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••••••••• I••••••••• P•••••••
Legal name H••••••••• I••••••••• P•••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Jun 6, 2017 · 14 filings
SEC status approved since Jul 10, 2017
RAUM
$326M
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
9
9 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
5
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$326M as of Mar 31, 2026
Mar 28, 2018$278M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 28, 20180 then
Employees (5.A)9 as of Mar 31, 2026
Mar 28, 20189 then
Private funds5 as of Mar 31, 2026
Mar 28, 20183 then
RAUM -0.9% over the last fiscal year-4.3% 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
- $65.2MderivedRAUM 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
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- -0.9%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
- 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)
- 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$326M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 5reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- 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
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| H••••••••• I••••••••• F••• I• •••••••• F••••• L••• | Private Equity Fund | $171M | 127 | Mar 31, 2022 |
| H••••••••• I••••••••• F••• I•• •••••••• F••••• L••• | Private Equity Fund | $87.9M | 58 | Mar 31, 2017 |
| H••••••••• I••••••••• F••• I•• L••• | Private Equity Fund | $81.4M | 75 | Mar 31, 2012 |
| H••••••••• I••••••••• F••• I••• L••• | Private Equity Fund | $29.3M | 86 | Mar 31, 2017 |
| H••••••••• I••••••••• F••• I•• L•• | Private Equity Fund | $11.8M | 23 | Mar 31, 2022 |
| H••••••••• I••••••••• F•••• L•••no longer reported | Private Equity Fund | $0 | 60 | Mar 31, 2012 |
Owners and control persons
Schedule A and B, latest filing
- A•••••••• B••••• W•••••• · Manager, Membercontrolsince 12/2005 · owns 10% to 25%
- D•••••• M•••• J••••• · Member Manager, Chief Financial Officer, Chief Compliance Officercontrolsince 01/2024 · owns 10% to 25%
- D•••••• P••••••• S••••• · Manager, Membercontrolsince 12/2005 · owns 10% to 25%
- H••••••••• S••••• J•••• · Manager, Membercontrolsince 01/2019 · owns 10% to 25%
- T•••••••• J••••••• S•••• · Manager, Membercontrolsince 01/2015 · owns 10% to 25%
Related persons
Schedule D 7.A
- H••••••••• I••••••••• M••••••••• I•• L••pooled vehicle sponsorn
- H••••••••• I••••••••• M••••••••• I••• L••pooled vehicle sponsorn
- H••••••••• I••••••••• M••••••••• I•• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Financial planning clients · to 0Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $329M to $326MMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $329M to $326MMar 31, 2025 to Mar 31, 2026
- RAUM · $329M to $326MMar 31, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 27, 2024 to Mar 31, 2025
- Discretionary RAUM · $382M to $329MMar 27, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $382M to $329MMar 27, 2024 to Mar 31, 2025
- RAUM · $382M to $329MMar 27, 2024 to Mar 31, 2025
- Advisory employees · 8 to 9Jul 13, 2023 to Mar 27, 2024
- Discretionary RAUM · $371M to $382MJul 13, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $371M to $382MJul 13, 2023 to Mar 27, 2024
- RAUM · $371M to $382MJul 13, 2023 to Mar 27, 2024
- Advisory employees · 9 to 8Mar 31, 2022 to Mar 31, 2023
- Other offices · 1 to 2Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $359M to $371MMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $359M to $371MMar 31, 2022 to Mar 31, 2023
- RAUM · $359M to $371MMar 31, 2022 to Mar 31, 2023
- Accounts · 3 to 5Nov 2, 2021 to Mar 31, 2022
- Pooled vehicle clients · 3 to 5Nov 2, 2021 to Mar 31, 2022
- Private funds · 3 to 5Nov 2, 2021 to Mar 31, 2022
- Discretionary RAUM · $340M to $359MNov 2, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $340M to $359MNov 2, 2021 to Mar 31, 2022
- RAUM · $340M to $359MNov 2, 2021 to Mar 31, 2022
- Advisory employees · 4 to 9Mar 30, 2020 to Mar 31, 2021
- Employees · 8 to 9Mar 30, 2020 to Mar 31, 2021
- Discretionary RAUM · $290M to $340MMar 30, 2020 to Mar 31, 2021
- Pooled vehicle RAUM · $290M to $340MMar 30, 2020 to Mar 31, 2021
- RAUM · $290M to $340MMar 30, 2020 to Mar 31, 2021
- Employees · 9 to 8Mar 29, 2019 to Mar 30, 2020
- Discretionary RAUM · $273M to $290MMar 29, 2019 to Mar 30, 2020
- Pooled vehicle RAUM · $273M to $290MMar 29, 2019 to Mar 30, 2020
- RAUM · $273M to $290MMar 29, 2019 to Mar 30, 2020
- Discretionary RAUM · $278M to $273MMay 8, 2018 to Mar 29, 2019
- Pooled vehicle RAUM · $278M to $273MMay 8, 2018 to Mar 29, 2019
- RAUM · $278M to $273MMay 8, 2018 to Mar 29, 2019
- Pooled vehicle clients · unset to 3.0Jun 15, 2017 to Mar 28, 2018
- Employees · 10 to 9Jun 15, 2017 to Mar 28, 2018
- Other offices · unset to 1.0Jun 15, 2017 to Mar 28, 2018
- Private funds · 4 to 3Jun 15, 2017 to Mar 28, 2018
- Discretionary RAUM · $250M to $278MJun 15, 2017 to Mar 28, 2018
Signals
1 dated events
- H••••••••• I••••••••• P••••••• filed its initial SEC registration (Form ADV)Jun 6, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- H••••••••• I••••••••• P••••••• · Independent Sponsorsshared crd · capital_provider
- H••••••••• I••••••••• P••••••• · Private Equityshared crd · organization
- H••••••••• I••••••••• P••••••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- H••••://WWW.H•••••••••PARTNERS.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 813-490-7100reportedpublic 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