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SEC-registered adviser

H•••• P••••••• M••••••••• L•

Asset manager (funds and pooled vehicles)New York, New YorkCRD 325120SEC 801-129212websiteIAPD
Latest filing Mar 26, 2026
First filing on the tape Nov 15, 2023 · 10 filings
SEC status approved since Jan 5, 2024
RAUM
$1.8B
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
14
9 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$1.8B as of Mar 26, 2026
Apr 8, 2025$1.6B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 26, 2026
Apr 8, 20250 then
Employees (5.A)14 as of Mar 26, 2026
Apr 8, 202511 then
Private funds2 as of Mar 26, 2026
Apr 8, 20251 then
RAUM +16% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 26, 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
$913MderivedRAUM 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
+16%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
performance-based, otherreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
Custody
$1.8B, 2 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$1.8B100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
2reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$1.8B for 2 clientsreported
Compensation
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
      1 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      H•••• S•••••••• F••• L•Hedge Fund$1.6B4Apr 30, 2024
      Owners and control persons
      Schedule A and B, latest filing
      • H•••••• J•••••••• M•••••• · Ceo, Limited Partnercontrol
        since 12/2022 · owns 50% to 75%
      • R••••• S•••••• J•• · Ccocontrol
        since 07/2023 · owns less than 5%
      • H•••••• J•••••••• M•••••• · Managing Membercontrol
        since 12/2022 · owns 75% or more of H•••• P••••••• M••••••••• G• L••
      • H•••••• L••••• M••••• · Trustee
        since 02/2024 · owns F of F••• S•••• I••••••••• T••••
      Entity owners
      • F••• S•••• I••••••••• T•••• · Owner
        direct · owns 25% to 50%
      • H•••• P••••••• M••••••••• G• L•• · General Partner Of H•••• P••••••• M••••••••• L•
        direct · owns less than 5%
      Related persons
      Schedule D 7.A
      • M•• H••••••• L••
        pooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Advisory employees · 7 to 9
        Feb 26, 2026 to Mar 26, 2026
      • Assets in custody · $1.6B to $1.8B
        Feb 26, 2026 to Mar 26, 2026
      • Employees · 11 to 14
        Feb 26, 2026 to Mar 26, 2026
      • Discretionary RAUM · $1.6B to $1.8B
        Feb 26, 2026 to Mar 26, 2026
      • Pooled vehicle RAUM · $1.6B to $1.8B
        Feb 26, 2026 to Mar 26, 2026
      • RAUM · $1.6B to $1.8B
        Feb 26, 2026 to Mar 26, 2026
      • Accounts · 1 to 2
        Apr 8, 2025 to Feb 26, 2026
      • Pooled vehicle clients · 1 to 2
        Apr 8, 2025 to Feb 26, 2026
      • Assets in custody · $1.6B to $1.6B
        Apr 8, 2025 to Feb 26, 2026
      • Private funds · 1 to 2
        Apr 8, 2025 to Feb 26, 2026
      • Discretionary RAUM · $1.6B to $1.6B
        Apr 8, 2025 to Feb 26, 2026
      • Pooled vehicle RAUM · $1.6B to $1.6B
        Apr 8, 2025 to Feb 26, 2026
      • RAUM · $1.6B to $1.6B
        Apr 8, 2025 to Feb 26, 2026
      • Assets in custody · $1.6B to $1.6B
        Oct 16, 2024 to Apr 8, 2025
      • Financial planning clients · unset to
        Oct 16, 2024 to Apr 8, 2025
      • Discretionary RAUM · $1.6B to $1.6B
        Oct 16, 2024 to Apr 8, 2025
      • Pooled vehicle RAUM · $1.6B to $1.6B
        Oct 16, 2024 to Apr 8, 2025
      • RAUM · $1.6B to $1.6B
        Oct 16, 2024 to Apr 8, 2025
      • Assets in custody · unset to 1577788622.0
        Jun 20, 2024 to Oct 16, 2024
      • Custody of client assets · false to true
        Jun 20, 2024 to Oct 16, 2024
      • Discretionary RAUM · $1.2B to $1.6B
        Jun 20, 2024 to Oct 16, 2024
      • Pooled vehicle RAUM · $1.2B to $1.6B
        Jun 20, 2024 to Oct 16, 2024
      • RAUM · $1.2B to $1.6B
        Jun 20, 2024 to Oct 16, 2024
      • Accounts · unset to 1.0
        Jan 5, 2024 to Apr 30, 2024
      • Advisory employees · 6 to 7
        Jan 5, 2024 to Apr 30, 2024
      • Pooled vehicle clients · unset to 1.0
        Jan 5, 2024 to Apr 30, 2024
      • Employees · 9 to 11
        Jan 5, 2024 to Apr 30, 2024
      • Private funds · unset to 1
        Jan 5, 2024 to Apr 30, 2024
      • Discretionary RAUM · unset to 1151280772.0
        Jan 5, 2024 to Apr 30, 2024
      • Non-discretionary RAUM · unset to 0.0
        Jan 5, 2024 to Apr 30, 2024
      • Pooled vehicle RAUM · unset to 1151280772.0
        Jan 5, 2024 to Apr 30, 2024
      • RAUM · unset to 1151280772.0
        Jan 5, 2024 to Apr 30, 2024
      Signals
      2 dated events
      • H•••• P••••••• M••••••••• L• reported RAUM $1.6B, up 37% from $1.2B (2024-06-20 to 2024-10-16)
        Oct 16, 2024 · RAUM change · derived
      • H•••• P••••••• M••••••••• L• filed its initial SEC registration (Form ADV)
        Nov 15, 2023 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Website
      h•••••••••.comreportedpublic record, Form ADV, Sep 21, 2026
      Principal office phone
      (212) 379-4949reportedpublic record, Form ADV, Mar 26, 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