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

H.I.G. Capital, LLC

Asset manager (funds and pooled vehicles)Miami, FloridaCRD 160711SEC 801-74338websiteIAPD
Latest filing Mar 31, 2026
First filing on the tape Feb 16, 2012 · 21 filings
SEC status approved since Mar 30, 2012
RAUM
$72B
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
1,039
533 advisory (5.B.1)
Offices
19
beyond the principal office
Private funds
151
reported on Schedule D
History
21 filings and snapshots on the tape
RAUM$72B as of Mar 31, 2026
Apr 1, 2013$13B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Apr 1, 20130 then
Employees (5.A)1,039 as of Mar 31, 2026
Apr 1, 2013324 then
Private funds151 as of Mar 31, 2026
Apr 1, 201321 then
RAUM +14% over the last fiscal year+9.8% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
$373MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.8%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived20 offices incl. principal (1.F.5)
RAUM growth, one year
+14%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 businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
Custody
$72B, 194 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$72B99%
  • Pension and profit-sharing plans$491M0.7%
  • Insurance companies$76.0M0.1%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
194reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$72B for 194 clientsreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=0.99 institutional_share=0.01 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
      Every departureEvery arrival
      Private funds
      136 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      H.I.G. Middle Market Lbo Fund IV, L.P.Private Equity Fund$6.3B388Mar 31, 2023
      H.I.G. Advantage Buyout Fund, L.P.Private Equity Fund$4.3B233Mar 30, 2018
      H.I.G. Middle Market Lbo Fund III, L.P.Private Equity Fund$4.1B240Mar 30, 2020
      H.I.G. Europe Middle Market Lbo Fund, L.P.Private Equity Fund$2.9B41Mar 30, 2020
      H.I.G. Europe Capital Partners III, L.P.Private Equity Fund$2.1B37Mar 30, 2021
      H.I.G. Bayside Loan Opportunity Fund Vi, L.P.Private Equity Fund$2.1B113Mar 30, 2020
      H.I.G. Bayside Loan Opportunity Fund V (Europe-US$), L.P.Private Equity Fund$1.9B24Sep 28, 2018
      H.I.G. Capital Partners Vi, L.P.Private Equity Fund$1.8B135Mar 30, 2021
      H.I.G. Advantage Buyout Fund II, L.P.Private Equity Fund$1.6B93Mar 31, 2023
      H.I.G. Middle Market Lbo Fund II, L.P.Private Equity Fund$1.5B134Mar 31, 2014
      H.I.G. Whitehorse Principal Lending Offshore Fund, L.P.Private Equity Fund$1.5B2Mar 29, 2019
      H.I.G. Growth Buyouts & Equity Fund III, L.P.Private Equity Fund$1.3B92Mar 29, 2019
      H.I.G. Whitehorse Principal Lending Fund, L.P.Private Equity Fund$1.1B45Mar 29, 2019
      H.I.G. Europe Capital Partners II, L.P.Private Equity Fund$999M116Mar 31, 2014
      H.I.G. Bayside Loan Opportunity Fund IV, L.P.Private Equity Fund$845M50Mar 31, 2015
      H.I.G. Private Equity Co-Investment Fund, L.P.Private Equity Fund$840M36Mar 30, 2020
      H.I.G. Bayside Debt & Lbo Fund II, L.P.Private Equity Fund$786M201Feb 16, 2012
      H.I.G. Capital Partners V, L.P.Private Equity Fund$768M122Apr 1, 2013
      H.I.G. Infrastructure Partners A, L.P.Private Equity Fund$757M31Mar 31, 2022
      H.I.G. Europe Realty Partners II (US$), L.P.Real Estate Fund$695M29Mar 30, 2018
      H.I.G. Bayside Loan Opportunity Cayman Fund II, L.P.no longer reportedPrivate Equity Fund$679M40Feb 16, 2012
      H.I.G. Bayside Loan Opportunity Fund V (Europe-Euro), L.P.Private Equity Fund$664M4Sep 28, 2018
      H.I.G. Realty Partners IV (Onshore), L.P.Real Estate Fund$641M91Mar 30, 2020
      H.I.G. Whitehorse Loan Fund - 2020, L.P.Private Equity Fund$640M3Mar 30, 2020
      H.I.G. Europe Realty Partners III (US$), L.P.Real Estate Fund$616M20Mar 31, 2023
      H.I.G. Whitehorse Direct Lending Fund - 2020, L.P.Private Equity Fund$606M17Mar 30, 2020
      H.I.G. Whitehorse Trinity, L.P.Private Equity Fund$551M2Mar 30, 2017
      H.I.G. Whitehorse Virtus, L.P.Private Equity Fund$525M2Mar 30, 2020
      H.I.G. Whitehorse Loan Fund, L.P.Private Equity Fund$488M3Mar 30, 2017
      H.I.G. Bayside Loan Opportunity Fund Vii (Europe-US$), L.P.Private Equity Fund$467M13Mar 31, 2023
      H.I.G. Europe Middle Market Lbo Fund-Ca, L.P.Private Equity Fund$452M9Mar 30, 2021
      H.I.G. Growth Buyouts & Equity Fund II, L.P.Private Equity Fund$438M64Feb 16, 2012
      H.I.G. Brazil & Latin America Partners A, L.P.Private Equity Fund$429M3Mar 30, 2016
      H.I.G. Whitehorse Middle Market Unlevered Loan Fund, L.P.Private Equity Fund$415M3Mar 31, 2023
      H.I.G. Brazil & Latin America Partners B, L.P.Private Equity Fund$412M20Mar 30, 2016
      H.I.G. Brazil & Latin America Partners C, L.P.Private Equity Fund$382M19Mar 30, 2016
      H.I.G. Whitehorse Ssg Cc Sma LLCPrivate Equity Fund$372M1Mar 30, 2020
      H.I.G. Heliodor 2021 PcPrivate Equity Fund$364M7Mar 31, 2023
      H.I.G. Whitehorse - Tristar, L.P.Private Equity Fund$361M2Sep 28, 2018
      H.I.G. Bayside Loan Opportunity Fund III (Europe-US$), L.P.Private Equity Fund$356M23Apr 1, 2013
      All funds of H.I.G. Capital, LLC
      Owners and control persons
      Schedule A and B, latest filing
      • Joseph Chad Buresh · Chief Financial Officercontrol
        since 04/2022 · owns less than 5%
      • Sami Mnaymneh · Co-Executive Chairman And Ceocontrol
        since 07/1998 · owns less than 5%
      • Rick Rosen · Co-Presidentcontrol
        since 12/2019 · owns less than 5%
      • D Brian Schwartz · Co-Presidentcontrol
        since 12/2019 · owns less than 5%
      • Richard Siegel · General Counsel And Chief Compliance Officercontrol
        since 07/2005 · owns less than 5%
      • Anthony Tamer · Co-Executive Chairmancontrol
        since 07/1998 · owns less than 5%
      • Ruth Brophy · Senior Advisor
        since 06/2018 · owns less than 5%
      Entity owners
      • H.I.G. Capital Partners, LP · Member
        direct · owns 50% to 75%
      • H.I.G.-Gp Global, LLC · Manager
        direct · owns less than 5%
      • Dyal Capital Partners Hotshot Aggregator Ah I LP · Member, H.I.G. Capital Advisor Holdings, L.L.C.
        indirect · owns 75% or more of H.I.G. Capital Advisor Holdings, L.L.C.
      • Dyal Capital Partners Hotshot Aggregator Ah II LP · Member, H.I.G. Capital Advisor Holdings II, L.L.C.
        indirect · owns 75% or more of H.I.G. Capital Advisor Holdings II, L.L.C.
      • Dyal Capital Partners IV Hotshot Aggregator (A) LP · Member, H.I.G. Capital Advisor Holdings 2018 II, L.L.C.
        indirect · owns 75% or more of H.I.G. Capital Advisor Holdings 2018 II, L.L.C.
      • Dyal Capital Partners IV Hotshot Aggregator (A) LP · Member, H.I.G. Capital Advisor Holdings 2018, L.L.C.
        indirect · owns 75% or more of H.I.G. Capital Advisor Holdings 2018, L.L.C.
      • H.I.G.-Gp Global, LLC · Manager, H.I.G. Capital Advisor Holdings 2018 II, L.L.C.
        indirect · owns F of H.I.G. Capital Advisor Holdings 2018 II, L.L.C.
      • H.I.G.-Gp Global, LLC · General Partner, H.I.G. Capital Partners, LP
        indirect · owns F of H.I.G. Capital Partners, LP
      • H.I.G.-Gp Global, LLC · Manager, H.I.G. Capital Advisor Holdings, L.L.C.
        indirect · owns F of H.I.G. Capital Advisor Holdings, L.L.C.
      • H.I.G.-Gp Global, LLC · Manager, H.I.G. Capital Advisor Holdings II, L.L.C.
        indirect · owns F of H.I.G. Capital Advisor Holdings II, L.L.C.
      • H.I.G.-Gp Global, LLC · Manager, H.I.G. Capital Advisor Holdings 2018, L.L.C.
        indirect · owns F of H.I.G. Capital Advisor Holdings 2018, L.L.C.
      • Nb Dyal Gp Holdings LLC · General Partner, Dyal Capital Partners IV Hotshot Aggregator (A) LP
        indirect · owns F of Dyal Capital Partners IV Hotshot Aggregator (A) LP
      • Nb Dyal Gp Holdings LLC · General Partner, Dyal Capital Partners Hotshot Aggregator Ah I LP
        indirect · owns F of Dyal Capital Partners Hotshot Aggregator Ah I LP
      • Nb Dyal Gp Holdings LLC · General Partner, Dyal Capital Partners Hotshot Aggregator Ah II LP
        indirect · owns F of Dyal Capital Partners Hotshot Aggregator Ah II LP
      • H.I.G. Capital Advisor Holdings 2018 II, L.L.C. · Member
        direct · owns 5% to 10%
      • H.I.G. Capital Advisor Holdings 2018, L.L.C. · Member
        direct · owns 5% to 10%
      • H.I.G. Capital Advisor Holdings II, L.L.C. · Member
        direct · owns 5% to 10%
      • H.I.G. Capital Advisor Holdings, L.L.C. · Member
        direct · owns 5% to 10%
      Related persons
      Schedule D 7.A
      • Bayside Opportunity Advisors, L.L.C.
        bankpooled vehicle sponsorn
      • H.I.G. Advantage Advisors II, LLC
        pooled vehicle sponsorn
      • H.I.G. Advantage Advisors, LLC
        pooled vehicle sponsorn
      • H.I.G. Advisors IV, L.L.C.
        pooled vehicle sponsorn
      • H.I.G. Advisors V, L.L.C.
        pooled vehicle sponsorn
      • H.I.G. Advisors Vi, LLC
        pooled vehicle sponsorn
      • H.I.G. Advisors, L.L.C.
        pooled vehicle sponsorn
      • H.I.G. Bayside Advisors II, L.L.C.
        bankpooled vehicle sponsorn
      • H.I.G. Bayside Loan Advisors III (Europe-Euro), L.P.
        bankpooled vehicle sponsorn
      • H.I.G. Bayside Loan Advisors III (Europe-US$), L.P.
        bankpooled vehicle sponsorn
      • H.I.G. Bayside Loan Advisors IV, LLC
        bankpooled vehicle sponsorn
      • H.I.G. Bayside Loan Advisors V (Europe-Euro), L.P.
        bankpooled vehicle sponsorn
      • H.I.G. Bayside Loan Advisors V (Europe-US$), L.P.
        bankpooled vehicle sponsorn
      • H.I.G. Bayside Loan Advisors Vi, LLC
        pooled vehicle sponsorn
      • H.I.G. Bayside Loan Advisors Vii (Europe-Euro), S.A R.L.
        pooled vehicle sponsorn
      • H.I.G. Bayside Loan Advisors Vii (Europe-US$), L.P.
        pooled vehicle sponsorn
      • H.I.G. Bayside Loan Advisors, LLC
        bankpooled vehicle sponsorn
      • H.I.G. Biohealth Advisors III, LLC
        pooled vehicle sponsorn
      • H.I.G. Bioventures Advisors, LLC
        pooled vehicle sponsorn
      • H.I.G. Brazil & Latin America Advisors, L.P.
        pooled vehicle sponsorn
      • H.I.G. Capital - Tmrs Capella Sma Advisors, LLC
        pooled vehicle sponsorn
      • H.I.G. Capital - Virtus Sma Advisors, LLC
        pooled vehicle sponsorn
      • H.I.G. Europe Advisors II, L.P.
        bankpooled vehicle sponsorn
      • H.I.G. Europe Advisors III, L.P.
        pooled vehicle sponsorn
      • H.I.G. Europe Advisors, L.P.
        bankpooled vehicle sponsorn
      • H.I.G. Europe Middle Market Advisors-Ca, L.P.
        pooled vehicle sponsorn
      • H.I.G. Europe Middle Market Advisors, L.P.
        pooled vehicle sponsorn
      • H.I.G. Europe Realty Advisors II (US$), L.P.
        pooled vehicle sponsorn
      • H.I.G. Europe Realty Advisors II, L.P.
        pooled vehicle sponsorn
      • H.I.G. Europe Realty Advisors III (US$), L.P.
        pooled vehicle sponsorn
      Advisers that list H.I.G. Capital, LLC as a related person
      Offices
      Schedule D 1.F, the 25 largest
      • New York, NY144 employees
      • London, United Kingdom102 employees
      • San Francisco, CA72 employees
      • Boston, MA41 employees
      • Leblon, Rio De Janeiro, Brazil21 employees
      • Milan, Italy17 employees
      • Chicago, IL16 employees
      • Paris, France12 employees
      • Hamburg, Germany12 employees
      • Madrid, Spain10 employees
      • Stamford, CT8 employees
      • Bogota, Colombia8 employees
      • Dallas, TX8 employees
      • Los Angeles, CA7 employees
      • Atlanta, GA1 employees
      • Luxembourg, Luxembourg
      • Dubai, United Arab Emirates
      • Coral Gables, FL
      What changed
      consecutive filings, newest first
      • Accounts · 181 to 194
        Mar 31, 2025 to Mar 31, 2026
      • Advisory employees · 542 to 533
        Mar 31, 2025 to Mar 31, 2026
      • Pooled vehicle clients · 172 to 185
        Mar 31, 2025 to Mar 31, 2026
      • Assets in custody · $64B to $72B
        Mar 31, 2025 to Mar 31, 2026
      • Employees · 1,007 to 1,039
        Mar 31, 2025 to Mar 31, 2026
      • Private funds · 142 to 151
        Mar 31, 2025 to Mar 31, 2026
      • Discretionary RAUM · $64B to $72B
        Mar 31, 2025 to Mar 31, 2026
      • Pension RAUM · $455M to $491M
        Mar 31, 2025 to Mar 31, 2026
      • Pooled vehicle RAUM · $63B to $72B
        Mar 31, 2025 to Mar 31, 2026
      • RAUM · $64B to $72B
        Mar 31, 2025 to Mar 31, 2026
      • Accounts · 162 to 181
        Mar 29, 2024 to Mar 31, 2025
      • Advisory employees · 558 to 542
        Mar 29, 2024 to Mar 31, 2025
      • Pooled vehicle clients · 153 to 172
        Mar 29, 2024 to Mar 31, 2025
      • Assets in custody · $57B to $64B
        Mar 29, 2024 to Mar 31, 2025
      • Employees · 1,020 to 1,007
        Mar 29, 2024 to Mar 31, 2025
      • Financial planning clients · unset to
        Mar 29, 2024 to Mar 31, 2025
      • Private funds · 124 to 142
        Mar 29, 2024 to Mar 31, 2025
      • Discretionary RAUM · $57B to $64B
        Mar 29, 2024 to Mar 31, 2025
      • Pension RAUM · $477M to $455M
        Mar 29, 2024 to Mar 31, 2025
      • Pooled vehicle RAUM · $57B to $63B
        Mar 29, 2024 to Mar 31, 2025
      • RAUM · $57B to $64B
        Mar 29, 2024 to Mar 31, 2025
      • Accounts · 147 to 162
        May 16, 2023 to Mar 29, 2024
      • Advisory employees · 566 to 558
        May 16, 2023 to Mar 29, 2024
      • Pooled vehicle clients · 138 to 153
        May 16, 2023 to Mar 29, 2024
      • Assets in custody · $53B to $57B
        May 16, 2023 to Mar 29, 2024
      • Employees · 991 to 1,020
        May 16, 2023 to Mar 29, 2024
      • Other offices · 18 to 19
        May 16, 2023 to Mar 29, 2024
      • Private funds · 111 to 124
        May 16, 2023 to Mar 29, 2024
      • Discretionary RAUM · $54B to $57B
        May 16, 2023 to Mar 29, 2024
      • Pension RAUM · $468M to $477M
        May 16, 2023 to Mar 29, 2024
      • Pooled vehicle RAUM · $53B to $57B
        May 16, 2023 to Mar 29, 2024
      • RAUM · $54B to $57B
        May 16, 2023 to Mar 29, 2024
      • Accounts · 151 to 147
        Mar 31, 2023 to May 16, 2023
      • Pooled vehicle clients · 142 to 138
        Mar 31, 2023 to May 16, 2023
      • Private funds · 115 to 111
        Mar 31, 2023 to May 16, 2023
      • Discretionary RAUM · $55B to $54B
        Mar 31, 2023 to May 16, 2023
      • Pooled vehicle RAUM · $54B to $53B
        Mar 31, 2023 to May 16, 2023
      • RAUM · $55B to $54B
        Mar 31, 2023 to May 16, 2023
      • Accounts · 134 to 151
        Mar 31, 2022 to Mar 31, 2023
      • Advisory employees · 515 to 566
        Mar 31, 2022 to Mar 31, 2023
      Signals
      5 dated events
      • Anne Susan Gentile (Chief Financial And Administrative Officer) no longer on Schedule A of H.I.G. Capital, Llc (listed 2022-03-31, absent 2023-03-31)
        Mar 31, 2023 · Control person left · inference
      • Joseph Chad Buresh (Chief Financial Officer) appeared on Schedule A of H.I.G. Capital, Llc
        Mar 31, 2023 · Control person joined · fact
      • Rick Rosen (Co-President) appeared on Schedule A of H.I.G. Capital, Llc
        Mar 31, 2022 · Control person joined · fact
      • D Brian Schwartz (Co-President) appeared on Schedule A of H.I.G. Capital, Llc
        Mar 31, 2022 · Control person joined · fact
      • H.I.G. Capital, Llc reported RAUM $26.1B, up 25% from $20.8B (2018-09-28 to 2019-03-29)
        Mar 29, 2019 · RAUM change · derived
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/h-i-g--capitalreportedpublic record, Form ADV, Sep 17, 2026
      Website
      HIG.COMreportedpublic record, Form ADV, Sep 17, 2026
      Principal office phone
      305-379-2322reportedpublic record, Form ADV, Mar 31, 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.I.G. Capital, LLC 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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