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| Howard Financial Services Ltd
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| CRD # | 107978 |
| SEC # | 801-46741 |
| CIK # | 0001768130 |
| AUM | 1,401.8 M (2026-06-19) |
| Employees | 24 (75% Investors, 0% Brokers) |
| Phone | 214-346-0785 |
| Address | 8350 Meadow Road Dallas, TX 75231 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 40.1 | ||
| Nvidia Corp | 16.4 | ||
| Microsoft Corp | 9.4 | ||
| Amazon Com Inc | 8.8 | ||
| Broadcom Inc | 6.9 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | HFS Mineral Partners VI LP | [2026-03-27] | 14.0 M | 11.5 M |
| Offered $13,965,000 · Filed 2025-12-10 (D) · Exemption 506(b) · Minimum $100,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HFS SF Apartments II LP | [2026-03-27] | 6.6 M | 17.0 M |
| Offered $6,555,000 · Filed 2019-03-19 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $7,500 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HFS WACO Apartments LP | [2026-03-27] | 11.1 M | 12.1 M |
| Offered $11,130,000 · Filed 2025-11-13 (D) · Exemption 506(b) · Minimum $100,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HFS Richardson Office LP | [2025-03-31] | 13.6 M | 13.4 M |
| Offered $13,550,000 · Filed 2025-04-01 (D) · Exemption 506(b) · Minimum $100,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HFS Small Balance RE I LP | [2025-03-31] | 12.8 M | 15.3 M |
| Offered $25,000,000 · Filed 2024-11-13 (D) · Exemption 506(b) · Minimum $100,000 · Remaining $12,229,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HFS Laredo Industrial LP | [2024-03-25] | 10.1 M | |
| Offered $10,100,000 · Filed 2023-06-28 (D) · Exemption 506(b) · Minimum $5,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| Other | HFS ORRI Fund 2023 LP | [2024-03-25] | 11.4 M | |
| Offered $11,000,000 · Filed 2023-08-31 (D) · Exemption 506(b) · Minimum $100,000 · Remaining $11,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HFS Holleman LP | [2023-03-30] | 2.0 M | |
| Offered $1,999,999 · Filed 2022-01-27 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| Other | HFS Mineral Partners V LP | [2023-03-30] | 27.0 M | |
| Offered $25,000,000 · Filed 2022-06-30 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining $25,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HFS Royse City Land LP | [2023-03-30] | 3.8 M | 4.3 M |
| Offered $3,750,000 · Filed 2022-07-11 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 151 | 38.4 |
| (b) Individuals (high net worth individuals) | 259 | 1,120.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 31 | 224.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 18.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,276 | 1,401.8 |
| By Discretionary | ||
| Discretionary | 1,276 | 1,401.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,276 | 1,401.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,401.8 | |
| Total | 1,276 | 1,401.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| John Howard | Director, Executive Officer | 259 | 9 | |
| James Howard | Director, Executive Officer | 92 | 4 | |
| Stephen Howard | Director, Executive Officer | 62 | 4 | |
| Hffm Inc | Director, Promoter | 69 | 3 | |
| Hfs Capital Partners LLC | Promoter | 52 | 3 | |
| Hfs MP VI Investors LP | Promoter | 2 | 2 | |
| N James | Executive Officer | 2 | 2 | |
| Hfs Capital Partners LP | Promoter | 3 | 1 | |
| Hmi Inc | Promoter | 3 | 1 | |
| Daniel Strodel | Director | 2 | 1 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001768130] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Clients | 9 |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Real Estate |
| Related People Network |
|---|
| 110 people file Form D offerings alongside this firm's people, tied to 3 other firms through shared filers. |
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