DFX Intelligence
Venture Capital Intelligence
Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.
Firms / Hastings Equity Partners, LLC
Hastings Equity Partners, LLC
Private equity with venture activity · probableBoston, MAhastingsequity.comSEC registered investment adviser
Founded in 2004, Hastings Equity Partners is the preferred capital partner to founders and owner-operators of lower, middle-market businesses in North America.
registered adviser; venture funds are 0% of 6 private funds
Importance
32
moderate
Active deployment
15
moderate
Emerging
0
low
Completeness
63
high
Freshness
100
high
Research priority
10
low
Identity and regulatory footprint
- Headquarters
- Boston, MAadviserinfo.sec.gov
- Office address
- 10 ST. JAMES AVENUE, FLOOR 5, Boston, MA, 02116adviserinfo.sec.gov
- Business phone
- 7813149596adviserinfo.sec.gov
- SEC adviser type
- registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Mar 29, 2024
- Private funds reported
- 6 (0 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $560Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $567Mthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 13
- business email
- mhouniet@hastingsequity.comhastingsequity.compublished by the subject
- business phone
- 7813149596adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
4 observed deals
Stated (the firm’s website)
- Sectors
- not stated or not yet read
- Stages
- not stated or not yet read
- Geography
- boston, north america
- 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
unknown 100%
lead rate n/afollow-on rate n/anew logos, 12 months 4
Funds and vehicles
2 reported, 3 no longer reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| Hastings Equity Fund III, LP | Fund · ADV: Private Equity Fund | 2014 adv first reported | Harvest | $217M Mar 29, 2024 | 72 | $0 | Nov 4, 2013 |
| Hastings Affiliates 2013, LLC | Feeder or parallel · ADV: Private Equity Fund | 2013 name year | Harvest | $12.5M Mar 29, 2024 | 15 | $0 | Nov 4, 2013 |
| Hastings Equity Fund II, LP | Fund · ADV: Private Equity Fund | unknown | Wound down | $11.7M Mar 28, 2016 | 64 | unknown | unknown |
| Hastings Fund II Co-Investment, LLC | SPV or co-invest vehicle · ADV: Private Equity Fund | unknown | Wound down | $799,376 Mar 28, 2016 | 10 | unknown | unknown |
| Hastings Equity Fund, LP | Fund · ADV: Private Equity Fund | unknown | Wound down | $153,011 Mar 28, 2016 | 45 | unknown | unknown |
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
13 current, 1 departed
Alex Marotto
AssociateAssociate
Makayla Houniet
AssociateAssociate, Business Development
Katrina Starr-Frederick
OtherPortfolio
Charley Michalowski
PartnerManaging Director
Edward Bickford Patton
PartnerMember · since Mar 1, 2003
Joseph Gregory Conlon
PartnerManaging Director · since Jan 1, 2015
Marcie Burns
PartnerManaging Director
Katrina Lynn Starr-Frederick
Platform and operationsChief Financial Officer/Chief Compliance Officer · since Jan 1, 2009
Jeremy Quartner
PrincipalPrincipal
Jill Meyler
PrincipalDirector, Head of Business Development
Marco Rodriguez
PrincipalPrincipal
Ryan Ferland
Vice presidentSenior Associate
Ted Patton
Vice presidentVice President
1 departed (kept with end dates)
- Bruce Catron Macrae · Member · Mar 1, 2005 to Mar 27, 2018 Inference
Investments on record
4 edges, 4 companies, 0 partner-attributed
| Company | Round | Role | Partner | Round size | This investor | Date | Source |
|---|---|---|---|---|---|---|---|
| Axios | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Venture organization websites (about, team, portfolio, thesis, news pages) |
| Code | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Venture organization websites (about, team, portfolio, thesis, news pages) |
| Mike Miller Code Red Safety | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Venture organization websites (about, team, portfolio, thesis, news pages) |
| Powercor | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Venture organization websites (about, team, portfolio, thesis, news pages) |
“This investor” is the amount disclosed for this investor alone; it is unknown unless a source said it. The round size is the whole round.
Co-investors
5 relationships from shared deals, counted for the whole firm
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
18 dated events
- Mar 27, 2018Bruce Catron Macrae (Member) no longer on Schedule A of Hastings Equity Partners, LLC
- Mar 30, 2017Hastings Equity Fund, LP no longer reported on Form ADV by Hastings Equity Partners, LLCFund no longer reportedFundsInferenceHastings Equity Fund, LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2017Hastings Fund II Co-Investment, LLC no longer reported on Form ADV by Hastings Equity Partners, LLCFund no longer reportedFundsInferenceHastings Fund II Co-Investment, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2017Hastings Equity Fund II, LP no longer reported on Form ADV by Hastings Equity Partners, LLCFund no longer reportedFundsInferenceHastings Equity Fund II, LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2015Hastings Equity Fund II, LP no longer reported on Form ADV by Hastings Equity Partners, LLCFund no longer reportedFundsInferenceHastings Equity Fund II, LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2015Hastings Fund II Co-Investment, LLC no longer reported on Form ADV by Hastings Equity Partners, LLCFund no longer reportedFundsInferenceHastings Fund II Co-Investment, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2015Hastings Equity Fund, LP no longer reported on Form ADV by Hastings Equity Partners, LLCFund no longer reportedFundsInferenceHastings Equity Fund, LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2015Hastings Equity Fund II, LP first reported on Form ADV by Hastings Equity Partners, LLC (Private Equity Fund), GAV $13,494,971Fund first reported on Form ADVFundsFactHastings Equity Fund II, LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2015Hastings Equity Fund, LP first reported on Form ADV by Hastings Equity Partners, LLC (Private Equity Fund), GAV $30,000Fund first reported on Form ADVFundsFactHastings Equity Fund, LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2015Hastings Fund II Co-Investment, LLC first reported on Form ADV by Hastings Equity Partners, LLC (Private Equity Fund), GAV $767,520Fund first reported on Form ADVFundsFactHastings Fund II Co-Investment, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jan 1, 2015Joseph Gregory Conlon joined Schedule A of Hastings Equity Partners, LLC as Managing Director
- Mar 25, 2014Hastings Affiliates 2013, LLC first reported on Form ADV by Hastings Equity Partners, LLC (Private Equity Fund), GAV $4,700,000Fund first reported on Form ADVFundsFactHastings Affiliates 2013, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 25, 2014Hastings Equity Fund III, LP first reported on Form ADV by Hastings Equity Partners, LLC (Private Equity Fund), GAV $47,150,000Fund first reported on Form ADVFundsFactHastings Equity Fund III, LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Apr 8, 2013Hastings Fund II Co-Investment, LLC first reported on Form ADV by Hastings Equity Partners, LLC (Private Equity Fund), GAV $6,600,000Fund first reported on Form ADVFundsFactHastings Fund II Co-Investment, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Apr 8, 2013Hastings Equity Fund, LP first reported on Form ADV by Hastings Equity Partners, LLC (Private Equity Fund), GAV $12,200,000Fund first reported on Form ADVFundsFactHastings Equity Fund, LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Apr 8, 2013Hastings Equity Fund II, LP first reported on Form ADV by Hastings Equity Partners, LLC (Private Equity Fund), GAV $93,600,000Fund first reported on Form ADVFundsFactHastings Equity Fund II, LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Apr 8, 2013Hastings Equity Partners, LLC 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)
- Jan 1, 2009Katrina Lynn Starr-Frederick joined Schedule A of Hastings Equity Partners, LLC as Chief Financial Officer
Classification history
- Sep 12, 2026Private equity with venture activity (probable, 75%, cls-1)registered adviser; venture funds are 0% of 6 private funds
Evidence
45 observations from 2 sources