HINES CAPITAL ADVISORS LLC

Adviser information for HINES CAPITAL ADVISORS LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Texas, United States

Employees

Total Number of Employees 871
Investment Advisory/Research 430
Registered Broker-Dealer Representatives 68
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 5 $2.9B
Non-Discretionary 0 $0
Total 5 $2.9B

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 5 $2.9B
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 40

Services

Advisory Services Portfolio management for pooled investment vehicles
Compensation % of AUMCommissionsPerformance-based feesPROPERTY MGT, LEASING, DEVELOPMENT, CONSTRUCTION FEES

Identifiers

SEC RIA File Number 801-119832
SEC ERA File Number 801-119832
SEC CIK Numbers None
SEC CRD Numbers 307282
Legal Entity Identifier None

Principal Office

845 TEXAS AVENUE
SUITE 3300
HOUSTON
TX
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: 713-621-8000, Fax: None

Chief Compliance Officer

LERONICA HILL
VICE PRESIDENT
845 TEXAS AVENUE
SUITE 3300
HOUSTON
TX
United States
Tel: 713.966.7611
(Full email address available in API data)

Regulatory Contact

SHEA MORGENROTH
CHIEF FINANCIAL OFFICER
845 TEXAS AVENUE
SUITE 3300
HOUSTON
TX
United States
Tel: 713-966-5340
(Full email address available in API data)

Industry Affiliates

HINES HEPP (GP) S.A.R.L Sponsor, GP, manager of pooled investment vehicles
HINES HEVF (GP) S.�.R.L. Sponsor, GP, manager of pooled investment vehicles
HINES HEVF 2 (GP) S.�.R.L. Sponsor, GP, manager of pooled investment vehicles
HINES HEVF 3 (GP) S.A.R.L Sponsor, GP, manager of pooled investment vehicles
HINES INTERESTS LIMITED PARTNERSHIP Sponsor, GP, manager of pooled investment vehicles
HINES INTERNATIONAL FUND MANAGEMENT COMPANY S.�.R.L. Other investment adviser, including financial planners
HINES LUXEMBOURG INVESTMENT MANAGEMENT S.�.R.L. Other investment adviser, including financial planners
HINES MASTER FUND MANAGEMENT COMPANY S.�.R.L. Other investment adviser, including financial planners
HINES POLAND MANAGEMENT COMPANY S.�.R.L. Other investment adviser, including financial planners
HINES R&P MANAGEMENT COMPANY S.�.R.L. Other investment adviser, including financial planners
HINES SECURITIES, INC. Broker-dealer, municipal securities dealer, or gov securities broker or dealer
HINES SGP Other investment adviser, including financial planners
HINES SINGAPORE PTE. LTD Other investment adviser, including financial planners

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
HINES U.S PROPERTY PARTNERS II LUX SCSP Hedge Fund $97.6M $10.0M 4
HINES U.S PROPERTY PARTNERS LUX SCSP Hedge Fund $491.9M $10.0M 8
HINES U.S. PROPERTY PARTNERS, L.P. Hedge Fund $848.9M $10.0M 17
HINES U.S. PROPERTY RECOVERY PARALLEL-A FUND LP Private Equity Fund $358.4M $0.5M 4
HINES US PROPERTY RECOVERY FUND LP Private Equity Fund $150.6M $0.5M 35

Control Persons

Name Type Entity Title Since Ownership
HINES INTERESTS LIMITED PARTNERSHIP Domestic Entity MEMBER 01/2020 > 75%
COVINGTON, DAVID, MATTHEW Individual CHIEF ACCOUNTING OFFICER 03/2020 < 5%
Munk, Alfonso, Jose Individual PRESIDENT 03/2020 < 5%
MORGENROTH, JAMES, SHEA Individual CHIEF FINANCIAL OFFICER 03/2020 < 5%
MONTGOMERY, KEITH, HAMILTON Individual MANAGER 03/2020 < 5%
HINES REAL ESTATE HOLDINGS LIMITED PARTNERSHIP Domestic Entity HINES INTERESTS LIMITED PARTNERSHIP LIMITED PARTNER 01/1990 > 75%
JCH 2014 MANAGEMENT TRUST Domestic Entity HGREH GP LLC SOLE MEMBER 01/2021 > 75%
HINES, JEFFREY, CONSTABLE Individual JCH 2014 MANAGEMENT TRUST CO-TRUSTEE AND SOLE BENEFICIARY 12/2014
JCH 2012 TRUST Domestic Entity HINES GLOBAL REAL ESTATE HOLDINGS LP LIMITED PARTNER 01/2021 > 75%
HINES, JEFFREY, CONSTABLE Individual JCH 2012 TRUST TRUSTEE AND SOLE BENEFICIARY 11/2012
PROJ II - BUSINESS GP LLC Domestic Entity HINES INTERESTS LIMITED PARTNERSHIP GENERAL PARTNER 01/2021
HINES GLOBAL REAL ESTATE HOLDINGS LP Domestic Entity PROJ II - BUSINESS GP LLC SOLE MEMBER 01/2021 > 75%
HINES GLOBAL REAL ESTATE HOLDINGS LP Domestic Entity HINES REAL ESTATE HOLDINGS LIMITED PARTNERSHIP LIMITED PARTNER 01/2021 > 75%
PROJ I - BUSINESS GP LLC Domestic Entity HINES REAL ESTATE HOLDINGS LIMITED PARTNERSHIP GENERAL PARTNER 01/2021
HINES GLOBAL REAL ESTATE HOLDINGS LP Domestic Entity PROJ I - BUSINESS GP LLC SOLE MEMBER 01/2021 > 75%
HGREH GP LLC Domestic Entity HINES GLOBAL REAL ESTATE HOLDINGS LP GENERAL PARTNER 01/2021
HINES-PIERCE, LAURA, ELIZABETH Individual JCH 2014 MANAGEMENT TRUST CO-TRUSTEE 02/2022
HILL, LERONICA, CARRIETTA Individual CHIEF COMPLIANCE OFFICER 12/2023 < 5%

No. Employees, Historic

9004500202020212022202320242025650 on 10/20/2020650 on 10/29/2020650 on 11/24/2020650 on 2/26/2021650 on 2/17/2022760 on 3/31/2022760 on 6/28/2022760 on 9/2/2022760 on 11/3/2022859 on 3/30/2023859 on 12/6/2023871 on 3/28/2024

RAUM, Historic

3B2B02020202120222023202420250 on 10/20/20200 on 10/29/20200 on 11/24/2020220000000 on 2/26/2021220000000 on 2/17/20221884670159 on 3/31/20221885534399 on 6/28/20221885534399 on 9/2/20221885534399 on 11/3/20222851331817 on 3/30/20232851331817 on 12/6/20232893782297 on 3/28/2024

No. Clients, Historic

10502020202120222023202420251 on 10/20/20201 on 10/29/20201 on 11/24/20201 on 2/26/20211 on 2/17/20224 on 3/31/20225 on 6/28/20225 on 9/2/20225 on 11/3/20225 on 3/30/20235 on 12/6/20235 on 3/28/2024