HG CAPITAL, LLC
Adviser information for HG 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 | 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 | 802-76616 |
|---|---|
| SEC ERA File Number | 802-76616 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 163904 |
| Legal Entity Identifier | None |
Principal Office
633 MENLO AVENUESUITE 200
MENLO PARK
CA
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 650-322-3400, Fax: 650-327-3429
Websites
Chief Compliance Officer
NoneIndustry Affiliates
| HG CAPITAL PARTNERS IX, LLC | Sponsor, GP, manager of pooled investment vehicles |
| HG CAPITAL PARTNERS VII, LLC | Sponsor, GP, manager of pooled investment vehicles |
| HG CAPITAL PARTNERS VIII, LLC | Sponsor, GP, manager of pooled investment vehicles |
| HG CAPITAL, LLC | Real estate broker or dealer |
| HGM X, LLC | Sponsor, GP, manager of pooled investment vehicles |
| HGM XI, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| HG CAPITAL IX, LLC | Real Estate Fund | $4.2M | $0.3M | 55 |
| HG CAPITAL VII, LLC | Real Estate Fund | $2.9M | $0.3M | 71 |
| HG CAPITAL VIII, LLC | Real Estate Fund | $33.4M | $0.3M | 87 |
| HG CAPITAL X, LLC | Real Estate Fund | $14.9M | $0.5M | 59 |
| HG CAPITAL XI, LLC | Real Estate Fund | $26.2M | $0.5M | 53 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BANDET, HENRY, J.H. | Individual | – | FOUNDER, PARTNER & MANAGING MEMBER OF HG CAPITAL, LLC | 07/1998 | 50-75% |
| BANDET, HENRY, J.H. | Individual | – | PRESIDENT & MANAGING MEMBER OF HG CAPITAL PARTNERS VII, LLC | 04/2004 | 25-50% |
| RKA INVESTMENTS, LLC | Domestic Entity | – | MEMBER OF HG CAPITAL PARTNERS VII, LLC | 04/2004 | 25-50% |
| JOBST, ANDREW | Individual | – | EXECUTIVE VP & MANAGING MEMBER OF HG CAPITAL PARTNERS VII, LLC | 04/2004 | 10-25% |
| BANDET, HENRY, J.H. | Individual | – | PRESIDENT & MANAGING MEMBER OF HG CAPITAL PARTNERS VIII, LLC | 09/2006 | 25-50% |
| RKA INVESTMENTS, LLC | Domestic Entity | – | MEMBER OF HG CAPITAL PARTNERS VIII, LLC | 09/2006 | 25-50% |
| JOBST, ANDREW | Individual | – | EXECUTIVE VP & MANAGING MEMBER OF HG CAPITAL PARTNERS VIII, LLC | 09/2006 | 10-25% |
| BANDET, HENRY, J.H. | Individual | – | PRESIDENT & MANAGING MEMBER OF HG CAPITAL PARTNERS IX, LLC | 01/2010 | 25-50% |
| RKA INVESTMENTS, LLC | Domestic Entity | – | MEMBER OF HG CAPITAL PARTNERS IX, LLC | 01/2010 | 25-50% |
| JOBST, ANDREW | Individual | – | EXECUTIVE VP & MANAGING MEMBER OF HG CAPITAL PARTNERS IX, LLC | 01/2010 | 10-25% |
| ALLEN, ROBERT, R. | Individual | THE ALLEN FAMILY TRUST DATED APRIL 10, 1997 | TRUSTEE | 04/1997 | 50-75% |
| ALLEN, KAREN, T. | Individual | THE ALLEN FAMILY TRUST DATED APRIL 10, 1997 | TRUSTEE | 04/1997 | 50-75% |
| THE ALLEN FAMILY TRUST DATED APRIL 10, 1997 | Domestic Entity | RKA INVESTMENTS, LLC | MANAGING MEMBER | 08/1998 | > 75% |
| RKA INVESTMENTS, LLC | Domestic Entity | – | MEMBER OF HGM X, LLC | 05/2012 | 10-25% |
| JOBST, ANDREW | Individual | – | PARTNER & MANAGING MEMBER OF HG CAPITAL, LLC | 06/2012 | 25-50% |
| BANDET, HENRY, J.H. | Individual | – | FOUNDER, PARTNER & MANAGING MEMBER OF HGM X, LLC | 05/2012 | 50-75% |
| JOBST, ANDREW | Individual | – | PARTNER & MANAGING MEMBER OF HGM X, LLC | 05/2012 | 25-50% |
| BANDET, HENRY, J.H. | Individual | – | FOUNDER, PARTNER, MANAGER & MEMBER OF HGM XI, LLC | 09/2015 | 50-75% |
| JOBST, ANDREW | Individual | – | PARTNER, MANAGER & MEMBER OF HGM XI, LLC | 09/2015 | 25-50% |
| RKA INVESTMENTS, LLC | Domestic Entity | – | MEMBER OF HGM XI, LLC | 09/2015 | 10-25% |