Clients
H.I.G. Capital serves 191 clients, 185 of them pooled investment vehicles. The average client has about $379 million with the firm.
- Pooled investment vehicles185 clients99%
- OtherPension and profit-sharing plans, Insurance companies1%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 185 | $71,762,445,714 | 99.2% | $387.9M |
| Pension and profit-sharing plans | Not reported | $491,156,463 | 0.7% | — |
| Insurance companies | 6 | $75,996,766 | 0.1% | $12.7M |
| Total | 191 | $72,329,598,943 | 100% | $378.7M |
- Clients
- 185
- Regulatory AUM
- $71,762,445,714
- Share
- 99.2%
- Avg. per client
- $387.9M
- Clients
- Not reported
- Regulatory AUM
- $491,156,463
- Share
- 0.7%
- Avg. per client
- —
- Clients
- 6
- Regulatory AUM
- $75,996,766
- Share
- 0.1%
- Avg. per client
- $12.7M
Total
- Clients
- 191
- Regulatory AUM
- $72,329,598,943
- Share
- 100%
- Avg. per client
- $378.7M
What it does
H.I.G. Capital provides portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets and performance-based fees.
H.I.G. Capital advises 151 private funds.
100.0% of assets ($72.33B across 194 accounts) are managed with discretion. 45% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks17%
- Bonds1%
- Cash16%
- Other66%
- Term loans66%
Custodians
H.I.G. Capital’s client accounts are held mainly at J.P. Morgan, with 1% of managed assets, and Bank of New York Mellon, with 0%. H.I.G. Capital has custody of $72.33B for 194 clients.
- J.P. MorganJpmorgan Chase Bank, N.A. · New York, NY · $491.2M1%
- OtherBank of New York Mellon, All other custodians99%
Ownership and leadership
H.I.G. Capital Partners, LP owns 50% to 75% of H.I.G. Capital, and Brian Schwartz is its CEO.
- Owns 50% to 75% of H.I.G. Capital, LLC
H.I.G. Capital Partners, LP
Control person · since May 2018
H.I.G.-GP Global, LLC
General partner, h.i.g. capital partners, lp · Control person · since September 2014
- Owns 5% to 10% of H.I.G. Capital, LLC
H.I.G. Capital Advisor Holdings, L.L.C.
since August 2016
- Owns 75% or more of H.I.G. Capital Advisor Holdings, L.L.C.
Dyal Capital Partners Hotshot Aggregator Ah I LP
Control person · since August 2016
Blue Owl GP Stakes GP Holdings LLC
General partner, dyal capital partners hotshot aggregator ah i lp · Control person · since June 2024
- Owns 5% to 10% of H.I.G. Capital, LLC
H.I.G. Capital Advisor Holdings II, L.L.C.
since August 2016
- Owns 75% or more of H.I.G. Capital Advisor Holdings II, L.L.C.
Dyal Capital Partners Hotshot Aggregator Ah II LP
Control person · since August 2016
- Owns 5% to 10% of H.I.G. Capital, LLC
H.I.G. Capital Advisor Holdings 2018, L.L.C.
since May 2018
- Owns 75% or more of H.I.G. Capital Advisor Holdings 2018, L.L.C.
Dyal Capital Partners IV Hotshot Aggregator (a) LP
Control person · since May 2018
- Owns 5% to 10% of H.I.G. Capital, LLC
H.I.G. Capital Advisor Holdings 2018 II, L.L.C.
since May 2018
- Owns 5% to 10% of H.I.G. Capital, LLC
H.I.G. Capital Advisor Holdings 2025, L.L.C.
since May 2025
- Owns 75% or more of H.I.G. Capital Advisor Holdings 2025, L.L.C.
Blue Owl GP Stakes VI Hotshot Aggregator (a) LP
Control person · since May 2025
- Owns 5% to 10% of H.I.G. Capital, LLC
H.I.G. Capital Advisor Holdings 2025 II, L.L.C.
since May 2025
Leadership
- Brian SchwartzChief Executive Officer
- Doug BermanCo-President
- Rick RosenCo-President
- Chad BureshChief Financial Officer
- Jay MaherGlobal Chief Operating Officer
- Richard SiegelGeneral Counsel and Chief Compliance Officer
- Sami MnaymnehCo-Founder and Co-Executive Chairman
- Anthony TamerCo-Founder and Co-Executive Chairman
Staff
- 1,039 employees
- 533 in advisory functions
Fees
H.I.G. Capital is paid through a percentage of assets under management and performance-based fees.
H.I.G. Capital’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, H.I.G. Capital has 19 offices, with 9 listed addresses across 7 states.
California · 2 listed addresses
- 11111 Santa Monica BLVD, Los Angeles
- One Sansome Street, San Francisco
Florida · 2 listed addresses
- 1450 Brickell Avenue, 31st Floor, MiamiHQ
- 2811 Ponce De Leon Boulevard, Coral Gables
Connecticut · 1 listed address
- Metro Center - One Station Place, Stamford
Georgia · 1 listed address
- 1380 West Paces Ferry Road, Atlanta
Illinois · 1 listed address
- 155 N Wacker, Chicago
Massachusetts · 1 listed address
- 800 Boylston Street, Boston
New York · 1 listed address
- 1271 Avenue of the Americas, New York
Other business names
H.I.G. Capital has reported 2 other business names to the SEC.
- H.I.G. Ima Advisors, LLC (relying Advisor)
- Whitehorse Capital Management, LLC (relying Advisor)
Registration details
- Legal name
- H.I.G. Capital, LLC
- Headquarters
- 1450 Brickell Avenue, 31st Floor, Miami, FL 33131
- Phone
- 305-379-2322
- Website
- Not reported
- SEC file
- 801-74338
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does H.I.G. Capital have?
H.I.G. Capital has 191 clients and manages $72.3 billion for them, as of March 2026. They include 185 pooled investment vehicles and 6 insurance companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does H.I.G. Capital offer?
H.I.G. Capital provides portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does H.I.G. Capital use?
H.I.G. Capital’s separately managed account assets are held at Jpmorgan Chase Bank, N.A. (New York, NY), with $491,156,463 and Bank of New York Mellon (New York, NY), with $75,996,766. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does H.I.G. Capital have?
H.I.G. Capital has 0 investment adviser representatives registered with state securities authorities, out of 1,039 employees, and 533 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does H.I.G. Capital invest in?
At the end of its last fiscal year, H.I.G. Capital’s separately managed accounts held 66% term loans, 17% non-exchange-traded equities, 16% cash and equivalents and 1% high-yield corporate bonds. It advises 151 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns H.I.G. Capital?
H.I.G. Capital is owned through holding companies by Dyal Capital Partners Hotshot Aggregator Ah II LP, Dyal Capital Partners IV Hotshot Aggregator (a) LP and Blue Owl GP Stakes VI Hotshot Aggregator (a) LP. Its direct owners are H.I.G. Capital Partners, LP (50% to 75%), H.I.G. Capital Advisor Holdings, L.L.C. (5% to 10%), H.I.G. Capital Advisor Holdings II, L.L.C. (5% to 10%), H.I.G. Capital Advisor Holdings 2018, L.L.C. (5% to 10%), H.I.G. Capital Advisor Holdings 2018 II, L.L.C. (5% to 10%), H.I.G. Capital Advisor Holdings 2025, L.L.C. (5% to 10%) and H.I.G. Capital Advisor Holdings 2025 II, L.L.C. (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does H.I.G. Capital get paid?
H.I.G. Capital is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file