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.

Private fund

Heartland Home Services Parent, LLC

Private Equity Fundadvised byNorth Branch Capital Management, L.P.asset manager805-2551241576no longer reportedIAPD
Gross asset value
$0
as of Apr 12, 2022; not a fund size
Peak GAV
$89.9M
highest filing
Owners
24
beneficial owners reported
Minimum investment
$25,000
as reported
Adviser and related own
22%
of the fund
Owned by funds
50%
fund-of-funds interests
Non-US owners
38%
Reported
16 filings
Jun 3, 2019 to Apr 12, 2022
Reporting history
one row per Form ADV filing
Gross asset value$0 as of Apr 12, 2022
Jun 3, 2019$37.9M then
Owners24 as of Apr 12, 2022
Jun 3, 201918 then
Structure
Exclusion
3(c)(1), up to 100 ownersreported
Master or feeder
standalonereported
Fund of funds
noreported
Organized in
Delaware, United Statesreported
Clients solicited
noreported
Form D file number
none reportedreported
Custodians
Schedule D 7.B.(1).A.25, latest filing
  • Cibc
    Chicago, Illinois
Across DFX
shared identifiers only
Provenance
Source
Form ADV Schedule D 7.B.(1), every filing 2011 to 2024reportedadviserinfo.sec.gov
Status
not on the adviser's later filingsderived
Share
22%reportedadviser and related persons