H.I.G. CAPITAL, LLC

Adviser information for H.I.G. CAPITAL, LLC last updated from Form ADV on March 29th, 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 Delaware, United States

Employees

Total Number of Employees 1020
Investment Advisory/Research 558
Registered Broker-Dealer Representatives 0
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 162 $57.4B
Non-Discretionary 0 $0
Total 162 $57.4B

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 153 $56.8B
Pension and profit sharing plans <5 $477.2M
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 6 $109.8M
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 51

Services

Advisory Services Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients
Compensation % of AUMPerformance-based fees
Other Business Activities Commodity pool operator or commodity trading advisor

Identifiers

SEC RIA File Number 801-74338
SEC ERA File Number 801-74338
SEC CIK Numbers None
SEC CRD Numbers 160711
Legal Entity Identifier 54930078ZXFSN59J6R03

Principal Office

1450 BRICKELL AVENUE, 31ST FLOOR
MIAMI
FL
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 305-379-2322, Fax: 305-381-4180

Chief Compliance Officer

RICHARD SIEGEL
GENERAL COUNSEL
1450 BRICKELL AVENUE, 31ST FLOOR
MIAMI
FL
United States
Tel: 305-379-2322
Fax: 305-381-4180
(Full email address available in API data)

Industry Affiliates

BAYSIDE OPPORTUNITY ADVISORS, L.L.C. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
H.I.G. ADVANTAGE ADVISORS II, LLC Sponsor, GP, manager of pooled investment vehicles
H.I.G. ADVANTAGE ADVISORS, LLC Sponsor, GP, manager of pooled investment vehicles
H.I.G. ADVISORS IV, L.L.C. Sponsor, GP, manager of pooled investment vehicles
H.I.G. ADVISORS V, L.L.C. Sponsor, GP, manager of pooled investment vehicles
H.I.G. ADVISORS VI, LLC Sponsor, GP, manager of pooled investment vehicles
H.I.G. ADVISORS, L.L.C. Sponsor, GP, manager of pooled investment vehicles
H.I.G. BAYSIDE ADVISORS II, L.L.C. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
H.I.G. BAYSIDE LOAN ADVISORS III (EUROPE-EURO), L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
H.I.G. BAYSIDE LOAN ADVISORS III (EUROPE-US$), L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
H.I.G. BAYSIDE LOAN ADVISORS IV, LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
H.I.G. BAYSIDE LOAN ADVISORS V (EUROPE-EURO), L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
H.I.G. BAYSIDE LOAN ADVISORS V (EUROPE-US$), L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
H.I.G. BAYSIDE LOAN ADVISORS VI, LLC Sponsor, GP, manager of pooled investment vehicles
H.I.G. BAYSIDE LOAN ADVISORS VII (EUROPE-EURO), S.� R.L. Sponsor, GP, manager of pooled investment vehicles
H.I.G. BAYSIDE LOAN ADVISORS VII (EUROPE-US$), L.P. Sponsor, GP, manager of pooled investment vehicles
H.I.G. BAYSIDE LOAN ADVISORS, LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
H.I.G. BIOHEALTH ADVISORS III, LLC Sponsor, GP, manager of pooled investment vehicles
H.I.G. BIOVENTURES ADVISORS, LLC Sponsor, GP, manager of pooled investment vehicles
H.I.G. BRAZIL & LATIN AMERICA ADVISORS, L.P. Sponsor, GP, manager of pooled investment vehicles
H.I.G. CAPITAL - TMRS CAPELLA SMA ADVISORS, LLC Sponsor, GP, manager of pooled investment vehicles
H.I.G. CAPITAL - VIRTUS SMA ADVISORS, LLC Sponsor, GP, manager of pooled investment vehicles
H.I.G. EUROPE ADVISORS II, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
H.I.G. EUROPE ADVISORS III, L.P. Sponsor, GP, manager of pooled investment vehicles
H.I.G. EUROPE ADVISORS, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
H.I.G. EUROPE MIDDLE MARKET ADVISORS-CA, L.P. Sponsor, GP, manager of pooled investment vehicles
H.I.G. EUROPE MIDDLE MARKET ADVISORS, L.P. Sponsor, GP, manager of pooled investment vehicles
H.I.G. EUROPE REALTY ADVISORS II (US$), L.P. Sponsor, GP, manager of pooled investment vehicles
H.I.G. EUROPE REALTY ADVISORS II, L.P. Sponsor, GP, manager of pooled investment vehicles
H.I.G. EUROPE REALTY ADVISORS III (US$), L.P. Sponsor, GP, manager of pooled investment vehicles
H.I.G. EUROPE REALTY ADVISORS III, S.A.R.L. Sponsor, GP, manager of pooled investment vehicles
H.I.G. GLOBAL CAPITAL PARTNERS GP, LTD. Sponsor, GP, manager of pooled investment vehicles
H.I.G. GROWTH ADVISORS II, LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
H.I.G. GROWTH ADVISORS III, LLC Sponsor, GP, manager of pooled investment vehicles
H.I.G. HALCYON SMA ADVISORS, LLC Sponsor, GP, manager of pooled investment vehicles
H.I.G. INFRASTRUCTURE ADVISORS, L.P. Sponsor, GP, manager of pooled investment vehicles
H.I.G. INFRASTRUCTURE ADVISORS, S.A R.L. Sponsor, GP, manager of pooled investment vehicles
H.I.G. MIDDLE MARKET ADVISORS II, LLC Sponsor, GP, manager of pooled investment vehicles
H.I.G. MIDDLE MARKET ADVISORS III, LLC Sponsor, GP, manager of pooled investment vehicles
H.I.G. MIDDLE MARKET ADVISORS IV, LLC Sponsor, GP, manager of pooled investment vehicles
H.I.G. PARTNERS II, L.P. Sponsor, GP, manager of pooled investment vehicles
H.I.G. PRIVATE EQUITY CO-INVESTMENT ADVISORS, LLC Sponsor, GP, manager of pooled investment vehicles
H.I.G. REALTY ADVISORS III, LLC Sponsor, GP, manager of pooled investment vehicles
H.I.G. REALTY ADVISORS IV, LLC Sponsor, GP, manager of pooled investment vehicles
H.I.G. STRATEGIC PARTNERS GP, LLC Sponsor, GP, manager of pooled investment vehicles
H.I.G. STRATEGIC PARTNERS II GP, LLC Sponsor, GP, manager of pooled investment vehicles
H.I.G. STRATEGIC PARTNERS OFFSHORE GP, L.P. Sponsor, GP, manager of pooled investment vehicles
H.I.G. TECHNOLOGY PARTNERS ADVISORS, L.P. Sponsor, GP, manager of pooled investment vehicles
H.I.G. VENTURE ADVISORS II, L.L.C. Sponsor, GP, manager of pooled investment vehicles
H.I.G. WHITEHORSE - TRISTAR ADVISORS, LLC Sponsor, GP, manager of pooled investment vehicles
H.I.G. WHITEHORSE ADVISERS, LLC Other investment adviser, including financial planners
H.I.G. WHITEHORSE ALPHA ADVISORS, L.P. Sponsor, GP, manager of pooled investment vehicles
H.I.G. WHITEHORSE DIRECT LENDING ADVISORS - 2020, L.P. Sponsor, GP, manager of pooled investment vehicles
H.I.G. WHITEHORSE DIRECT LENDING ADVISORS, LLC Sponsor, GP, manager of pooled investment vehicles
H.I.G. WHITEHORSE EQUITY SIDE-CAR ADVISORS, LLC Sponsor, GP, manager of pooled investment vehicles
H.I.G. WHITEHORSE LOAN ADVISORS - 2020, L.P. Sponsor, GP, manager of pooled investment vehicles
H.I.G. WHITEHORSE LOAN ADVISORS, LLC Sponsor, GP, manager of pooled investment vehicles
H.I.G. WHITEHORSE MIDDLE MARKET LENDING ADVISORS, L.P. Sponsor, GP, manager of pooled investment vehicles
H.I.G. WHITEHORSE MIDDLE MARKET LEVERED LOAN ADVISORS, L.P. Sponsor, GP, manager of pooled investment vehicles
H.I.G. WHITEHORSE MIDDLE MARKET UNLEVERED LOAN ADVISORS, L.P. Sponsor, GP, manager of pooled investment vehicles
H.I.G. WHITEHORSE PRINCIPAL LENDING ADVISORS, L.P. Sponsor, GP, manager of pooled investment vehicles
H.I.G. WHITEHORSE PRINCIPAL LOAN ADVISORS, L.P. Sponsor, GP, manager of pooled investment vehicles
H.I.G. WHITEHORSE SMA ADVISORS, LLC Sponsor, GP, manager of pooled investment vehicles
H.I.G. WHITEHORSE TRINITY ADVISORS, LLC Sponsor, GP, manager of pooled investment vehicles
H.I.G.-GPII, INC. Sponsor, GP, manager of pooled investment vehicles
WH QCM ADVISORS SCSP Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
BAYSIDE OPPORTUNITY FUND, L.P. Private Equity Fund $7.7M $10.0M 70
CLOUD CO-INVESTMENT II, LLC Private Equity Fund $0.0M $1.0M 5
CLOUD CO-INVESTMENT, LLC Private Equity Fund $0.0M $1.0M 8
H.I.G. A&S CO-INVESTORS, L.P. Private Equity Fund $39.9M $10.0M 3
H.I.G. ADVANTAGE BUYOUT FUND II, L.P. Private Equity Fund $1,570.5M $10.0M 93
H.I.G. ADVANTAGE BUYOUT FUND, L.P. Private Equity Fund $4,317.1M $10.0M 233
H.I.G. ARMADILLO CO-INVESTMENT, L.P. Private Equity Fund $26.5M $1.0M 4
H.I.G. BAYSIDE DEBT & LBO FUND II, L.P. Private Equity Fund $786.4M $10.0M 201
H.I.G. BAYSIDE LOAN OPPORTUNITY FUND II, L.P. Private Equity Fund $200.6M $5.0M 31
H.I.G. BAYSIDE LOAN OPPORTUNITY FUND III (EUROPE-EURO), L.P. Private Equity Fund $104.9M $20.0M 7
H.I.G. BAYSIDE LOAN OPPORTUNITY FUND III (EUROPE-US$), L.P. Private Equity Fund $356.0M $20.0M 23
H.I.G. BAYSIDE LOAN OPPORTUNITY FUND IV, L.P. Private Equity Fund $845.3M $20.0M 50
H.I.G. BAYSIDE LOAN OPPORTUNITY FUND V (EUROPE-EURO), L.P. Private Equity Fund $664.1M $1.0M 4
H.I.G. BAYSIDE LOAN OPPORTUNITY FUND V (EUROPE-US$), L.P. Private Equity Fund $1,899.7M $1.0M 24
H.I.G. BAYSIDE LOAN OPPORTUNITY FUND VI, L.P. Private Equity Fund $2,058.4M $20.0M 113
H.I.G. BAYSIDE LOAN OPPORTUNITY FUND VII (EUROPE-EURO), SCSP Private Equity Fund $163.6M $10.0M 5
H.I.G. BAYSIDE LOAN OPPORTUNITY FUND VII (EUROPE-US$), L.P. Private Equity Fund $467.5M $10.0M 13
H.I.G. BIOHEALTH PARTNERS II, L.P. Venture Capital Fund $144.7M $5.0M 35
H.I.G. BIOHEALTH PARTNERS III, L.P. Venture Capital Fund $158.2M $10.0M 32
H.I.G. BRAZIL & LATIN AMERICA PARTNERS A, L.P. Private Equity Fund $428.7M $10.0M 3
H.I.G. BRAZIL & LATIN AMERICA PARTNERS B, L.P. Private Equity Fund $412.0M $10.0M 20
H.I.G. BRAZIL & LATIN AMERICA PARTNERS C, L.P. Private Equity Fund $381.7M $10.0M 19
H.I.G. CAPITAL - TMRS CAPELLA SMA, L.P. Private Equity Fund $288.4M $10.0M 2
H.I.G. CAPITAL - VIRTUS SMA, L.P. Private Equity Fund $134.7M $10.0M 2
H.I.G. CAPITAL PARTNERS II, L.P. Private Equity Fund $12.6M $10.0M 39
H.I.G. CAPITAL PARTNERS IV, L.P. Private Equity Fund $77.4M $10.0M 125
H.I.G. CAPITAL PARTNERS V, L.P. Private Equity Fund $767.7M $10.0M 122
H.I.G. CAPITAL PARTNERS VI, L.P. Private Equity Fund $1,767.0M $10.0M 135
H.I.G. CAPSTONE CO-INVESTMENT, L.P. Private Equity Fund $260.9M $1.0M 17
H.I.G. CARAVEL CO-INVESTMENT, L.P. Private Equity Fund $76.4M $1.0M 5
H.I.G. CCS-CMGC CO-INVESTORS, L.P. Private Equity Fund $63.7M $10.0M 11
H.I.G. CLEO CO-INVESTORS, L.P. Private Equity Fund $53.3M $1.0M 3
H.I.G. CROWN CO-INVESTMENT, L.P. Private Equity Fund $134.6M $1.0M 11
H.I.G. EUROPE CAPITAL PARTNERS II, L.P. Private Equity Fund $999.2M $10.0M 116
H.I.G. EUROPE CAPITAL PARTNERS III, L.P. Private Equity Fund $2,147.9M $10.0M 37
H.I.G. EUROPE CAPITAL PARTNERS, L.P. Private Equity Fund $31.0M $10.0M 108
H.I.G. EUROPE MIDDLE MARKET LBO FUND-CA, L.P. Private Equity Fund $452.4M $10.0M 9
H.I.G. EUROPE MIDDLE MARKET LBO FUND, L.P. Private Equity Fund $2,878.5M $10.0M 41
H.I.G. EUROPE REALTY PARTNERS II (US$), L.P. Real Estate Fund $695.1M $1.0M 29
H.I.G. EUROPE REALTY PARTNERS II, L.P. Real Estate Fund $333.1M $1.0M 9
H.I.G. EUROPE REALTY PARTNERS III (US$), L.P. Real Estate Fund $615.7M $1.0M 20
H.I.G. EUROPE REALTY PARTNERS III, SCSP Real Estate Fund $269.9M $1.0M 16
H.I.G. GARLAND CO-INVESTMENT VEHICLE, L.P. Real Estate Fund $64.7M $10.0M 6
H.I.G. GROWTH BUYOUTS & EQUITY FUND II, L.P. Private Equity Fund $437.8M $10.0M 64
H.I.G. GROWTH BUYOUTS & EQUITY FUND III, L.P. Private Equity Fund $1,321.9M $10.0M 92
H.I.G. HALCYON SMA-EQUITY, L.P. Private Equity Fund $96.3M $10.0M 2
H.I.G. HCS HOLDINGS, LLC Private Equity Fund $0.7M $1.0M 4
H.I.G. HELIODOR 2021 PC Private Equity Fund $364.5M $0.3M 7
H.I.G. HILO CO-INVESTMENT, L.P. Private Equity Fund $139.4M $1.0M 16
H.I.G. HOME CO-INVESTMENT, L.P. Real Estate Fund $27.1M $10.0M 3
H.I.G. INDUSTRIAL CO-INVEST VEHICLE, L.P. Real Estate Fund $3.6M $10.0M 6
H.I.G. INDUSTRIAL OFFSHORE CO-INVEST VEHICLE, L.P. Real Estate Fund $3.4M $1.0M 6
H.I.G. INFRASTRUCTURE PARTNERS A, L.P. Private Equity Fund $757.3M $1.0M 31
H.I.G. INFRASTRUCTURE PARTNERS B, L.P. Private Equity Fund $198.1M $1.0M 25
H.I.G. INFRASTRUCTURE PARTNERS C, L.P. Private Equity Fund $192.1M $1.0M 6
H.I.G. INVESTMENT GROUP II, L.P. Private Equity Fund $9.8M $2.5M 65
H.I.G. KINETIC REALTY CO-INVESTMENT FUND, L.P. Real Estate Fund $79.1M $1.0M 3
H.I.G. LIPARI CO-INVESTORS, L.P. Private Equity Fund $5.1M $1.0M 5
H.I.G. LONDON CO-INVESTMENT II, L.P. Real Estate Fund $25.1M $1.0M 3
H.I.G. LONDON CO-INVESTMENT, L.P. Real Estate Fund $80.1M $1.0M 6
H.I.G. MATRIX CO-INVESTORS, L.P. Private Equity Fund $6.3M $1.0M 3
H.I.G. MIDDLE MARKET IV CO-INVESTMENT SMA (C), L.P. Private Equity Fund $150.1M $10.0M 2
H.I.G. MIDDLE MARKET IV CO-INVESTMENT SMA (DHOW), L.P. Private Equity Fund $150.9M $10.0M 2
H.I.G. MIDDLE MARKET IV CO-INVESTMENT SMA (N), L.P. Private Equity Fund $151.0M $10.0M 2
H.I.G. MIDDLE MARKET LBO FUND II, L.P. Private Equity Fund $1,526.5M $10.0M 134
H.I.G. MIDDLE MARKET LBO FUND III, L.P. Private Equity Fund $4,138.5M $10.0M 240
H.I.G. MIDDLE MARKET LBO FUND IV, L.P. Private Equity Fund $6,290.1M $10.0M 388
H.I.G. PEARL CO-INVESTORS, L.P. Private Equity Fund $57.9M $10.0M 8
H.I.G. PETRO CO-INVESTMENT, L.P. Real Estate Fund $37.1M $0.0M 6
H.I.G. PIXELLE SPECIALTY SOLUTIONS CO-INVESTMENT, L.P. Private Equity Fund $99.8M $1.0M 13
H.I.G. PRIME CO-INVESTMENT, L.P. Real Estate Fund $58.9M $10.0M 4
H.I.G. PRIVATE EQUITY CO-INVESTMENT FUND, L.P. Private Equity Fund $840.0M $10.0M 36
H.I.G. PROSPEROPS CO-INVESTMENT, L.P. Private Equity Fund $20.5M $1.0M 3
H.I.G. REALTY CREDIT SRE FEEDER FUND, L.P. Real Estate Fund $222.6M $10.0M 1
H.I.G. REALTY CREDIT SRE NON-REIT FEEDER FUND, L.P. Real Estate Fund $19.4M $10.0M 2
H.I.G. REALTY GREENSPOINT PLACE OFFSHORE CO-INVESTMENT VEHICLE, L.P. Real Estate Fund $0.4M $1.0M 2
H.I.G. REALTY GREENSPOINT PLACE ONSHORE HOLDINGS, L.P. Real Estate Fund $8.9M $10.0M 3
H.I.G. REALTY PARTNERS FLORIDA-TEXAS LIHTC PORTFOLIO, L.P. Real Estate Fund $28.3M $10.0M 3
H.I.G. REALTY PARTNERS III (OFFSHORE), L.P. Real Estate Fund $74.4M $10.0M 11
H.I.G. REALTY PARTNERS III (ONSHORE), L.P. Real Estate Fund $164.8M $10.0M 41
H.I.G. REALTY PARTNERS IV (OFFSHORE), L.P. Real Estate Fund $147.6M $10.0M 21
H.I.G. REALTY PARTNERS IV (ONSHORE), L.P. Real Estate Fund $640.7M $10.0M 91
H.I.G. REALTY PARTNERS IV (QFPF), L.P. Real Estate Fund $184.6M $10.0M 3
H.I.G. REALTY PARTNERS IV-A (OFFSHORE), L.P. Real Estate Fund $31.7M $10.0M 2
H.I.G. SELF IT CO-INVESTORS A, L.P. Private Equity Fund $10.8M $1.0M 7
H.I.G. SELF IT CO-INVESTORS B, L.P. Private Equity Fund $13.7M $1.0M 5
H.I.G. SELF IT CO-INVESTORS C, L.P. Private Equity Fund $10.8M $1.0M 6
H.I.G. SELF IT CO-INVESTORS II, L.P. Private Equity Fund $5.9M $1.0M 9
H.I.G. SOCAL LOGISTICS CO-INVEST (A), L.P. Real Estate Fund $37.5M $10.0M 2
H.I.G. SOCAL LOGISTICS CO-INVEST L.P. Real Estate Fund $43.4M $10.0M 6
H.I.G. STCH CO-INVESTMENT, L.P. Private Equity Fund $54.1M $1.0M 6
H.I.G. STRATEGIC PARTNERS FUND II, L.P. Private Equity Fund $145.1M $10.0M 3
H.I.G. STRATEGIC PARTNERS FUND, L.P. Private Equity Fund $68.8M $10.0M 8
H.I.G. STRATEGIC PARTNERS OFFSHORE FUND II, L.P. Private Equity Fund $26.9M $10.0M 2
H.I.G. STRATEGIC PARTNERS OFFSHORE FUND, L.P. Private Equity Fund $53.9M $10.0M 7
H.I.G. TECHNOLOGY PARTNERS A, L.P. Private Equity Fund $70.2M $10.0M 27
H.I.G. TECHNOLOGY PARTNERS B, L.P. Private Equity Fund $4.1M $10.0M 7
H.I.G. TMC CO-INVESTORS, L.P. Private Equity Fund $47.9M $1.0M 5
H.I.G. URBANITY CO-INVESTORS, L.P. Real Estate Fund $1.8M $1.0M 3
H.I.G. VENTURE PARTNERS II, L.P. Venture Capital Fund $49.1M $10.0M 47
H.I.G. WHITEHORSE - TRISTAR, L.P. Private Equity Fund $361.0M $10.0M 2
H.I.G. WHITEHORSE DIRECT LENDING FUND - 2020, L.P. Private Equity Fund $605.9M $10.0M 17
H.I.G. WHITEHORSE DIRECT LENDING FUND, L.P. Private Equity Fund $351.3M $10.0M 24
H.I.G. WHITEHORSE EQUITY SIDE-CAR, L.P. Private Equity Fund $46.1M $0.0M 34
H.I.G. WHITEHORSE EUROPE ALPHA, L.P. Private Equity Fund $221.1M $1.0M 5
H.I.G. WHITEHORSE FSBA, L.P. Private Equity Fund $301.9M $10.0M 2
H.I.G. WHITEHORSE LOAN FUND - 2020, L.P. Private Equity Fund $640.1M $10.0M 3
H.I.G. WHITEHORSE LOAN FUND, L.P. Private Equity Fund $488.0M $10.0M 3
H.I.G. WHITEHORSE MIDDLE MARKET LENDING FUND, L.P. Private Equity Fund $140.5M $10.0M 9
H.I.G. WHITEHORSE MIDDLE MARKET LEVERED LOAN FUND, L.P. Private Equity Fund $270.8M $10.0M 2
H.I.G. WHITEHORSE MIDDLE MARKET UNLEVERED LOAN FUND, L.P. Private Equity Fund $415.2M $10.0M 3
H.I.G. WHITEHORSE PRINCIPAL LENDING FUND, L.P. Private Equity Fund $1,125.5M $10.0M 45
H.I.G. WHITEHORSE PRINCIPAL LENDING OFFSHORE FUND, L.P. Private Equity Fund $1,471.5M $10.0M 2
H.I.G. WHITEHORSE PRINCIPAL LENDING TERRA FUND, L.P. Private Equity Fund $268.5M $10.0M 2
H.I.G. WHITEHORSE PRINCIPAL LOAN FUND, L.P. Private Equity Fund $295.1M $10.0M 2
H.I.G. WHITEHORSE SMA, L.P. Private Equity Fund $88.8M $10.0M 2
H.I.G. WHITEHORSE SSG CC SMA LLC Private Equity Fund $372.4M $10.0M 1
H.I.G. WHITEHORSE TRINITY, L.P. Private Equity Fund $551.0M $10.0M 2
H.I.G. WHITEHORSE VIRTUS, L.P. Private Equity Fund $525.4M $10.0M 2
H.I.G. WOLVERINE CO-INVESTORS, L.P. Private Equity Fund $47.7M $1.0M 8
TKC CO-INVESTMENT, LLC Private Equity Fund $188.1M $10.0M 19
VANTAGE CO-INVESTMENT II, L.P. Private Equity Fund $7.2M $1.0M 4
VANTAGE CO-INVESTMENT, L.P. Private Equity Fund $225.0M $1.0M 8
WH HECP QCM SCSP Private Equity Fund $44.1M $1.0M 2

Control Persons

Name Type Entity Title Since Ownership
MNAYMNEH, SAMI Individual CO-EXECUTIVE CHAIRMAN AND CEO 07/1998 < 5%
TAMER, ANTHONY Individual CO-EXECUTIVE CHAIRMAN 07/1998 < 5%
SIEGEL, RICHARD Individual GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER 07/2005 < 5%
BROPHY, RUTH Individual SENIOR ADVISOR 06/2018 < 5%
H.I.G. CAPITAL PARTNERS, LP Domestic Entity MEMBER 05/2018 50-75%
H.I.G.-GP GLOBAL, LLC Domestic Entity H.I.G. CAPITAL PARTNERS, LP GENERAL PARTNER, H.I.G. CAPITAL PARTNERS, LP 09/2014
H.I.G.-GP GLOBAL, LLC Domestic Entity MANAGER 09/2014 < 5%
H.I.G. CAPITAL ADVISOR HOLDINGS, L.L.C. Domestic Entity MEMBER 08/2016 5-10%
H.I.G. CAPITAL ADVISOR HOLDINGS II, L.L.C. Domestic Entity MEMBER 08/2016 5-10%
DYAL CAPITAL PARTNERS HOTSHOT AGGREGATOR AH I LP Foreign Entity H.I.G. CAPITAL ADVISOR HOLDINGS, L.L.C. MEMBER, H.I.G. CAPITAL ADVISOR HOLDINGS, L.L.C. 08/2016 > 75%
DYAL CAPITAL PARTNERS HOTSHOT AGGREGATOR AH II LP Foreign Entity H.I.G. CAPITAL ADVISOR HOLDINGS II, L.L.C. MEMBER, H.I.G. CAPITAL ADVISOR HOLDINGS II, L.L.C. 08/2016 > 75%
NB DYAL GP HOLDINGS LLC Domestic Entity DYAL CAPITAL PARTNERS HOTSHOT AGGREGATOR AH I LP GENERAL PARTNER, DYAL CAPITAL PARTNERS HOTSHOT AGGREGATOR AH I LP 08/2016
NB DYAL GP HOLDINGS LLC Domestic Entity DYAL CAPITAL PARTNERS HOTSHOT AGGREGATOR AH II LP GENERAL PARTNER, DYAL CAPITAL PARTNERS HOTSHOT AGGREGATOR AH II LP 08/2016
H.I.G.-GP GLOBAL, LLC Domestic Entity H.I.G. CAPITAL ADVISOR HOLDINGS, L.L.C. MANAGER, H.I.G. CAPITAL ADVISOR HOLDINGS, L.L.C. 08/2016
H.I.G.-GP GLOBAL, LLC Domestic Entity H.I.G. CAPITAL ADVISOR HOLDINGS II, L.L.C. MANAGER, H.I.G. CAPITAL ADVISOR HOLDINGS II, L.L.C. 08/2016
H.I.G. CAPITAL ADVISOR HOLDINGS 2018, L.L.C. Domestic Entity MEMBER 05/2018 5-10%
H.I.G. CAPITAL ADVISOR HOLDINGS 2018 II, L.L.C. Domestic Entity MEMBER 05/2018 5-10%
DYAL CAPITAL PARTNERS IV HOTSHOT AGGREGATOR (A) LP Domestic Entity H.I.G. CAPITAL ADVISOR HOLDINGS 2018, L.L.C. MEMBER, H.I.G. CAPITAL ADVISOR HOLDINGS 2018, L.L.C. 05/2018 > 75%
DYAL CAPITAL PARTNERS IV HOTSHOT AGGREGATOR (A) LP Domestic Entity H.I.G. CAPITAL ADVISOR HOLDINGS 2018 II, L.L.C. MEMBER, H.I.G. CAPITAL ADVISOR HOLDINGS 2018 II, L.L.C. 05/2018 > 75%
NB DYAL GP HOLDINGS LLC Domestic Entity DYAL CAPITAL PARTNERS IV HOTSHOT AGGREGATOR (A) LP GENERAL PARTNER, DYAL CAPITAL PARTNERS IV HOTSHOT AGGREGATOR (A) LP 05/2018
H.I.G.-GP GLOBAL, LLC Domestic Entity H.I.G. CAPITAL ADVISOR HOLDINGS 2018, L.L.C. MANAGER, H.I.G. CAPITAL ADVISOR HOLDINGS 2018, L.L.C. 05/2018
H.I.G.-GP GLOBAL, LLC Domestic Entity H.I.G. CAPITAL ADVISOR HOLDINGS 2018 II, L.L.C. MANAGER, H.I.G. CAPITAL ADVISOR HOLDINGS 2018 II, L.L.C. 05/2018
SCHWARTZ, BRIAN, D Individual CO-PRESIDENT 12/2019 < 5%
Rosen, Rick Individual CO-PRESIDENT 12/2019 < 5%
Buresh, Chad, Joseph Individual CHIEF FINANCIAL OFFICER 04/2022 < 5%

No. Employees, Historic

2,0001,0000202020212022202320242025743 on 3/30/2020756 on 3/30/2021756 on 11/5/2021847 on 3/31/2022991 on 3/31/2023991 on 5/16/20231020 on 3/29/2024

RAUM, Historic

60B30B020202021202220232024202532189592212 on 3/30/202039269869453 on 3/30/202139269869453 on 11/5/202145658978248 on 3/31/202254650853376 on 3/31/202354077988036 on 5/16/202357351804696 on 3/29/2024

No. Clients, Historic

2001000202020212022202320242025104 on 3/30/2020117 on 3/30/2021117 on 11/5/2021131 on 3/31/2022148 on 3/31/2023144 on 5/16/2023159 on 3/29/2024