Howard Financial Services Ltd

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Howard Financial Services Ltd ✚
CRD #	107978
SEC #	801-46741
CIK #	0001768130
AUM	$1.4 B (2025-03-31)
Employees	24 (79% Investors, 0% Brokers)
Phone	214-346-0785
Address	8350 Meadow Road Dallas, TX 75231
Source	[IAPD] [EDGAR] [Website] [LinkedIn]

Total AUM ($M) Copy

Sector	Form 13F Holdings	Value ($M)
	Apple Inc	27.2
	Nvidia Corp	12.3
	Microsoft Corp	10.5
	Amazon Com Inc	5.9
	Chipotle Mexican Grill Inc	5.3

Holdings by Sector ($M)

Type	Form D Funds	Date	Sold ($M)	AUM ($M)
RE	HFS Richardson Office LP	[2025-03-31]	13.6	13.6
RE	HFS Small Balance RE I LP	[2025-03-31]	12.8	10.0
RE	HFS Laredo Industrial LP	[2024-03-25]	10.1	13.1
Other	HFS ORRI Fund 2023 LP	[2024-03-25]	0.0	10.5
RE	HFS Holleman LP	[2023-03-30]	2.0	0.0
Other	HFS Mineral Partners V LP	[2023-03-30]	0.0	24.5
RE	HFS Royse City Land LP	[2023-03-30]	3.8	4.1
RE	HMPF 2022 LP	[2023-03-30]	1.9	4.3
Other	Hfs-Slj Mineral Partners IV LP	[2022-03-25]	6.9	29.0
RE	HFS Westland GA Lots LP	[2022-03-25]	5.6	2.3
RE	HMPF Taxable LP	2022-03-25		1.9
RE	Howard Mortgage PART Fund LP	2022-03-25		0.0
RE	HFS Houston Seniors IL LP	[2021-03-31]	0.6	9.4
RE	HFS NLA CA LP	[2021-03-31]	7.0	0.0
RE	HFS Buda Apartments LP	[2020-03-30]	6.0	0.0
RE	HFS Hampton Road LP	[2020-03-30]	3.0	3.4
RE	HFS NLA Oceanside LP	[2020-03-30]	3.1	2.7
RE	HFS SF Apartments LP	[2020-03-30]	6.6	6.7
Other	Hfs-Slj Mineral Partners - III	[2020-03-30]	0.2	24.5
RE	HFS Utrails LP	[2020-03-30]	1.3	0.0
RE	HMPF 2020 LP	[2020-03-30]	2.0	0.0
RE	HFS Bass Lake RV LP	[2019-03-29]	2.6	0.4
Other	HFS BXP III LP	[2019-03-29]	8.4	12.0
RE	HFS NH Investments LP	[2019-03-29]	7.0	1.0
RE	HFS NLA Loan Fund LP	[2019-03-29]	7.0	0.0
RE	HMPF 2018 LP	[2019-03-29]	0.4	0.0
RE	HFS Covington Plaza LP	[2018-03-31]	4.1	0.3
RE	HFS Lakeland FL Retail LP	[2018-03-31]	5.8	7.1
RE	HFS Little Rock Office LP	[2018-03-31]	7.7	0.2
RE	HFS Owens Farm LP	[2018-03-31]	2.4	2.5
Other	Hfs-Slj Mineral Partners - I	[2018-03-31]	4.0	4.3
Other	Hfs-Slj Mineral Partners - II	[2018-03-31]	2.7	13.6
RE	HMPF 2017 LP	[2018-03-31]	0.4	0.0
RE	HFS Credit Opportunity Fund - III LP	[2017-02-13]	3.4	0.5
RE	HFS Lakehills Plaza LP	[2017-02-13]	6.2	5.0
RE	HMPF 2016 LP	[2017-02-13]	4.7	0.6
RE	HFS Braun Road Storage LP	2016-03-31		1.5
RE	HFS Celina Storage LP	[2016-03-31]	2.1	2.3
RE	HFS Cherokee Commons LP	[2016-03-31]	2.5	2.1
RE	HFS Emerson Apartments LP	[2016-03-31]	2.5	8.3
RE	HFS Levered Loan Fund I LP	[2016-03-31]	4.1	3.9
RE	HFS Mockingbird LP	[2016-03-31]	2.7	0.0
RE	HFS Shire LP	[2016-03-31]	4.0	0.0
RE	HFS Shire LP	2015-05-29		0.0
RE	HFS Brookmeade NC Lots LP	[2015-03-30]	1.9	0.1
Other	HFS BXP II LP	[2015-03-30]	7.6	3.2
RE	HFS Credit Opportunity Fund - II LP	[2015-03-30]	2.2	0.1
RE	HFS Equestria Lots LP	[2015-03-30]	1.8	0.1
RE	HFS Montrose Portfolio I LP	[2015-03-30]		0.1
RE	HFS Scottsdale Apartments II LP	[2015-03-30]	2.6	0.3
RE	HFS Verdae SC Lots LP	[2015-03-30]	2.8	0.0
RE	HMPF 2015 LP	[2015-03-30]	4.7	5.8
RE	HMPF 2014 LP	[2014-03-13]	3.8	0.9
RE	HFS Arbor Ridge LP	[2013-12-05]	2.6	4.6
RE	HFS Atlanta Land LP	[2013-12-05]	1.8	1.7
RE	HFS Berry Retail LP	[2013-12-05]	0.9	0.9
RE	HFS Destin Palms LP	[2013-12-05]	2.0	0.2
RE	HFS Galveston Strand LP	[2013-12-05]	2.4	0.1
RE	HFS Wellington Park LP	[2013-12-05]	4.5	3.8
RE	HMPF 2013 LP	[2013-12-05]	4.0	1.0
RE	HFS Scottsdale Apartments	[2013-03-26]	2.6	0.0
RE	HFS White Oak LP	[2013-03-26]	1.2	1.2
RE	HMPF 2012 LP	[2013-03-26]	4.1	1.3
HF	HFS ID Fund LP	2012-10-23		4.7
RE	HFS Lawton Marketplace LP	[2012-10-23]	2.4	0.2
RE	HFS NB Apartments LP	[2012-10-23]	3.6	0.5
RE	HFS Perdido Key LP	[2012-10-23]	0.8	0.7
RE	HFS Surrey Oaks LP	[2012-10-23]	1.6	1.1
RE	HMPF Equity GP	2012-04-25		0.1
RE	HMPF Master GP	2012-04-25		0.0
Other	HFS BXP I LP	[2012-03-30]	3.1	0.1
RE	HFS Cap Design Portfolio LP	[2012-03-30]	3.6	3.6
RE	HFS Crabapple Crossroads LP	[2012-03-30]	1.9	0.5
RE	HFS Credit Opportunity Fund - I LP	[2012-03-30]	3.2	0.1
RE	HFS Denver Residential LP	[2012-03-30]	2.3	0.0
RE	HFS Land Fund II LP	[2012-03-30]	3.1	0.4
RE	HFS Land Fund LP	[2012-03-30]		0.7
RE	HFS Legacy Oaks LP	[2012-03-30]	1.2	1.1
RE	HFS Live Oak LP	[2012-03-30]	0.8	0.7
RE	HFS Maple Crossing LP	[2012-03-30]	0.5	0.7
RE	HFS Midway/Nw HWY LP	[2012-03-30]	1.2	1.2
HF	HFS Multi-Strategy Fund LP	2012-03-30		0.2
RE	HFS Phoenix 05 Fund LP	2012-03-30		0.1
RE	HFS Phoenix 06 Fund LP	2012-03-30		0.0
RE	HFS Phoenix 07 Fund LP	2012-03-30		3.6
RE	HFS Phoenix 08 Fund LP	[2012-03-30]		0.4
RE	HFS Phoenix 09 Fund LP	[2012-03-30]		0.0
RE	HFS Phoenix 10 Fund LP	[2012-03-30]	2.3	0.8
RE	HFS Phoenix 11 Fund LP	[2012-03-30]	0.3	0.0
RE	HFS Roaring FORK LP	[2012-03-30]	2.1	3.2
RE	HFS Scenic Park LP	[2012-03-30]	1.5	1.5
RE	HFS Tax Lien 10 Fund LP	[2012-03-30]	7.1	0.0
RE	HFS Vintage Royale LP	[2012-03-30]	2.6	0.1
RE	HMPF 2009 LP	2012-03-30		9.1
RE	HMPF 2010-I Fund LP	[2012-03-30]	15.0	5.9
RE	HMPF Enhanced QP LP	2012-03-30		0.0
RE	HMPF Taxable LP	2012-03-30		0.0
RE	Howard Mortgage Participation Fundlp	2012-03-30		25.2

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	180	53.3
(b) Individuals (high net worth individuals)	306	1,130.7
(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	34	205.1
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	33.6
(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	0	1.1
(n) Other	0	0.0
Total	1,485	1,423.8
By Discretionary
Discretionary	1,467	1,422.3
Non-Discretionary	18	1.5
Total	1,485	1,423.8
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		1,423.8
Total	1,485	1,423.8

Form D Directors	# Filings	# Firms	2011 - 2025
John Howard	253
James Howard	89
Stephen Howard	59
Hffm Inc	66
Hfs Capital Partners LLC	49
Hfs Capital Partners LP	3
Hmi Inc	3
Hfs Sb Investors LP	2
Daniel Strodel	2
Hfsbxp Investors II LP	1
View All

EDGAR Form	CIK	2011 - 2025
13F-HR	[0001768130]

Comparable Firms	State	AUM ($B)
Wellesley Asset Management Inc ✚	NH	2.1
Financial Management Professionals Inc ✚	TX	1.1
NexWave Capital Partners LLC ✚	NY	1.0
New Vernon Advisers LP ✚	NJ	0.9
Omnia Family Wealth LLC ✚	FL	0.9
The Weil Company ✚	CA	0.8
ANDA Asset Management Co Ltd ✚		0.6
Allegheny Investments Ltd ✚	PA	0.6
Vizcaya Capital LLC ✚	FL	0.5
Proaltus USA Inc ✚		0.5

Howard Financial Services Ltd

Assets, Funds, Holdings