HENLEY USA, LLC
Adviser information for HENLEY USA, LLC last updated from Form ADV on March 27th, 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 | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | No |
|---|
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 | 0 | $0 |
| 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 | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-126468 |
|---|---|
| SEC ERA File Number | 802-126468 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 298789 |
| Legal Entity Identifier | None |
Principal Office
33 ARCH STREETSUITE 3030, 30TH FLOOR
BOSTON
MA
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 617 307 5850, Fax: None
Websites
Chief Compliance Officer
GARRETT SOLOMON
CHIEF COMPLIANCE OFFICER
33 ARCH STREET
SUITE 3030, 30TH FLOOR
BOSTON
MA
United States
Tel:
617 307 5860
G*************@***********M
(Full email address available in API data)
Industry Affiliates
| HCW JV F GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| HENLEY EXPRESS WASH GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| HENLEY LIFE HOUSE, LLC | Sponsor, GP, manager of pooled investment vehicles |
| HEW 2 GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| HCW FL 3 PACK LP | Real Estate Fund | $6.2M | $0.1M | 21 |
| HNA HEW 2 JV, LP | Real Estate Fund | $11.6M | $0.1M | 26 |
| HUSA LH JJ H, LP | Real Estate Fund | $16.9M | $0.1M | 22 |
| HUSA XW NC H, LP | Real Estate Fund | $3.4M | $0.0M | 73 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SOLOMON, GARRETT, J | Individual | – | CHIEF COMPLIANCE OFFICER, PRESIDENT | 03/2016 | < 5% |
| HENLEY INVESTMENT MANAGEMENT INC. | Domestic Entity | – | MEMBER | 06/2016 | > 75% |
| Rickwood, Ian | Individual | HENLEY INVESTMENT MANAGEMENT LIMITED | SHAREHOLDER | 06/2016 | 50-75% |
| HENLEY INVESTMENT MANAGEMENT LIMITED | Foreign Entity | HENLEY INVESTMENT MANAGEMENT INC. | SOLE OWNER | 06/2016 | > 75% |