Howard Financial Services Ltd

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Howard Financial Services Ltd
CRD #107978
SEC #801-46741
CIK #0001768130
AUM 1,401.8 M (2026-06-19)
Employees 24 (75% Investors, 0% Brokers)
Phone214-346-0785
Address8350 Meadow Road
Dallas, TX 75231
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
1500120090060030001999200820172027
Sector Form 13F Holdings Value ($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)
110088066044022002017202020232027
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
Clients9
ServesInstitutional, Retail
Fund TypesHedge 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
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com