DFX Intelligence
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Firms / H••••• C•••••• P••••••• L••
H••••• C•••••• P••••••• L••
Private equity with venture activity · probablePalm Beach, FLh•••••••••.comSEC registered investment adviser
registered adviser; venture funds are 0% of 8 private funds
Importance
14
low
Active deployment
0
low
Emerging
0
low
Completeness
56
elevated
Freshness
98
high
Research priority
3
low
Identity and regulatory footprint
- Headquarters
- Palm Beach, FLadviserinfo.sec.gov
- Office address
- ••• Lockedadviserinfo.sec.gov
- Business phone
- ••• Lockedadviserinfo.sec.gov
- Website
- h•••••••••.com
- SEC adviser type
- registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Aug 27, 2024
- Private funds reported
- 8 (0 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $333Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $333Mthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 6
- business phone
- 561-467-5400adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
- Sectors
- ai, consumer, marketplaces, energy, industrial, gaming, media
- Stages
- not stated or not yet read
- Geography
- utah
- Check size
- not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
3 reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| H••••• S•••••• O••••••••• F••• I•• L• | Opportunity fund · ADV: Private Equity Fund | 2016 form d first sale | Harvest | $45.9M Aug 27, 2024 | 88 | $67.6M | Sep 8, 2017 |
| H••••• S•••••• O••••••••• F••• I• L• | Opportunity fund · ADV: Private Equity Fund | 2014 form d first sale | Harvest | $22.1M Aug 27, 2024 | 97 | $51.1M | Jan 22, 2016 |
| H••••• S•••••• O••••••••• F••• L• | Opportunity fund · ADV: Private Equity Fund | 2011 form d first sale | Harvest | $1.5M Aug 27, 2024 | 37 | $26.6M | Jul 23, 2013 |
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
2 current, 0 departed
J••••• D•••• H•••••
Managing partnerChief Compliance Officer/Managing Member · since Oct 1, 2010
L•••••• M••••• H•••••
PartnerMember · since Jan 1, 2011
Investments on record
0 edges, 0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Co-investors
0 relationships from shared deals, counted for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
4 dated events
- Mar 24, 2017H••••• S•••••• O••••••••• F••• I•• L• first reported on Form ADV by H••••• C•••••• P••••••• L•• (Private Equity Fund), GAV $23,349,039Fund first reported on Form ADVFundsFactH••••• S•••••• O••••••••• F••• I•• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 28, 2014H••••• S•••••• O••••••••• F••• I• L• first reported on Form ADV by H••••• C•••••• P••••••• L•• (Private Equity Fund), GAV $27,800,000Fund first reported on Form ADVFundsFactH••••• S•••••• O••••••••• F••• I• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jul 30, 2013H••••• C•••••• P••••••• L•• first filed Form ADV (ERA)First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jul 30, 2013H••••• S•••••• O••••••••• F••• L• first reported on Form ADV by H••••• C•••••• P••••••• L•• (Private Equity Fund), GAV $14,116,343Fund first reported on Form ADVFundsFactH••••• S•••••• O••••••••• F••• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
- Sep 12, 2026Private equity with venture activity (probable, 75%, cls-1)registered adviser; venture funds are 0% of 8 private funds
Evidence
46 observations from 2 sources