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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 | ||||
| RE | HMPF 2022 LP | [2023-03-30] | 1.9 M | |
| Offered $20,000,000 · Filed 2022-06-23 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining $18,050,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| Other | HFS-SLJ Mineral Partners IV LP | [2022-03-25] | 6.9 M | 27.4 M |
| Offered $25,000,000 · Filed 2021-03-05 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining $18,131,333 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HFS Westland GA Lots LP | [2022-03-25] | 5.6 M | 0.6 M |
| Offered $5,600,000 · Filed 2021-05-06 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HMPF Taxable LP | 2022-03-25 | 1.9 M | |
| RE | Howard Mortgage Part Fund LP | 2022-03-25 | ||
| RE | HFS Houston Seniors IL LP | [2021-03-31] | 0.6 M | 6.7 M |
| Offered $8,660,000 · Filed 2020-02-07 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $9,000 · Remaining $8,071,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HFS NLA CA LP | [2021-03-31] | 7.7 M | |
| Offered $7,710,700 · Filed 2020-06-22 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $7,500 · Remaining $700 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HFS Buda Apartments LP | [2020-03-30] | 6.0 M | 0.0 M |
| Offered $5,980,000 · Filed 2019-04-19 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $7,500 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HFS Hampton Road LP | [2020-03-30] | 3.0 M | 4.4 M |
| Offered $3,025,000 · Filed 2019-06-18 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $7,500 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HFS NLA Oceanside LP | [2020-03-30] | 3.1 M | 4.3 M |
| Offered $3,150,000 · Filed 2019-08-20 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $7,500 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HFS SF Apartments LP | [2020-03-30] | 6.6 M | 6.7 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 | ||||
| Other | HFS-SLJ Mineral Partners - III | [2020-03-30] | 0.2 M | 23.9 M |
| Offered $25,000,000 · Filed 2019-01-09 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining $24,800,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HFS Utrails LP | [2020-03-30] | 1.3 M | |
| Offered $1,280,000 · Filed 2019-11-14 (D) · Exemption 3(c), 3(c)(1) · Minimum $7,500 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HMPF 2020 LP | [2020-03-30] | 2.0 M | |
| Offered $3,008,204 · Filed 2019-10-25 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $75,000 · Remaining $1,033,204 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HFS Bass Lake RV LP | [2019-03-29] | 2.6 M | 0.4 M |
| Offered $2,600,000 · Filed 2018-06-07 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining $5,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| Other | HFS BXP III LP | [2019-03-29] | 8.4 M | 9.9 M |
| Offered $50,000,000 · Filed 2018-06-07 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining $41,575,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HFS NH Investments LP | [2019-03-29] | 7.0 M | 1.0 M |
| Offered $7,000,000 · Filed 2018-10-22 (D) · Exemption 506(b) · Minimum $100,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HFS NLA Loan Fund LP | [2019-03-29] | 7.0 M | 0.0 M |
| Offered $7,000,000 · Filed 2018-10-22 (D) · Exemption 506(b) · Minimum $100,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HMPF 2018 LP | [2019-03-29] | 6.2 M | 0.0 M |
| Offered $20,000,000 · Filed 2019-04-24 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $25,000 · Remaining $13,820,607 · Duration More than one year · Revenue Decline to Disclose | ||||
| RE | HFS Covington Plaza LP | [2018-03-31] | 4.1 M | 0.3 M |
| Offered $4,075,000 · Filed 2017-10-04 (D) · Exemption 506(c) · Minimum $100,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HFS Lakeland FL Retail LP | [2018-03-31] | 5.8 M | 2.3 M |
| Offered $5,825,000 · Filed 2018-01-12 (D) · Exemption 506(c), 3(c), 3(c)(1) · Minimum $100,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HFS Little Rock Office LP | [2018-03-31] | 7.7 M | 0.3 M |
| Offered $7,675,000 · Filed 2017-05-10 (D) · Exemption 506(c) · Minimum $100,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HFS Owens Farm LP | [2018-03-31] | 2.4 M | 2.5 M |
| Offered $2,425,000 · Filed 2018-01-05 (D) · Exemption 506(c), 3(c), 3(c)(1) · Minimum $100,000 · Remaining $25,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| Other | HFS-SLJ Mineral Partners - I | [2018-03-31] | 4.0 M | 4.2 M |
| Offered $4,000,000 · Filed 2017-04-13 (D) · Exemption 506(c) · Minimum $100,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| Other | HFS-SLJ Mineral Partners - II | [2018-03-31] | 2.7 M | 12.2 M |
| Offered $20,000,000 · Filed 2017-08-10 (D/A) · Exemption 506(c) · Minimum $100,000 · Remaining $17,335,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HMPF 2017 LP | [2018-03-31] | 0.4 M | 0.0 M |
| Offered $20,000,000 · Filed 2017-04-12 (D) · Exemption 506(c) · Minimum $100,000 · Remaining $19,638,620 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HFS Credit Opportunity Fund - III LP | [2017-02-13] | 2.2 M | 0.5 M |
| Offered $2,800,000 · Filed 2014-05-16 (D) · Exemption 506(c) · Minimum $100,000 · Remaining $575,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HFS Lakehills Plaza LP | [2017-02-13] | 6.2 M | 5.0 M |
| Offered $6,250,000 · Filed 2016-12-09 (D) · Exemption 506(c) · Minimum $10,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HMPF 2016 LP | [2017-02-13] | 4.7 M | 0.6 M |
| Offered $20,000,000 · Filed 2015-05-20 (D) · Exemption 506(c) · Minimum $50,000 · Remaining $15,290,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HFS Braun Road Storage LP | 2016-03-31 | 1.5 M | |
| RE | HFS Celina Storage LP | [2016-03-31] | 2.1 M | 2.3 M |
| Offered $2,125,000 · Filed 2015-12-29 (D) · Exemption 506(c) · Minimum $100,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HFS Cherokee Commons LP | [2016-03-31] | 2.5 M | 2.1 M |
| Offered $2,505,000 · Filed 2015-12-22 (D) · Exemption 506(c) · Minimum $100,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HFS Emerson Apartments LP | [2016-03-31] | 2.5 M | 8.3 M |
| Offered $2,505,000 · Filed 2015-12-22 (D) · Exemption 506(c) · Minimum $100,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HFS Levered Loan Fund I LP | [2016-03-31] | 4.1 M | 3.9 M |
| Offered $25,000,000 · Filed 2015-12-01 (D) · Exemption 506(c) · Minimum $100,000 · Remaining $20,875,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HFS Mockingbird LP | [2016-03-31] | 2.7 M | |
| Offered $4,225,000 · Filed 2015-10-16 (D) · Exemption 506(c) · Minimum $100,000 · Remaining $1,517,500 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HFS Shire LP | [2016-03-31] | 4.0 M | 0.0 M |
| Offered $4,031,255 · Filed 2015-06-03 (D) · Exemption 506(c) · Minimum $7,500 · Remaining $58,755 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HFS Shire LP | 2015-05-29 | ||
| RE | HFS Brookmeade NC Lots LP | [2015-03-30] | 1.9 M | 0.1 M |
| Offered $1,875,000 · Filed 2014-05-14 (D) · Exemption 506(c) · Minimum $100,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| Other | HFS BXP II LP | [2015-03-30] | 7.6 M | 2.8 M |
| Offered $10,000,000 · Filed 2014-05-19 (D) · Exemption 506(c) · Minimum $100,000 · Remaining $2,390,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HFS Credit Opportunity Fund - II LP | [2015-03-30] | 2.2 M | 0.1 M |
| Offered $2,800,000 · Filed 2014-05-16 (D) · Exemption 506(c) · Minimum $100,000 · Remaining $575,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HFS Equestria Lots LP | [2015-03-30] | 1.8 M | 0.1 M |
| Offered $1,825,000 · Filed 2014-03-05 (D) · Exemption 506(c) · Minimum $100,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HFS Montrose Portfolio I LP | [2015-03-30] | 0.1 M | |
| RE | HFS Scottsdale Apartments II LP | [2015-03-30] | 2.6 M | 0.3 M |
| Offered $2,640,000 · Filed 2014-03-20 (D) · Exemption 506(c) · Minimum $100,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HFS Verdae SC Lots LP | [2015-03-30] | 2.8 M | 0.0 M |
| Offered $4,200,000 · Filed 2014-10-31 (D) · Exemption 506(c) · Minimum $100,000 · Remaining $1,360,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HMPF 2015 LP | [2015-03-30] | 4.7 M | 5.8 M |
| Offered $20,000,000 · Filed 2015-05-20 (D) · Exemption 506(c) · Minimum $50,000 · Remaining $15,290,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HMPF 2014 LP | [2014-03-13] | 3.8 M | 0.9 M |
| Offered $20,000,000 · Filed 2014-02-06 (D) · Exemption 506(c) · Minimum $25,000 · Remaining $16,225,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HFS Arbor Ridge LP | [2013-12-05] | 2.6 M | 4.6 M |
| Offered $2,600,000 · Filed 2013-06-10 (D) · Exemption 506 · Minimum $7,500 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HFS Atlanta Land LP | [2013-12-05] | 1.8 M | 1.7 M |
| Offered $1,836,000 · Filed 2013-09-09 (D) · Exemption 506 · Minimum $6,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HFS Berry Retail LP | [2013-12-05] | 0.9 M | 0.9 M |
| Offered $885,000 · Filed 2013-02-28 (D) · Exemption 506 · Minimum $7,500 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HFS Destin Palms LP | [2013-12-05] | 2.0 M | 0.2 M |
| Offered $2,115,000 · Filed 2013-02-28 (D) · Exemption 506 · Minimum $6,000 · Remaining $94,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HFS Galveston Strand LP | [2013-12-05] | 2.4 M | 0.1 M |
| Offered $2,365,000 · Filed 2013-09-19 (D) · Exemption 506 · Minimum $25,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HFS Wellington Park LP | [2013-12-05] | 4.5 M | 3.8 M |
| Offered $4,825,000 · Filed 2013-09-06 (D) · Exemption 506 · Minimum $100,000 · Remaining $334,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HMPF 2013 LP | [2013-12-05] | 4.0 M | 1.0 M |
| Offered $20,000,000 · Filed 2013-08-20 (D) · Exemption 506 · Minimum $100,000 · Remaining $15,998,889 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HFS Scottsdale Apartments | [2013-03-26] | 3.5 M | 0.0 M |
| Offered $3,600,000 · Filed 2013-02-26 (D) · Exemption 506 · Minimum $7,500 · Remaining $72,500 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HFS White Oak LP | [2013-03-26] | 1.2 M | 1.2 M |
| Offered $1,155,000 · Filed 2012-12-28 (D) · Exemption 506 · Minimum $7,500 · Duration One year or less · Revenue Decline to Disclose | ||||
| RE | HMPF 2012 LP | [2013-03-26] | 4.1 M | 1.3 M |
| Offered $20,000,000 · Filed 2012-10-04 (D/A) · Exemption 506 · Minimum $25,000 · Remaining $15,900,500 · Duration One year or less · Revenue $1 - $1,000,000 | ||||
| HF | HFS ID Fund LP | 2012-10-23 | 5.0 M | |
| RE | HFS Lawton Marketplace LP | [2012-10-23] | 2.4 M | 0.2 M |
| Offered $2,350,000 · Filed 2012-08-31 (D) · Exemption 506 · Minimum $7,500 · Duration One year or less · Revenue $1 - $1,000,000 | ||||
| RE | HFS NB Apartments LP | [2012-10-23] | 3.6 M | 0.5 M |
| Offered $3,600,000 · Filed 2012-10-04 (D) · Exemption 506 · Minimum $7,500 · Duration One year or less · Revenue $1 - $1,000,000 | ||||
| RE | HFS Perdido Key LP | [2012-10-23] | 0.8 M | 0.7 M |
| Offered $770,000 · Filed 2012-10-19 (D) · Exemption 506 · Minimum $15,000 · Remaining $20,000 · Duration One year or less · Revenue $1 - $1,000,000 | ||||
| RE | HFS Surrey Oaks LP | [2012-10-23] | 1.6 M | 1.1 M |
| Offered $1,607,500 · Filed 2012-08-15 (D) · Exemption 506 · Minimum $7,500 · Duration One year or less · Revenue $1 - $1,000,000 | ||||
| RE | HMPF Equity GP | 2012-04-25 | 0.1 M | |
| RE | HMPF Master GP | 2012-04-25 | ||
| Other | HFS BXP I LP | [2012-03-30] | 3.1 M | |
| Offered $3,075,000 · Filed 2011-07-18 (D) · Exemption 506 · Minimum $50,000 · Duration One year or less · Revenue $1 - $1,000,000 | ||||
| RE | HFS Cap Design Portfolio LP | [2012-03-30] | 3.6 M | 3.6 M |
| Offered $4,200,000 · Filed 2011-12-28 (D) · Exemption 506 · Minimum $7,500 · Remaining $592,500 · Duration One year or less · Revenue $1 - $1,000,000 | ||||
| RE | HFS Crabapple Crossroads LP | [2012-03-30] | 1.9 M | 0.5 M |
| Offered $1,925,000 · Filed 2011-01-20 (D) · Exemption 506 · Minimum $25,000 · Remaining $15,000 · Duration One year or less · Revenue $1 - $1,000,000 | ||||
| RE | HFS Credit Opportunity Fund - I LP | [2012-03-30] | 3.2 M | 0.1 M |
| Offered $4,600,000 · Filed 2012-05-14 (D) · Exemption 506 · Minimum $25,000 · Remaining $1,375,000 · Duration One year or less · Revenue $1 - $1,000,000 | ||||
| RE | HFS Denver Residential LP | [2012-03-30] | 2.3 M | 0.0 M |
| Offered $2,300,000 · Filed 2011-07-14 (D) · Exemption 506 · Minimum $25,000 · Duration One year or less · Revenue $1 - $1,000,000 | ||||
| RE | HFS Land Fund II LP | [2012-03-30] | 3.1 M | 0.4 M |
| Offered $3,100,000 · Filed 2011-01-28 (D) · Exemption 506 · Minimum $100,000 · Duration One year or less · Revenue $1 - $1,000,000 | ||||
| RE | HFS Land Fund LP | [2012-03-30] | 0.7 M | |
| RE | HFS Legacy Oaks LP | [2012-03-30] | 1.2 M | 1.1 M |
| Offered $1,250,000 · Filed 2012-03-29 (D/A) · Exemption 506 · Minimum $50,000 · Duration One year or less · Revenue $1,000,001 - $5,000,000 | ||||
| RE | HFS Live Oak LP | [2012-03-30] | 0.8 M | 0.7 M |
| Offered $800,000 · Filed 2011-06-06 (D) · Exemption 506 · Minimum $25,000 · Duration One year or less · Revenue $1 - $1,000,000 | ||||
| RE | HFS Maple Crossing LP | [2012-03-30] | 0.5 M | 0.6 M |
| Offered $500,000 · Filed 2010-10-18 (D) · Exemption 506 · Minimum $25,000 · Duration One year or less · Revenue $1 - $1,000,000 | ||||
| RE | HFS Midway/NW HWY LP | [2012-03-30] | 1.2 M | 1.2 M |
| Offered $1,300,000 · Filed 2011-07-29 (D) · Exemption 506 · Minimum $25,000 · Remaining $100,000 · Duration One year or less · Revenue $1 - $1,000,000 | ||||
| HF | HFS Multi-Strategy Fund LP | 2012-03-30 | 0.2 M | |
| RE | HFS Phoenix 05 Fund LP | 2012-03-30 | 0.1 M | |
| RE | HFS Phoenix 06 Fund LP | 2012-03-30 | 0.0 M | |
| RE | HFS Phoenix 07 Fund LP | 2012-03-30 | 3.0 M | |
| RE | HFS Phoenix 08 Fund LP | [2012-03-30] | 0.4 M | |
| RE | HFS Phoenix 09 Fund LP | [2012-03-30] | 0.0 M | |
| RE | HFS Phoenix 10 Fund LP | [2012-03-30] | 2.3 M | 0.8 M |
| Offered $2,290,000 · Filed 2011-07-14 (D) · Exemption 506 · Minimum $40,000 · Duration One year or less · Revenue $1 - $1,000,000 | ||||
| RE | HFS Phoenix 11 Fund LP | [2012-03-30] | 0.3 M | |
| Filed 2011-02-14 (D) · Exemption 506, 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration One year or less · Revenue $1 - $1,000,000 | ||||
| RE | HFS Roaring Fork LP | [2012-03-30] | 2.1 M | 3.5 M |
| Offered $2,107,500 · Filed 2012-01-18 (D) · Exemption 506 · Minimum $7,500 · Duration One year or less · Revenue $1 - $1,000,000 | ||||
| RE | HFS Scenic Park LP | [2012-03-30] | 1.5 M | 1.5 M |
| Offered $1,510,000 · Filed 2012-03-28 (D/A) · Exemption 506 · Minimum $3,000 · Duration One year or less · Revenue $1 - $1,000,000 | ||||
| RE | HFS Tax Lien 10 Fund LP | [2012-03-30] | 7.1 M | 0.0 M |
| Offered $25,000,000 · Filed 2010-05-21 (D) · Exemption 506 · Minimum $10,000 · Remaining $17,920,000 · Duration One year or less · Revenue $1 - $1,000,000 | ||||
| RE | HFS Vintage Royale LP | [2012-03-30] | 2.6 M | 0.1 M |
| Offered $2,600,000 · Filed 2010-07-09 (D) · Exemption 506 · Minimum $25,000 · Duration One year or less · Revenue $1 - $1,000,000 | ||||
| RE | HMPF 2009 LP | 2012-03-30 | 9.1 M | |
| RE | HMPF 2010-I Fund LP | [2012-03-30] | 15.0 M | 5.9 M |
| Offered $20,000,000 · Filed 2012-09-10 (D/A) · Exemption 506 · Minimum $5,561 · Remaining $5,046,786 · Duration More than one year · Revenue $1 - $1,000,000 | ||||
| RE | HMPF Enhanced QP LP | 2012-03-30 | ||
| RE | HMPF Taxable LP | 2012-03-30 | ||
| RE | Howard Mortgage Participation Fundlp | 2012-03-30 | 25.2 M | |
| AUM Breakdown | Accounts | AUM ($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. |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wellesley Asset Management Inc
✚
|
NH | 1,991.3 M |
|
Financial Management Professionals Inc
✚
|
TX | 1,340.1 M |
|
ANDA Asset Management Co Ltd
✚
|
1,226.1 M | |
|
NexWave Capital Partners LLC
✚
|
NY | 997.8 M |
|
Omnia Family Wealth LLC
✚
|
FL | 994.6 M |
|
New Vernon Advisers LP
✚
|
NJ | 902.1 M |
|
The Weil Company
✚
|
CA | 896.2 M |
|
Allegheny Investments
✚
|
PA | 742.1 M |
|
Vizcaya Capital LLC
✚
|
FL | 631.4 M |
|
Proaltus USA Inc
✚
|
604.9 M |