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.
SEC-registered adviser
Hrtg Gpe, LLC
Latest filing Jun 10, 2026
First filing on the tape Feb 10, 2012 · 51 filings
SEC status approved since Mar 30, 2012
RAUM
$27B
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
26
8 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
22
reported on Schedule D
History
51 filings and snapshots on the tape
RAUM$27B as of Jun 10, 2026
Apr 1, 2013$992M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 10, 2026
Apr 1, 20130 then
Employees (5.A)26 as of Jun 10, 2026
Apr 1, 201311 then
Private funds22 as of Jun 10, 2026
Apr 1, 201312 then
RAUM +31% over the last fiscal year+18% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 10, 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
- $1.2BderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +31%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, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $26B, 22 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$27B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 22reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $26B for 22 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true 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
25 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Schf (M) Pv, L.P. | Other Private Fund | $13B | 6 | Feb 10, 2012 |
| Schf US, L.P. | Other Private Fund | $12B | 354 | Feb 10, 2012 |
| Schf (M) Eci, L.P. | Other Private Fund | $2.2B | 7 | Feb 10, 2012 |
| Schf Uste, L.P. | Other Private Fund | $2.2B | 37 | Apr 1, 2013 |
| Schf Cayman, L.P. | Other Private Fund | $1.8B | 64 | Mar 31, 2017 |
| Schf Cayman Nre, L.P. | Other Private Fund | $493M | 27 | Feb 10, 2012 |
| Schf Ou, L.P. | Other Private Fund | $462M | 2 | Apr 1, 2013 |
| Schf Cayman Ub, Ltdno longer reported | Other Private Fund | $278M | 2 | Apr 1, 2013 |
| Schf Cif 2024, L.P. | Other Private Fund | $257M | 69 | Mar 29, 2024 |
| Schf Cif, LP - Cif 2016-A Series | Private Equity Fund | $219M | 18 | Mar 31, 2017 |
| Schf Leaf, L.P. | Other Private Fund | $174M | 20 | Mar 31, 2017 |
| Schf Co-Investment Fund III., L.P. | Private Equity Fund | $167M | 10 | Jul 3, 2024 |
| Schf Cif, LP - Cif 2017-A Series | Other Private Fund | $131M | 26 | Mar 30, 2018 |
| Schf (M) Fl, L.P. | Other Private Fund | $129M | 4 | Feb 10, 2012 |
| Schf US Affiliates, L.P. | Other Private Fund | $111M | 61 | Feb 10, 2012 |
| Schf Co-Investment Fund IV, L.P. | Private Equity Fund | $110M | 17 | Mar 31, 2022 |
| Schf Cif, LP - Cif 2015-A Series | Private Equity Fund | $98.3M | 19 | Mar 30, 2016 |
| Schf (M) Pv II, L.P. | Other Private Fund | $93.2M | 8 | Mar 30, 2018 |
| Schf Cif, LP - Cif 2019-A Series | Other Private Fund | $89.4M | 23 | Mar 27, 2020 |
| Schf Co-Investment Fund V, L.P. | Private Equity Fund | $36.4M | 18 | Mar 29, 2024 |
| Schf Cif, LP - Cif 2018-A Series | Other Private Fund | $29.6M | 31 | Mar 29, 2019 |
| Schf Cif, LP - Cif 2014-A Series | Other Private Fund | $10.8M | 11 | Mar 31, 2015 |
| Schf Co-Investment Fund I, L.P.no longer reported | Other Private Fund | $2.0M | 4 | Apr 1, 2013 |
| Schf Fl Corp.no longer reported | Other Private Fund | $971,552 | 1 | Feb 10, 2012 |
| Schf (M) Sma, L.P.no longer reported | Other Private Fund | $0 | 5 | Feb 10, 2012 |
Owners and control persons
Schedule A and B, latest filing
- Bryon Keith Johnson · Chief Executive Officer, Managing Member Of Schf (Gpe), LLC And Manager And Member Of Montague Island LLCcontrolsince 04/2010 · owns less than 5%
- Anthony Kevin Kelly · Chief Investment Officer And Managing Member Of Schf (Gpe), LLCcontrolsince 01/2019 · owns 5% to 10%
- Mauro Douglas Leone · Director Of Schf (Gpe), LLCcontrolsince 06/2010 · owns less than 5%
- Sek Lum Connie Wu · Chief Financial Officercontrolsince 04/2022 · owns less than 5%
- Robert Irwin Gross · Manager Of Alsace Oneida, LLCcontrolsince 11/2020 · owns F of Alsace Oneida, LLC
- Robert Irwin Gross · Trustee Of The Irwin R. Gross 2020 Irrevocable Trustcontrolsince 11/2020 · owns F of Irwin R. Gross 2020 Irrevocable Trust
- Andrews Betsy Johnson · Trusteecontrolsince 12/2020 · owns F of Port Orford Trust
- Jodi Michelle Wachs · Manager Of Alsace Oneida, LLCcontrolsince 11/2020 · owns F of Alsace Oneida, LLC
- Jodi Michelle Wachs · Trustee Of The Michelle J. Wachs 2020 Irrevocable Trustcontrolsince 11/2020 · owns F of Michelle J. Wachs 2020 Irrevocable Trust
- John Nicholas Azrack · Director Of Schf (Gpe), LLCsince 01/2024 · owns less than 5%
- Albert Gerald Beeson · Director Of Schf (Gpe), LLCsince 01/2024 · owns less than 5%
- Brochan John Collison · Director Of Schf (Gpe), LLCsince 10/2020 · owns less than 5%
- D Federsin Dinsay · Chief Operating Officersince 06/2024 · owns less than 5%
- Zhaokun Kevin Jiang · Vp, Associate General Counsel, Chief Compliance Officersince 11/2023 · owns less than 5%
- Allen Bruce Karsh · Director Of Schf (Gpe), LLCsince 01/2011 · owns less than 5%
- Jonathan Michael Moritz · Director Of Schf (Gpe), LLCsince 06/2010 · owns less than 5%
- Stephen Mark Oei · Withdrawn Member Of Schf (Gpe), LLCsince 09/2016 · owns 5% to 10%
- Thomas Kevin Slemp · Withdrawn Member Of Schf (Gpe), LLCsince 06/2024 · owns 5% to 10%
Entity owners
- Montague Island LLC · Non-Managing Member Of Schf (Gpe), LLCdirect · owns 25% to 50%
- Port Orford Trust · Memberindirect · owns 75% or more of Montague Island LLC
- Alsace Oneida, LLC · Withdrawn Member Of Schf (Gpe), LLCdirect · owns 25% to 50%
- Irwin R. Gross 2020 Irrevocable Trust · Memberindirect · owns 25% to 50% of Alsace Oneida, LLC
- Michelle J. Wachs 2020 Irrevocable Trust · Memberindirect · owns 25% to 50% of Alsace Oneida, LLC
Related persons
Schedule D 7.A
- Pinegrove Opportunity Partners LLCinvestment adviserpooled vehicle sponsoryRAUM $1.2B
- Sc Global Growth II Management, L.P.investment adviserpooled vehicle sponsorn
- Sc U.S. Growth Ix Management, L.P.investment adviserpooled vehicle sponsorn
- Sc U.S. Growth Vi Management, L.P.investment adviserpooled vehicle sponsorn
- Sc U.S. Growth Vii Management, L.P.investment adviserpooled vehicle sponsorn
- Sc U.S. Growth Viii Management, L.P.investment adviserpooled vehicle sponsorn
- Sc U.S. Scout Seed Fund 2013 Management, L.P.investment adviserpooled vehicle sponsorn
- Sc U.S. Scout Seed Fund III Management, L.P.investment adviserpooled vehicle sponsorn
- Sc U.S. Venture 2010 Management, L.P.investment adviserpooled vehicle sponsorn
- Sc U.S. Venture Xiv Management, L.P.investment adviserpooled vehicle sponsorn
- Sc U.S. Venture Xv Management, L.P.investment adviserpooled vehicle sponsorn
- Sc U.S. Venture Xvi Management, L.P.investment adviserpooled vehicle sponsorn
- Sc U.S. Venture Xvii Management, L.P.investment adviserpooled vehicle sponsorn
- Sc US/E Crypto Fund I Management, L.P.investment adviserpooled vehicle sponsorn
- Sc US/E Ecosystem Fund I Management, L.P.investment adviserpooled vehicle sponsorn
- Sc US/E Expansion Fund I Management, L.P.investment adviserpooled vehicle sponsorn
- Sc US/E Growth Fund X Management, L.P.investment adviserpooled vehicle sponsorn
- Sc US/E Seed Fund IV Management, L.P.investment adviserpooled vehicle sponsorn
- Sc US/E Seed Fund V Management, L.P.investment adviserpooled vehicle sponsorn
- Sc US/E Venture Fund Xviii Management, L.P.investment adviserpooled vehicle sponsorn
- Sc Xii Management, LLCinvestment adviserpooled vehicle sponsorn
- Scff Management, LLCinvestment adviserpooled vehicle sponsorn
- Scge (Ltgp), L.P.investment adviserbankpooled vehicle sponsorn
- Sequoia Global Equitiesinvestment adviserbankpooled vehicle sponsornRAUM $10B
- Scgf III Management, LLCinvestment adviserpooled vehicle sponsorn
- Scgf IV Management, L.P.investment adviserpooled vehicle sponsorn
- Scgf V Management, L.P.investment adviserpooled vehicle sponsorn
- Scggf III - Endurance Partners Management, L.P.investment adviserpooled vehicle sponsorn
- Scggf III - U.S./India Management, L.P.investment adviserpooled vehicle sponsorn
- Scggf Management, L.P.investment adviserpooled vehicle sponsorn
Advisers that list Hrtg Gpe, LLC as a related person
Offices
Schedule D 1.F, the 25 largest
- Menlo Park, CA7 employees
What changed
consecutive filings, newest first
- Accounts · 19 to 22Jan 3, 2026 to Mar 31, 2026
- Advisory employees · 7 to 8Jan 3, 2026 to Mar 31, 2026
- Pooled vehicle clients · 19 to 22Jan 3, 2026 to Mar 31, 2026
- Assets in custody · $20B to $26BJan 3, 2026 to Mar 31, 2026
- Employees · 23 to 26Jan 3, 2026 to Mar 31, 2026
- Private funds · 19 to 22Jan 3, 2026 to Mar 31, 2026
- Discretionary RAUM · $21B to $27BJan 3, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $21B to $27BJan 3, 2026 to Mar 31, 2026
- RAUM · $21B to $27BJan 3, 2026 to Mar 31, 2026
- Business name · SCHF (GPE), LLC to HRTG GPE, LLCOct 24, 2025 to Jan 3, 2026
- Legal name · SCHF (GPE), LLC to HRTG GPE, LLCOct 24, 2025 to Jan 3, 2026
- Financial planning clients · unset to Mar 31, 2025 to Jun 27, 2025
- Accounts · 20 to 19Jan 31, 2025 to Mar 31, 2025
- Advisory employees · 8 to 7Jan 31, 2025 to Mar 31, 2025
- Pooled vehicle clients · 20 to 19Jan 31, 2025 to Mar 31, 2025
- Assets in custody · $18B to $20BJan 31, 2025 to Mar 31, 2025
- Employees · 25 to 23Jan 31, 2025 to Mar 31, 2025
- Private funds · 21 to 19Jan 31, 2025 to Mar 31, 2025
- Discretionary RAUM · $18B to $21BJan 31, 2025 to Mar 31, 2025
- Pooled vehicle RAUM · $18B to $21BJan 31, 2025 to Mar 31, 2025
- RAUM · $18B to $21BJan 31, 2025 to Mar 31, 2025
- Assets in custody · $16B to $18BMay 24, 2024 to Jul 3, 2024
- Private funds · 20 to 21May 24, 2024 to Jul 3, 2024
- Discretionary RAUM · $17B to $18BMay 24, 2024 to Jul 3, 2024
- Pooled vehicle RAUM · $17B to $18BMay 24, 2024 to Jul 3, 2024
- RAUM · $17B to $18BMay 24, 2024 to Jul 3, 2024
- Accounts · 18 to 20Jan 29, 2024 to Mar 29, 2024
- Advisory employees · 7 to 8Jan 29, 2024 to Mar 29, 2024
- Pooled vehicle clients · 18 to 20Jan 29, 2024 to Mar 29, 2024
- Assets in custody · $15B to $16BJan 29, 2024 to Mar 29, 2024
- Private funds · 18 to 20Jan 29, 2024 to Mar 29, 2024
- Discretionary RAUM · $16B to $17BJan 29, 2024 to Mar 29, 2024
- Pooled vehicle RAUM · $16B to $17BJan 29, 2024 to Mar 29, 2024
- RAUM · $16B to $17BJan 29, 2024 to Mar 29, 2024
- Advisory employees · 8 to 7Dec 8, 2022 to Mar 31, 2023
- Assets in custody · $15B to $15BDec 8, 2022 to Mar 31, 2023
- Employees · 22 to 25Dec 8, 2022 to Mar 31, 2023
- Other offices · 2 to 1Dec 8, 2022 to Mar 31, 2023
- Discretionary RAUM · $16B to $16BDec 8, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $16B to $16BDec 8, 2022 to Mar 31, 2023
Signals
9 dated events
- Hrtg Gpe, Llc reported RAUM $27.1B, up 31% from $20.6B (2026-01-03 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Nmn Jia Yang (Chief Financial Officer Of Schf (Gpe), Llc) no longer on Schedule A of Hrtg Gpe, Llc (listed 2022-03-31, absent 2022-04-18)Apr 18, 2022 · Control person left · inference
- Sek Lum Connie Wu (Chief Financial Officer Of Schf (Gpe), Llc) appeared on Schedule A of Hrtg Gpe, LlcApr 18, 2022 · Control person joined · fact
- Nmn Jia Yang (Chief Financial Officer Of Schf (Gpe), Llc) appeared on Schedule A of Hrtg Gpe, LlcNov 11, 2021 · Control person joined · fact
- Hrtg Gpe, Llc reported RAUM $14.1B, up 28% from $11.0B (2021-05-03 to 2021-08-31)Aug 31, 2021 · RAUM change · derived
- Andrews Betsy Johnson (Trustee Of Johnson Family Trust, Dated July 7, 2011) appeared on Schedule A of Hrtg Gpe, LlcJul 31, 2020 · Control person joined · fact
- Hrtg Gpe, Llc reported RAUM $6.6B, up 31% from $5.0B (2020-01-04 to 2020-03-27)Mar 27, 2020 · RAUM change · derived
- Thomas Kevin Slemp (Managing Member Of Schf (Gpe), Llc) appeared on Schedule A of Hrtg Gpe, LlcJan 4, 2020 · Control person joined · fact
- Hrtg Gpe, Llc reported RAUM $4.2B, up 31% from $3.2B (2017-08-30 to 2018-03-30)Mar 30, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- Hrtg Gpe, LLC · Independent Sponsorsshared crd · capital_provider
- Schf (gpe), LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/hrtgpartnersreportedpublic record, Form ADV, Sep 17, 2026
- Website
- hrtg.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 650-397-9070reportedpublic record, Form ADV, Jun 10, 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