Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM
Total Accounts
10Y AUM Change
Private Funds
Private funds reported by H.I.G. Capital, LLC
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees
Clients per Employee
10Y Employee Change
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
Ownership
Reported direct and indirect ownership ranges
Each range applies to a separate reported relationship and should not be added together.
Reported ownership ranges
Highlighted bands show the percentage range reported in Form ADV.
0%25%50%75%100%
H.I.G. CAPITAL PARTNERS, LPDirect owner · Schedule AInterest in H.I.G. CAPITAL, LLC
50% to < 75%
H.I.G. CAPITAL ADVISOR HOLDINGS, L.L.C.Direct owner · Schedule AInterest in H.I.G. CAPITAL, LLC
5% to < 10%
H.I.G. CAPITAL ADVISOR HOLDINGS II, L.L.C.Direct owner · Schedule AInterest in H.I.G. CAPITAL, LLC
5% to < 10%
H.I.G. CAPITAL ADVISOR HOLDINGS 2018, L.L.C.Direct owner · Schedule AInterest in H.I.G. CAPITAL, LLC
5% to < 10%
H.I.G. CAPITAL ADVISOR HOLDINGS 2018 II, L.L.C.Direct owner · Schedule AInterest in H.I.G. CAPITAL, LLC
5% to < 10%
H.I.G. CAPITAL ADVISOR HOLDINGS 2025, L.L.C.Direct owner · Schedule AInterest in H.I.G. CAPITAL, LLC
5% to < 10%
H.I.G. CAPITAL ADVISOR HOLDINGS 2025 II, L.L.C.Direct owner · Schedule AInterest in H.I.G. CAPITAL, LLC
5% to < 10%
DYAL CAPITAL PARTNERS HOTSHOT AGGREGATOR AH I LPIndirect owner · Schedule BInterest in H.I.G. CAPITAL ADVISOR HOLDINGS, L.L.C.
75%+
DYAL CAPITAL PARTNERS HOTSHOT AGGREGATOR AH II LPIndirect owner · Schedule BInterest in H.I.G. CAPITAL ADVISOR HOLDINGS II, L.L.C.
75%+
DYAL CAPITAL PARTNERS IV HOTSHOT AGGREGATOR (A) LPIndirect owner · Schedule BInterest in H.I.G. CAPITAL ADVISOR HOLDINGS 2018, L.L.C.
75%+
DYAL CAPITAL PARTNERS IV HOTSHOT AGGREGATOR (A) LPIndirect owner · Schedule BInterest in H.I.G. CAPITAL ADVISOR HOLDINGS 2018 II, L.L.C.
75%+
BLUE OWL GP STAKES VI HOTSHOT AGGREGATOR (A) LPIndirect owner · Schedule BInterest in H.I.G. CAPITAL ADVISOR HOLDINGS 2025, L.L.C.
75%+
BLUE OWL GP STAKES VI HOTSHOT AGGREGATOR (A) LPIndirect owner · Schedule BInterest in H.I.G. CAPITAL ADVISOR HOLDINGS 2025 II, L.L.C.
75%+
Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to H.I.G. Capital, LLC.
Reported ownership and control details
Form ADV · Filing date 2026-03-31 · Schedules A and B
| # | Owner / person & role | Interest in entity | Reported interest | Control person | Title / status acquired | Source |
|---|---|---|---|---|---|---|
| 1 | SAMI MNAYMNEHCO-FOUNDER AND CO- EXECUTIVE CHAIRMANIndividual | H.I.G. CAPITAL, LLC | Less than 5%Code NA | Yes | CO-FOUNDER AND CO- EXECUTIVE CHAIRMAN07/1998 | Schedule APDF page 762 |
| 2 | ANTHONY TAMERCO-FOUNDER AND CO- EXECUTIVE CHAIRMANIndividual | H.I.G. CAPITAL, LLC | Less than 5%Code NA | Yes | CO-FOUNDER AND CO- EXECUTIVE CHAIRMAN07/1998 | Schedule APDF page 762 |
| 3 | RICHARD SIEGELGENERAL COUNSEL AND CHIEF COMPLIANCE OFFICERIndividual | H.I.G. CAPITAL, LLC | Less than 5%Code NA | Yes | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER07/2005 | Schedule APDF page 762 |
| 4 | H.I.G. CAPITAL PARTNERS, LPMEMBERDomestic entity | H.I.G. CAPITAL, LLC | 50% to less than 75%Code D | Yes | MEMBER05/2018 | Schedule APDF page 762 |
| 5 | H.I.G.-GP GLOBAL, LLCMANAGERDomestic entity | H.I.G. CAPITAL, LLC | Less than 5%Code NA | Yes | MANAGER09/2014 | Schedule APDF page 762 |
| 6 | H.I.G. CAPITAL ADVISOR HOLDINGS, L.L.C.MEMBERDomestic entity | H.I.G. CAPITAL, LLC | 5% to less than 10%Code A | No | MEMBER08/2016 | Schedule APDF page 762 |
| 7 | H.I.G. CAPITAL ADVISOR HOLDINGS II, L.L.C.MEMBERDomestic entity | H.I.G. CAPITAL, LLC | 5% to less than 10%Code A | No | MEMBER08/2016 | Schedule APDF page 762 |
| 8 | H.I.G. CAPITAL ADVISOR HOLDINGS 2018, L.L.C.MEMBERDomestic entity | H.I.G. CAPITAL, LLC | 5% to less than 10%Code A | No | MEMBER05/2018 | Schedule APDF page 762 |
| 9 | H.I.G. CAPITAL ADVISOR HOLDINGS 2018 II, L.L.C.MEMBERDomestic entity | H.I.G. CAPITAL, LLC | 5% to less than 10%Code A | No | MEMBER05/2018 | Schedule APDF page 762 |
| 10 | BRIAN D SCHWARTZCHIEF EXECUTIVE OFFICERIndividual | H.I.G. CAPITAL, LLC | Less than 5%Code NA | Yes | CHIEF EXECUTIVE OFFICER04/2026 | Schedule APDF page 762 |
| 11 | Rick RosenCO-PRESIDENTIndividual | H.I.G. CAPITAL, LLC | Less than 5%Code NA | Yes | CO-PRESIDENT12/2019 | Schedule APDF page 762 |
| 12 | CHAD BURESHCHIEF FINANCIAL OFFICERIndividual | H.I.G. CAPITAL, LLC | Less than 5%Code NA | Yes | CHIEF FINANCIAL OFFICER04/2022 | Schedule APDF page 762 |
| 13 | JAY MAHERGLOBAL CHIEF OPERATING OFFICERIndividual | H.I.G. CAPITAL, LLC | Less than 5%Code NA | Yes | GLOBAL CHIEF OPERATING OFFICER11/2023 | Schedule APDF page 762 |
| 14 | DOUG BERMANCO-PRESIDENTIndividual | H.I.G. CAPITAL, LLC | Less than 5%Code NA | Yes | CO-PRESIDENT04/2026 | Schedule APDF page 762 |
| 15 | H.I.G. CAPITAL ADVISOR HOLDINGS 2025, L.L.C.MEMBERDomestic entity | H.I.G. CAPITAL, LLC | 5% to less than 10%Code A | No | MEMBER05/2025 | Schedule APDF page 762 |
| 16 | H.I.G. CAPITAL ADVISOR HOLDINGS 2025 II, L.L.C.MEMBERDomestic entity | H.I.G. CAPITAL, LLC | 5% to less than 10%Code A | No | MEMBER05/2025 | Schedule APDF page 762 |
| 17 | H.I.G.-GP GLOBAL, LLCGENERAL PARTNER, H.I.G. CAPITAL PARTNERS, LPDomestic entity | H.I.G. CAPITAL PARTNERS, LP | Percentage not specifiedCode F | Yes | GENERAL PARTNER, H.I.G. CAPITAL PARTNERS, LP09/2014 | Schedule BPDF page 763 |
| 18 | DYAL CAPITAL PARTNERS HOTSHOT AGGREGATOR AH I LPMEMBER, H.I.G. CAPITAL ADVISOR HOLDINGS, L.L.C.Foreign entity | H.I.G. CAPITAL ADVISOR HOLDINGS, L.L.C. | 75% or moreCode E | Yes | MEMBER, H.I.G. CAPITAL ADVISOR HOLDINGS, L.L.C.08/2016 | Schedule BPDF page 763 |
| 19 | DYAL CAPITAL PARTNERS HOTSHOT AGGREGATOR AH II LPMEMBER, H.I.G. CAPITAL ADVISOR HOLDINGS II, L.L.C.Foreign entity | H.I.G. CAPITAL ADVISOR HOLDINGS II, L.L.C. | 75% or moreCode E | Yes | MEMBER, H.I.G. CAPITAL ADVISOR HOLDINGS II, L.L.C.08/2016 | Schedule BPDF page 763 |
| 20 | BLUE OWL GP STAKES GP HOLDINGS LLCGENERAL PARTNER, DYAL CAPITAL PARTNERS HOTSHOT AGGREGATOR AH I LPDomestic entity | DYAL CAPITAL PARTNERS HOTSHOT AGGREGATOR AH I LP | Percentage not specifiedCode F | Yes | GENERAL PARTNER, DYAL CAPITAL PARTNERS HOTSHOT AGGREGATOR AH I LP06/2024 | Schedule BPDF page 763 |
| 21 | BLUE OWL GP STAKES GP HOLDINGS LLCGENERAL PARTNER, DYAL CAPITAL PARTNERS HOTSHOT AGGREGATOR AH II LPDomestic entity | DYAL CAPITAL PARTNERS HOTSHOT AGGREGATOR AH II LP | Percentage not specifiedCode F | Yes | GENERAL PARTNER, DYAL CAPITAL PARTNERS HOTSHOT AGGREGATOR AH II LP06/2024 | Schedule BPDF page 763 |
| 22 | H.I.G.-GP GLOBAL, LLCMANAGER, H.I.G. CAPITAL ADVISOR HOLDINGS, L.L.C.Domestic entity | H.I.G. CAPITAL ADVISOR HOLDINGS, L.L.C. | Percentage not specifiedCode F | Yes | MANAGER, H.I.G. CAPITAL ADVISOR HOLDINGS, L.L.C.08/2016 | Schedule BPDF page 763 |
| 23 | H.I.G.-GP GLOBAL, LLCMANAGER, H.I.G. CAPITAL ADVISOR HOLDINGS II, L.L.C.Domestic entity | H.I.G. CAPITAL ADVISOR HOLDINGS II, L.L.C. | Percentage not specifiedCode F | Yes | MANAGER, H.I.G. CAPITAL ADVISOR HOLDINGS II, L.L.C.08/2016 | Schedule BPDF page 763 |
| 24 | DYAL CAPITAL PARTNERS IV HOTSHOT AGGREGATOR (A) LPMEMBER, H.I.G. CAPITAL ADVISOR HOLDINGS 2018, L.L.C.Domestic entity | H.I.G. CAPITAL ADVISOR HOLDINGS 2018, L.L.C. | 75% or moreCode E | Yes | MEMBER, H.I.G. CAPITAL ADVISOR HOLDINGS 2018, L.L.C.05/2018 | Schedule BPDF page 763 |
| 25 | DYAL CAPITAL PARTNERS IV HOTSHOT AGGREGATOR (A) LPMEMBER, H.I.G. CAPITAL ADVISOR HOLDINGS 2018 II, L.L.C.Domestic entity | H.I.G. CAPITAL ADVISOR HOLDINGS 2018 II, L.L.C. | 75% or moreCode E | Yes | MEMBER, H.I.G. CAPITAL ADVISOR HOLDINGS 2018 II, L.L.C.05/2018 | Schedule BPDF page 763 |
| 26 | BLUE OWL GP STAKES GP HOLDINGS LLCGENERAL PARTNER, DYAL CAPITAL PARTNERS IV HOTSHOT AGGREGATOR (A) LPForeign entity | DYAL CAPITAL PARTNERS IV HOTSHOT AGGREGATOR (A) LP | Percentage not specifiedCode F | Yes | GENERAL PARTNER, DYAL CAPITAL PARTNERS IV HOTSHOT AGGREGATOR (A) LP06/2024 | Schedule BPDF page 763 |
| 27 | H.I.G.-GP GLOBAL, LLCMANAGER, H.I.G. CAPITAL ADVISOR HOLDINGS 2018, L.L.C.Domestic entity | H.I.G. CAPITAL ADVISOR HOLDINGS 2018, L.L.C. | Percentage not specifiedCode F | Yes | MANAGER, H.I.G. CAPITAL ADVISOR HOLDINGS 2018, L.L.C.05/2018 | Schedule BPDF page 763 |
| 28 | H.I.G.-GP GLOBAL, LLCMANAGER, H.I.G. CAPITAL ADVISOR HOLDINGS 2018 II, L.L.C.Domestic entity | H.I.G. CAPITAL ADVISOR HOLDINGS 2018 II, L.L.C. | Percentage not specifiedCode F | Yes | MANAGER, H.I.G. CAPITAL ADVISOR HOLDINGS 2018 II, L.L.C.05/2018 | Schedule BPDF page 764 |
| 29 | BLUE OWL GP STAKES VI HOTSHOT AGGREGATOR (A) LPMEMBER, H.I.G. CAPITAL ADVISOR HOLDINGS 2025, L.L.C.Domestic entity | H.I.G. CAPITAL ADVISOR HOLDINGS 2025, L.L.C. | 75% or moreCode E | Yes | MEMBER, H.I.G. CAPITAL ADVISOR HOLDINGS 2025, L.L.C.05/2025 | Schedule BPDF page 764 |
| 30 | BLUE OWL GP STAKES VI HOTSHOT AGGREGATOR (A) LPMEMBER, H.I.G. CAPITAL ADVISOR HOLDINGS 2025 II, L.L.C.Domestic entity | H.I.G. CAPITAL ADVISOR HOLDINGS 2025 II, L.L.C. | 75% or moreCode E | Yes | MEMBER, H.I.G. CAPITAL ADVISOR HOLDINGS 2025 II, L.L.C.05/2025 | Schedule BPDF page 764 |
| 31 | BLUE OWL GP STAKES GP HOLDINGS LLCGENERAL PARTNER, BLUE OWL GP STAKES VI HOTSHOT AGGREGATOR (A) LPDomestic entity | BLUE OWL GP STAKES VI HOTSHOT AGGREGATOR (A) LP | Percentage not specifiedCode F | Yes | GENERAL PARTNER, BLUE OWL GP STAKES VI HOTSHOT AGGREGATOR (A) LP04/2025 | Schedule BPDF page 764 |
| 32 | H.I.G.-GP GLOBAL, LLCMANAGER, H.I.G. CAPITAL ADVISOR HOLDINGS 2025, L.L.C.Domestic entity | H.I.G. CAPITAL ADVISOR HOLDINGS 2025, L.L.C. | Percentage not specifiedCode F | Yes | MANAGER, H.I.G. CAPITAL ADVISOR HOLDINGS 2025, L.L.C.05/2025 | Schedule BPDF page 764 |
| 33 | H.I.G.-GP GLOBAL, LLCMANAGER, H.I.G. CAPITAL ADVISOR HOLDINGS 2025 II, L.L.C.Domestic entity | H.I.G. CAPITAL ADVISOR HOLDINGS 2025 II, L.L.C. | Percentage not specifiedCode F | Yes | MANAGER, H.I.G. CAPITAL ADVISOR HOLDINGS 2025 II, L.L.C.05/2025 | Schedule BPDF page 764 |
Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.
Compliance & Disclosures
Filing dated 3/31/2026 6:06:44 PM
Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.
RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No
In the past ten years, have you or any advisory affiliate:
- A1Been convicted of or pleaded guilty or no contest to a felony?No
- A2Been charged with a felony?No
BMisdemeanors2 No
In the past ten years, have you or any advisory affiliate:
- B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
- B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No
Has the SEC or CFTC ever:
- C1Found you or an advisory affiliate made a false statement or omission?No
- C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
- C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
- C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No
Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:
- D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
- D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
- D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
- D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No
Has a self-regulatory organization or commodities exchange ever:
- E1Found you or an advisory affiliate made a false statement or omission?No
- E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
- E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
- FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
- GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No
(1) Court actions
Has a domestic or foreign court:
- H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
- H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
- H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No
(2) Pending civil proceedings
- H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.