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••• C••• C•••••• L•
Latest filing Apr 8, 2026
First filing on the tape Jan 16, 2020 · 15 filings
SEC status approved since Feb 18, 2020
RAUM
$4.9B
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
7
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$4.9B as of Apr 8, 2026
Mar 4, 2021$223M then
HNW client RAUM$0 as of Apr 8, 2026
Mar 4, 2021$0 then
State-registered IARs (5.B.3)0 as of Apr 8, 2026
Mar 4, 20210 then
Employees (5.A)7 as of Apr 8, 2026
Mar 4, 20213 then
Private funds2 as of Apr 8, 2026
Mar 4, 20211 then
RAUM +69% over the last fiscal year+60% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 8, 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
- $811MderivedRAUM 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
- +69%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
- $4.9B, 6 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$4.9B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 6reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $4.9B for 6 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=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
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| H••• C••• C•••••• M••••• F••• L• | Hedge Fund | $1.6B | 100 | Jan 16, 2020 |
| H••• C••• F••• I• L•• | Private Equity Fund | $224M | 25 | Mar 28, 2022 |
| H••• C••• F••• I• L•• | Hedge Fund | $0 | 0 | Mar 31, 2023 |
| H••• C••• F••• I•• L•• | Hedge Fund | $0 | 0 | Mar 31, 2023 |
Owners and control persons
Schedule A and B, latest filing
- F••••••• H••••••• A•••••• · Chief Investment Officer/ Limited Partner/ Managing Partnercontrolsince 10/2019 · owns 75% or more
- R•••••••• M••••••• T••• · Chief Compliance Officer/ Chief Financial Officercontrolsince 10/2019 · owns less than 5%
- F••••••• H••••••• A•••••• · Managing Membercontrolsince 10/2019 · owns 75% or more of H••• C••• G• L••
Entity owners
- H••• C••• G• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- H••• C••• C•••••• G• L••bankpooled vehicle sponsorn
- H••• C••• F••• I• G• L••bankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Apr 8, 2026RAUM (Item 5.F) moved from $2,871,741,355 to $4,864,041,930 (+69.0%) between the annual amendments of 2025-03-26 and 2026-04-08; the peer median change was +11.0% (1368 comparable advisers, 90.0th percentile of changes)peers: asset managers, $1B to $5B (1,368) · 90% percentile
What changed
consecutive filings, newest first
- Assets in custody · $2.9B to $4.9BMar 26, 2025 to Mar 25, 2026
- Discretionary RAUM · $2.9B to $4.9BMar 26, 2025 to Mar 25, 2026
- Pooled vehicle RAUM · $2.9B to $4.9BMar 26, 2025 to Mar 25, 2026
- RAUM · $2.9B to $4.9BMar 26, 2025 to Mar 25, 2026
- Advisory employees · 4 to 5Mar 28, 2024 to Mar 26, 2025
- Assets in custody · $1.8B to $2.9BMar 28, 2024 to Mar 26, 2025
- Employees · 6 to 7Mar 28, 2024 to Mar 26, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 26, 2025
- Discretionary RAUM · $1.8B to $2.9BMar 28, 2024 to Mar 26, 2025
- Pooled vehicle RAUM · $1.8B to $2.9BMar 28, 2024 to Mar 26, 2025
- RAUM · $1.8B to $2.9BMar 28, 2024 to Mar 26, 2025
- Related adviser · true to falseMar 28, 2024 to Mar 26, 2025
- Assets in custody · $1.2B to $1.8BMar 31, 2023 to Mar 28, 2024
- Employees · 5 to 6Mar 31, 2023 to Mar 28, 2024
- Private funds · 4 to 2Mar 31, 2023 to Mar 28, 2024
- Discretionary RAUM · $1.2B to $1.8BMar 31, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $1.2B to $1.8BMar 31, 2023 to Mar 28, 2024
- RAUM · $1.2B to $1.8BMar 31, 2023 to Mar 28, 2024
- Accounts · 4 to 6May 9, 2022 to Mar 31, 2023
- Advisory employees · 3 to 4May 9, 2022 to Mar 31, 2023
- Pooled vehicle clients · 4 to 6May 9, 2022 to Mar 31, 2023
- Assets in custody · $595M to $1.2BMay 9, 2022 to Mar 31, 2023
- Employees · 4 to 5May 9, 2022 to Mar 31, 2023
- Private funds · 2 to 4May 9, 2022 to Mar 31, 2023
- Discretionary RAUM · $595M to $1.2BMay 9, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $595M to $1.2BMay 9, 2022 to Mar 31, 2023
- RAUM · $595M to $1.2BMay 9, 2022 to Mar 31, 2023
- Accounts · 3 to 4May 18, 2021 to Mar 28, 2022
- Advisory employees · 2 to 3May 18, 2021 to Mar 28, 2022
- Pooled vehicle clients · 3 to 4May 18, 2021 to Mar 28, 2022
- Assets in custody · $223M to $595MMay 18, 2021 to Mar 28, 2022
- Employees · 3 to 4May 18, 2021 to Mar 28, 2022
- HQ city · HINGHAM to BOSTONMay 18, 2021 to Mar 28, 2022
- Private funds · 1 to 2May 18, 2021 to Mar 28, 2022
- Discretionary RAUM · $223M to $595MMay 18, 2021 to Mar 28, 2022
- Pooled vehicle RAUM · $223M to $595MMay 18, 2021 to Mar 28, 2022
- RAUM · $223M to $595MMay 18, 2021 to Mar 28, 2022
- HQ city · COHASSET to HINGHAMMar 4, 2021 to May 18, 2021
- Assets in custody · $117M to $223MAug 4, 2020 to Mar 4, 2021
- Discretionary RAUM · $117M to $223MAug 4, 2020 to Mar 4, 2021
Signals
9 dated events
- H••• C••• C•••••• L• reported RAUM $4.9B, up 69% from $2.9B (2025-03-26 to 2026-03-25)Mar 25, 2026 · RAUM change · derived
- H••• C••• C•••••• L• reported RAUM $2.9B, up 58% from $1.8B (2024-03-28 to 2025-03-26)Mar 26, 2025 · RAUM change · derived
- H••• C••• C•••••• L• reported RAUM $1.8B, up 52% from $1.2B (2023-03-31 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- H••• C••• C•••••• L• reported RAUM $1.2B, up 100% from $595.0M (2022-05-09 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- H••• C••• C•••••• L• reported RAUM $595.0M, up 167% from $223.0M (2021-05-18 to 2022-03-28)Mar 28, 2022 · RAUM change · derived
- H••• C••• C•••••• L• reported RAUM $223.0M, up 90% from $117.2M (2020-08-04 to 2021-03-04)Mar 4, 2021 · RAUM change · derived
- Anselem H•••••• F•••••• (Chief Investment Officer/ Limited Partner/ Managing Partner) appeared on Schedule A of H••• C••• C•••••• L•Mar 13, 2020 · Control person joined · fact
- S H•••••• F•••••• (Managing Member) no longer on Schedule A of H••• C••• C•••••• L• (listed 2020-01-16, absent 2020-03-13)Mar 13, 2020 · Control person left · inference
- H••• C••• C•••••• L• filed its initial SEC registration (Form ADV)Jan 16, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- H••• C••• C•••••• L• · Independent Sponsorsshared crd · capital_provider
- H••• C••• C•••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- h•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 617-702-7408reportedpublic record, Form ADV, Apr 8, 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