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•••••••

Asset manager (funds and pooled vehicles)San Francisco, CaliforniaCRD 157618SEC 801-74152websiteIAPD
Legal name H••••••••• M••••••••• C••••••• I•••
Latest filing Mar 23, 2026
First filing on the tape Feb 14, 2012 · 24 filings
SEC status approved since Mar 30, 2012
RAUM
$1.7B
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
16
11 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
13
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$1.7B as of Mar 23, 2026
Mar 28, 2013$950M then
HNW client RAUM$0 as of Mar 23, 2026
Mar 22, 2018$0 then
State-registered IARs (5.B.3)0 as of Mar 23, 2026
Mar 28, 20130 then
Employees (5.A)16 as of Mar 23, 2026
Mar 28, 201318 then
Private funds13 as of Mar 23, 2026
Mar 28, 201314 then
RAUM +15% over the last fiscal year+6.2% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 23, 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
$132MderivedRAUM 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
+15%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
yesreportedItem 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)
  • 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 testimonials (5.L.1.c)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$1.7B100%
Individual clients
0reported
HNW clients
0reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
13reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$0 for 0 clientsreported
Compensation
% of AUMreported
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
      Every departureEvery arrival
      Private funds
      20 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      H••••••••• E••••• I•••••••• V•• L•••Private Equity Fund$580M50Mar 29, 2016
      H••••••••• E••••• I•••••••• V• L•••Private Equity Fund$272M90Feb 14, 2012
      H••••••••• E••••• I•••••••• V••• L•Private Equity Fund$247M54Mar 24, 2022
      H••••••••• E••••• I•••••••• I• L•••Private Equity Fund$95.6M95Feb 14, 2012
      H••••••••• I• C•• L•••Private Equity Fund$74.0M36Mar 24, 2022
      H••••••••• E••••• A••••••••• V••• L•Private Equity Fund$34.9M39Mar 24, 2022
      H••••••••• E••••• A••••••••• V• L•••Private Equity Fund$27.8M21Mar 29, 2016
      H••••••••• C• I•• L•••Private Equity Fund$21.1M41Mar 28, 2023
      H••••••••• E••••• A••••••••• V• L•••Private Equity Fund$8.2M10Feb 14, 2012
      H••••••••• D••• I•••••••• L••no longer reportedPrivate Equity Fund$6.6M28Feb 14, 2012
      H••••••••• E••••• P••••••• L•••no longer reportedPrivate Equity Fund$5.1M103Feb 14, 2012
      H••••••••• E••••• A••••••••• I• L•••Private Equity Fund$4.7M13Feb 14, 2012
      H••••••••• M•••• F••• L•••no longer reportedPrivate Equity Fund$2.8M80Feb 14, 2012
      H••••••••• E••••• I•••••••• I•• L•••Private Equity Fund$1.8M73Feb 14, 2012
      H••••••••• M•••• F••• S••• L•••no longer reportedPrivate Equity Fund$1.6M1Feb 14, 2012
      H••••••••• P••••• F••• L••no longer reportedPrivate Equity Fund$1.6M38Feb 14, 2012
      H••••••••• E••••• I•••••••• I• L•••Private Equity Fund$1.3M66Feb 14, 2012
      H••••••••• E••••• P••••••• A• L•••no longer reportedPrivate Equity Fund$162,68214Feb 14, 2012
      H••••••••• E••••• I•••••••• S••• L•••Private Equity Fund$25,9032Feb 14, 2012
      H••••••••• E••••• I•••••••• L•••no longer reportedPrivate Equity Fund$050Feb 14, 2012
      Owners and control persons
      Schedule A and B, latest filing
      • D•••• A••••••••• C•••••• · Managing Directorcontrol
        since 07/2024 · owns less than 5%
      • H••••••••• M•••• G• •• O•••• · Managing Directorcontrol
        since 09/2006 · owns less than 5%
      • N••••••• J•••••• M• •• O•••• · Managing Director And Chief Compliance Officercontrol
        since 05/2001 · owns 10% to 25%
      • R•••••••• J•••• A• •• O•••• · Chief Financial Officercontrol
        since 09/1999 · owns less than 5%
      • R•••••••• B••••• D• •• O•••• · Managing Directorcontrol
        since 03/1998 · owns 10% to 25%
      • G••••••••• H•• I••••• · Trustee Of T•• H• I••••• G•••••••• R•••••••• T••••
        since 12/1995 · owns 10% to 25%
      • J••••••• M••••••• C•••••• · Special Limited Partner
        since 01/1994 · owns 10% to 25%
      • W••••••••• E••••• •••• · Special Limited Partner
        since 01/1994 · owns 10% to 25%
      Entity owners
      • T•• H• I••••• G•••••••• R•••••••• T•••• · Member
        direct · owns 10% to 25%
      Related persons
      Schedule D 7.A
      • H••••••••• C• I• G•• L•••••
        pooled vehicle sponsorn
      • H••••••••• E••••• P••••••• I• L••
        pooled vehicle sponsorn
      • H••••••••• E••••• P••••••• I• L••
        pooled vehicle sponsorn
      • H••••••••• E••••• P••••••• S••• L••
        pooled vehicle sponsorn
      • H••••••••• E••••• P••••••• V• L••
        pooled vehicle sponsorn
      • H••••••••• E••••• P••••••• V•• L••
        pooled vehicle sponsorn
      • H••••••••• E••••• P••••••• V••• L••
        pooled vehicle sponsorn
      • H••••••••• I• C• G•• L•••••
        pooled vehicle sponsorn
      • H••••••••• P••••••• M••••••••• C••• I•••
        investment adviserpooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      • Boston, MA1 employees
      ADV anomalies
      1 against comparable advisers; where to look, not conclusions
      • custody status changedChange between filings · filing Mar 23, 2026
        custody of client assets (Item 9.A): no on the filing of 2025-07-24, yes on the filing of 2026-03-23
        peers: asset managers, $1B to $5B (1,506)
      How anomalies are measured
      What changed
      consecutive filings, newest first
      • Advisory employees · 14 to 11
        Jul 24, 2025 to Mar 23, 2026
      • Custody of client assets · false to true
        Jul 24, 2025 to Mar 23, 2026
      • Employees · 20 to 16
        Jul 24, 2025 to Mar 23, 2026
      • Discretionary RAUM · $1.5B to $1.7B
        Jul 24, 2025 to Mar 23, 2026
      • Pooled vehicle RAUM · $1.5B to $1.7B
        Jul 24, 2025 to Mar 23, 2026
      • RAUM · $1.5B to $1.7B
        Jul 24, 2025 to Mar 23, 2026
      • Financial planning clients · unset to
        Mar 21, 2025 to Jul 24, 2025
      • Advisory employees · 10 to 14
        Dec 14, 2024 to Mar 21, 2025
      • Employees · 16 to 20
        Dec 14, 2024 to Mar 21, 2025
      • Discretionary RAUM · $1.4B to $1.5B
        Dec 14, 2024 to Mar 21, 2025
      • Pooled vehicle RAUM · $1.4B to $1.5B
        Dec 14, 2024 to Mar 21, 2025
      • RAUM · $1.4B to $1.5B
        Dec 14, 2024 to Mar 21, 2025
      • Employees · 17 to 16
        Mar 28, 2023 to Mar 26, 2024
      • Discretionary RAUM · $1.4B to $1.4B
        Mar 28, 2023 to Mar 26, 2024
      • Pooled vehicle RAUM · $1.4B to $1.4B
        Mar 28, 2023 to Mar 26, 2024
      • RAUM · $1.4B to $1.4B
        Mar 28, 2023 to Mar 26, 2024
      • Accounts · 12 to 13
        Nov 3, 2022 to Mar 28, 2023
      • Advisory employees · 12 to 10
        Nov 3, 2022 to Mar 28, 2023
      • Pooled vehicle clients · 12 to 13
        Nov 3, 2022 to Mar 28, 2023
      • Employees · 19 to 17
        Nov 3, 2022 to Mar 28, 2023
      • Private funds · 12 to 13
        Nov 3, 2022 to Mar 28, 2023
      • Discretionary RAUM · $1.5B to $1.4B
        Nov 3, 2022 to Mar 28, 2023
      • Pooled vehicle RAUM · $1.5B to $1.4B
        Nov 3, 2022 to Mar 28, 2023
      • RAUM · $1.5B to $1.4B
        Nov 3, 2022 to Mar 28, 2023
      • Accounts · 9 to 12
        Apr 13, 2021 to Mar 24, 2022
      • Advisory employees · 10 to 12
        Apr 13, 2021 to Mar 24, 2022
      • Pooled vehicle clients · 9 to 12
        Apr 13, 2021 to Mar 24, 2022
      • Employees · 17 to 19
        Apr 13, 2021 to Mar 24, 2022
      • Private funds · 9 to 12
        Apr 13, 2021 to Mar 24, 2022
      • Discretionary RAUM · $1.1B to $1.5B
        Apr 13, 2021 to Mar 24, 2022
      • Pooled vehicle RAUM · $1.1B to $1.5B
        Apr 13, 2021 to Mar 24, 2022
      • RAUM · $1.1B to $1.5B
        Apr 13, 2021 to Mar 24, 2022
      • Discretionary RAUM · $1.1B to $1.1B
        Mar 24, 2021 to Apr 13, 2021
      • Pooled vehicle RAUM · $1.1B to $1.1B
        Mar 24, 2021 to Apr 13, 2021
      • RAUM · $1.1B to $1.1B
        Mar 24, 2021 to Apr 13, 2021
      • Accounts · 12 to 9
        Apr 7, 2020 to Mar 24, 2021
      • Advisory employees · 11 to 10
        Apr 7, 2020 to Mar 24, 2021
      • Pooled vehicle clients · 12 to 9
        Apr 7, 2020 to Mar 24, 2021
      • Employees · 19 to 17
        Apr 7, 2020 to Mar 24, 2021
      • Other offices · 2 to 1
        Apr 7, 2020 to Mar 24, 2021
      Signals
      2 dated events
      • C•••••• A•••••••• D••• (Managing Director) appeared on Schedule A of H••••••••• P•••••••
        Dec 14, 2024 · Control person joined · fact
      • H••••••••• P••••••• reported RAUM $1.5B, up 42% from $1.1B (2021-04-13 to 2022-03-24)
        Mar 24, 2022 · RAUM change · derived
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Website
      H•••••••••PARTNERS.COMreportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      (415) 955-9020reportedpublic record, Form ADV, Mar 23, 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