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.
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SEC-registered adviser
H•••••• P•••••••• L•
Latest filing Mar 30, 2026
First filing on the tape Mar 27, 2012 · 21 filings
SEC status approved since Jan 27, 2006
RAUM
$38.2M
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
8
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
21 filings and snapshots on the tape
RAUM$38.2M as of Mar 30, 2026
Mar 27, 2012$641M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 28, 20130 then
Employees (5.A)8 as of Mar 30, 2026
Mar 28, 201317 then
Private funds2 as of Mar 30, 2026
Mar 27, 20122 then
RAUM -82% over the last fiscal year-55% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 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
- $19.1MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -82%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $38.2M, 2 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
- has discretionary authority over which securities are bought or sold (8.C.1)
- 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$38.2M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 2reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $38.2M for 2 clientsreported
- Compensation
- % of AUM, 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
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| S•••• F••• I•••• L• | Real Estate Fund | $189M | 7 | Mar 28, 2013 |
| S•••• F••• I•••• L• | Real Estate Fund | $74.4M | 2 | Mar 28, 2013 |
| S•••• F••• I••• L•no longer reported | Real Estate Fund | $1.3M | 7 | Mar 27, 2012 |
| S• S•••••• I••••••••• I• L•• | Real Estate Fund | $1.1M | 2 | Mar 28, 2013 |
| S•••• F••• I••• L•no longer reported | Real Estate Fund | $790,401 | 2 | Mar 27, 2012 |
Owners and control persons
Schedule A and B, latest filing
- B••••••• T••••• S•••• · Vice President, Chief Compliance Officercontrolsince 08/2020 · owns less than 5%
- F••••• C••••••• L•••• · Managing Partner, Foundercontrolsince 01/2005 · owns less than 5%
- L••• E•••••• C••••• · Managing Directorcontrolsince 08/2020 · owns less than 5%
- M••••••• S••••• D•••• · Managing Partner, Foundercontrolsince 01/2005 · owns less than 5%
- W••••••••• B•••• R•••••• · Senior Managing Directorcontrolsince 08/2020 · owns less than 5%
- F••••• C••••••• L•••• · Membercontrolsince 01/2005 · owns 50% to 75% of H•••••• G• L••
- F••••• C••••••• L•••• · Membercontrolsince 08/2008 · owns 50% to 75% of B•••••• H••••••• L••
- M••••••• S••••• D•••• · Membercontrolsince 08/2008 · owns 25% to 50% of B•••••• H••••••• L••
- M••••••• S••••• D•••• · Membercontrolsince 01/2005 · owns 50% to 75% of H•••••• G• L••
Entity owners
- H•••••• F••••••• L•• · Limited Partnerdirect · owns less than 5%
- H•••••• G• L•• · General Partnerdirect · owns less than 5%
- H•••••• H••••••• L•• · Limited Partnerdirect · owns 75% or more
- B•••••• H••••••• L•• · Memberindirect · owns 75% or more of H•••••• H••••••• L••
Related persons
Schedule D 7.A
- S•••• F••• I• G•• L••pooled vehicle sponsory
- S• S•••••• I••••••••• I• M•• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM down 50 %Change between filings · filing Mar 30, 2026RAUM (Item 5.F) moved from $214,386,814 to $38,194,639 (-82.0%) between the annual amendments of 2025-03-28 and 2026-03-30; the peer median change was -12.0% (97 comparable advisers, 8.0th percentile of changes)peers: asset managers, under $100M (97) · 8.3% percentile
What changed
consecutive filings, newest first
- Advisory employees · 10 to 8Mar 28, 2025 to Mar 30, 2026
- Assets in custody · $214M to $38.2MMar 28, 2025 to Mar 30, 2026
- Employees · 11 to 8Mar 28, 2025 to Mar 30, 2026
- HQ city · AUSTIN to Mar 28, 2025 to Mar 30, 2026
- HQ state · TX to Mar 28, 2025 to Mar 30, 2026
- Discretionary RAUM · $214M to $38.2MMar 28, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $214M to $38.2MMar 28, 2025 to Mar 30, 2026
- RAUM · $214M to $38.2MMar 28, 2025 to Mar 30, 2026
- Accounts · 3 to 2Mar 28, 2024 to Mar 28, 2025
- Pooled vehicle clients · 3 to 2Mar 28, 2024 to Mar 28, 2025
- Assets in custody · $265M to $214MMar 28, 2024 to Mar 28, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 28, 2025
- Private funds · 3 to 2Mar 28, 2024 to Mar 28, 2025
- Discretionary RAUM · $265M to $214MMar 28, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $265M to $214MMar 28, 2024 to Mar 28, 2025
- RAUM · $265M to $214MMar 28, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $418M to $265MMar 30, 2023 to Mar 28, 2024
- RAUM · $418M to $265MMar 30, 2023 to Mar 28, 2024
- Advisory employees · 11 to 10Mar 30, 2023 to Mar 28, 2024
- Assets in custody · $418M to $265MMar 30, 2023 to Mar 28, 2024
- Employees · 13 to 11Mar 30, 2023 to Mar 28, 2024
- Discretionary RAUM · $418M to $265MMar 30, 2023 to Mar 28, 2024
- Accounts · 5 to 3Mar 30, 2022 to Mar 30, 2023
- Pooled vehicle clients · 5 to 3Mar 30, 2022 to Mar 30, 2023
- Assets in custody · $637M to $418MMar 30, 2022 to Mar 30, 2023
- Private funds · 5 to 3Mar 30, 2022 to Mar 30, 2023
- Discretionary RAUM · $637M to $418MMar 30, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $637M to $418MMar 30, 2022 to Mar 30, 2023
- RAUM · $637M to $418MMar 30, 2022 to Mar 30, 2023
- Assets in custody · $646M to $637MMar 31, 2021 to Mar 30, 2022
- Discretionary RAUM · $646M to $637MMar 31, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $646M to $637MMar 31, 2021 to Mar 30, 2022
- RAUM · $646M to $637MMar 31, 2021 to Mar 30, 2022
- Advisory employees · 13 to 11Sep 4, 2020 to Mar 31, 2021
- Assets in custody · $676M to $646MSep 4, 2020 to Mar 31, 2021
- Employees · 15 to 13Sep 4, 2020 to Mar 31, 2021
- Discretionary RAUM · $676M to $646MSep 4, 2020 to Mar 31, 2021
- Pooled vehicle RAUM · $676M to $646MSep 4, 2020 to Mar 31, 2021
- RAUM · $676M to $646MSep 4, 2020 to Mar 31, 2021
- Assets in custody · $594M to $676MApr 25, 2019 to Mar 27, 2020
Signals
7 dated events
- H•••••• P•••••••• L• reported RAUM $38.2M, down 82% from $214.4M (2025-03-28 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
- H•••••• P•••••••• L• reported RAUM $264.9M, down 37% from $417.7M (2023-03-30 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- Harold Philip Sheumaker (Senior Managing Director) no longer on Schedule A of H•••••• P•••••••• L• (listed 2023-03-30, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- H•••••• P•••••••• L• reported RAUM $417.7M, down 34% from $636.8M (2022-03-30 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- Glenn Kevin Ogilby (Managing Director) no longer on Schedule A of H•••••• P•••••••• L• (listed 2020-09-04, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- Ann Rachel Donnelly (Managing Director/General Counsel, Chief Compliance Officer) no longer on Schedule A of H•••••• P•••••••• L• (listed 2020-03-27, absent 2020-09-04)Sep 4, 2020 · Control person left · inference
- Scott Tyler Branson (Vice President, Chief Compliance Officer) appeared on Schedule A of H•••••• P•••••••• L•Sep 4, 2020 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- H••••••PARTNERS.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 512-628-4000reportedpublic record, Form ADV, Mar 30, 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
Across the graphs
H•••••• P•••••••• L• is the same institution as 1 record in Real Estate Funds.
Real 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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