Firm profile

H.I.G. Whitehorse Advisers, LLC

MIAMI, FLCRD 164905Registration Status: ApprovedEffective since August 7, 2012SEC # 801-76984Latest ADV March 31, 2026

H.I.G. Whitehorse Advisers, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Miami, FL.

Assets Under Management

$615M

Employees

Offices

6 offices

Total Clients

Associated firm names

1 name listed

H.I.G. WHITEHORSE ADVISERS, LLC

Leadership

4 roles identified

CEOStuart D. Aronson

CCORichard Siegel

CFOChad Buresh

Advisory services offered

1 types reported

Portfolio management for investment companies

Fee models offered

2 types reported

Asset based fees

Performance-based fees

Offices & Contact

Primary office

MIAMI, Florida, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

View locations

Florida

MIAMIPrimary office

California

LOS ANGELES · SAN FRANCISCO

Connecticut

STAMFORD

Illinois

CHICAGO

New York

NEW YORK

6 office records listed · 6 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Phone305-379-2322 WebsiteVisit website

LinkedInNot found

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$615Mas of March 31, 2026

Discretionary100.0%

$615M

100% of total RAUM100.0%

Non-discretionary0.0%

0% of total RAUM0.0%

All regulatory assets under management are discretionary.

Client Coverage Demographics

Top client segmentBDCs represent 100.0% of total clients.

Top client categories% of clientsClients

BDCs

100.0%

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$615M

Total Accounts1

10Y AUM Change+$169M (+37.8%)

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees82

Clients per Employee0:1

10Y Employee Change+51 (+164.5%)

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.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%

H.I.G. CAPITAL, LLCDirect owner · Schedule AInterest in H.I.G. WHITEHORSE ADVISERS, LLC

75%+

H.I.G. CAPITAL PARTNERS, LPIndirect owner · Schedule BInterest in H.I.G. CAPITAL, LLC

50% to < 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. Whitehorse Advisers, LLC.

Reported ownership and control details

Form ADV · Filing date 2026-03-31 · Schedules A and B

9 entries

#	Owner / person & role	Interest in entity	Reported interest	Control person	Title / status acquired	Source
1	RICHARD SIEGELGENERAL COUNSEL AND CHIEF COMPLIANCE OFFICERIndividual	H.I.G. WHITEHORSE ADVISERS, LLC	Less than 5%Code NA	Yes	GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER05/2012	Schedule APDF page 93
2	JOHN PAUL BOLDUCCHAIRMANIndividual	H.I.G. WHITEHORSE ADVISERS, LLC	Less than 5%Code NA	Yes	CHAIRMAN05/2012	Schedule APDF page 93
3	H.I.G. CAPITAL, LLCSOLE MEMBER, H.I.G. WHITEHORSE ADVISERS, LLCDomestic entity	H.I.G. WHITEHORSE ADVISERS, LLC	75% or moreCode E	Yes	SOLE MEMBER, H.I.G. WHITEHORSE ADVISERS, LLC09/2014	Schedule APDF page 93
4	STUART DANIEL ARONSONCHIEF EXECUTIVE OFFICERIndividual	H.I.G. WHITEHORSE ADVISERS, LLC	Less than 5%Code NA	Yes	CHIEF EXECUTIVE OFFICER05/2016	Schedule APDF page 93
5	CHAD BURESHCHIEF FINANCIAL OFFICERIndividual	H.I.G. WHITEHORSE ADVISERS, LLC	Less than 5%Code NA	Yes	CHIEF FINANCIAL OFFICER04/2022	Schedule APDF page 93
6	JAY MAHERGLOBAL CHIEF OPERATING OFFICERIndividual	H.I.G. WHITEHORSE ADVISERS, LLC	Less than 5%Code NA	Yes	GLOBAL CHIEF OPERATING OFFICER11/2023	Schedule APDF page 93
7	H.I.G. CAPITAL PARTNERS, LPMEMBER, H.I.G. CAPITAL, LLCDomestic entity	H.I.G. CAPITAL, LLC	50% to less than 75%Code D	Yes	MEMBER, H.I.G. CAPITAL, LLC05/2018	Schedule BPDF page 94
8	H.I.G.-GP GLOBAL, LLCMANAGER, H.I.G. CAPITAL, LLCDomestic entity	H.I.G. CAPITAL, LLC	Percentage not specifiedCode F	Yes	MANAGER, H.I.G. CAPITAL, LLC09/2014	Schedule BPDF page 94
9	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 94

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 4:42:19 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.