- H•• I••• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- London, United Kingdom2 employees
What changed
consecutive filings, newest first
- Advisory employees · 11 to 10Jul 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 41 to 45Jul 31, 2025 to Mar 31, 2026
- Assets in custody · $22B to $24BJul 31, 2025 to Mar 31, 2026
- Employees · 47 to 45Jul 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $22B to $24BJul 31, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $17.5M to $16.3MJul 31, 2025 to Mar 31, 2026
- Pension RAUM · $17.5M to $16.3MJul 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $22B to $24BJul 31, 2025 to Mar 31, 2026
- RAUM · $22B to $24BJul 31, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 31, 2025 to Jul 31, 2025
- Accounts · 42 to 46Jul 23, 2024 to Mar 31, 2025
- Assets in custody · $22B to $22BJul 23, 2024 to Mar 31, 2025
- Private funds · 41 to 45Jul 23, 2024 to Mar 31, 2025
- Discretionary RAUM · $22B to $22BJul 23, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $13.2M to $17.5MJul 23, 2024 to Mar 31, 2025
- Pension RAUM · $13.2M to $17.5MJul 23, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $22B to $22BJul 23, 2024 to Mar 31, 2025
- RAUM · $22B to $22BJul 23, 2024 to Mar 31, 2025
- Accounts · 46 to 42Jul 7, 2023 to Mar 29, 2024
- Pooled vehicle clients · 45 to 41Jul 7, 2023 to Mar 29, 2024
- Assets in custody · $24B to $22BJul 7, 2023 to Mar 29, 2024
- Private funds · 45 to 41Jul 7, 2023 to Mar 29, 2024
- Discretionary RAUM · $24B to $22BJul 7, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $11.5M to $13.2MJul 7, 2023 to Mar 29, 2024
- Pension RAUM · $11.5M to $13.2MJul 7, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $24B to $22BJul 7, 2023 to Mar 29, 2024
- RAUM · $24B to $22BJul 7, 2023 to Mar 29, 2024
- Accounts · 45 to 46Dec 8, 2022 to Mar 30, 2023
- Advisory employees · 12 to 11Dec 8, 2022 to Mar 30, 2023
- Pooled vehicle clients · 44 to 45Dec 8, 2022 to Mar 30, 2023
- Assets in custody · $27B to $24BDec 8, 2022 to Mar 30, 2023
- Private funds · 44 to 45Dec 8, 2022 to Mar 30, 2023
- Discretionary RAUM · $12.8M to $24BDec 8, 2022 to Mar 30, 2023
- Non-discretionary RAUM · $27B to $11.5MDec 8, 2022 to Mar 30, 2023
- Pension RAUM · $12.8M to $11.5MDec 8, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $27B to $24BDec 8, 2022 to Mar 30, 2023
- RAUM · $27B to $24BDec 8, 2022 to Mar 30, 2023
- Accounts · 37 to 45Jun 30, 2021 to Mar 30, 2022
- Pooled vehicle clients · 36 to 44Jun 30, 2021 to Mar 30, 2022
- Assets in custody · $17B to $27BJun 30, 2021 to Mar 30, 2022
Signals
3 dated events
- J. Alfred Giuffrida (Managing Director And Trustee) no longer on Schedule A of H•••••• B••••• P••••••• L•• (listed 2023-07-07, absent 2024-03-29)Mar 29, 2024 · Control person left · inference
- H•••••• B••••• P••••••• L•• reported RAUM $27.4B, up 57% from $17.5B (2021-06-30 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- Deborah Elizabeth Obershaw (Managing Director And Member) no longer on Schedule A of H•••••• B••••• P••••••• L•• (listed 2021-03-30, absent 2021-06-30)Jun 30, 2021 · Control person left · inference
Across DFX
shared identifiers only, never a name match
- H•••••• B••••• P••••••• L•• · Independent Sponsorsshared crd · capital_provider
- H•••••• B••••• P••••••• L•• · Private Equityshared crd · organization
- H•••••• B••••• P••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/horsley-bridge-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 415-986-7733reportedpublic record, Form ADV, Jun 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026