H.I.G. Capital, Llc
- Regulatory AUM
- $72.3B
- Discretionary
- $72.3B
- Clients
- 191
- Avg AUM / client
- $379M
- Accounts
- 194
- Employees
- 1,039
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 185 | $71.8B | 99.2% |
| Pension and profit sharing plans | Fewer than 5 clients | $491M | 0.68% |
| Insurance companies | 6 | $76.0M | 0.11% |
Private funds (124)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $55.6B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| H.I.G. Middle Market Lbo Fund Iv, L.P. | Private Equity Fund | Delaware | $6.3B | 388 |
| H.I.G. Advantage Buyout Fund, L.P. | Private Equity Fund | Delaware | $4.3B | 233 |
| H.I.G. Middle Market Lbo Fund Iii, L.P. | Private Equity Fund | Delaware | $4.1B | 240 |
| H.I.G. Europe Middle Market Lbo Fund, L.P. master | Private Equity Fund | Cayman Islands | $2.9B | 41 |
| H.I.G. Europe Capital Partners Iii, L.P. master | Private Equity Fund | Canada | $2.1B | 37 |
| H.I.G. Bayside Loan Opportunity Fund Vi, L.P. master | Private Equity Fund | Delaware | $2.1B | 113 |
| H.I.G. Bayside Loan Opportunity Fund V (Europe Us$), L.P. master | Private Equity Fund | Cayman Islands | $1.9B | 24 |
| H.I.G. Capital Partners Vi, L.P. | Private Equity Fund | Delaware | $1.8B | 135 |
| H.I.G. Advantage Buyout Fund Ii, L.P. | Private Equity Fund | Delaware | $1.6B | 93 |
| H.I.G. Middle Market Lbo Fund Ii, L.P. | Private Equity Fund | Delaware | $1.5B | 134 |
| H.I.G. Whitehorse Principal Lending Offshore Fund, L.P. master | Private Equity Fund | Delaware | $1.5B | 2 |
| H.I.G. Growth Buyouts & Equity Fund Iii, L.P. | Private Equity Fund | Delaware | $1.3B | 92 |
| H.I.G. Whitehorse Principal Lending Fund, L.P. | Private Equity Fund | Delaware | $1.1B | 45 |
| H.I.G. Europe Capital Partners Ii, L.P. | Private Equity Fund | Cayman Islands | $999M | 116 |
| H.I.G. Bayside Loan Opportunity Fund Iv, L.P. master | Private Equity Fund | Delaware | $845M | 50 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Building Trades United Pension Trust Fund Milwaukee And Vicinity Building Trades United Pension Trust Fund | 2024 | |
| Boilermaker Blacksmith National Pension Trust Board Of Trustees Boilermaker Blacksmith National | 2024 | |
| Minnesota & North Dakota Bricklayers And Allied Craftworkers Pension Fund Trustees Of Minnesota & North Dakota Bricklayers & Allied Craftworkers | 2024 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mnaymneh, Sami | Co Executive Chairman And Ceo | Jul 1998 (28y) | Less than 5% | |
| Tamer, Anthony | Co Executive Chairman | Jul 1998 (28y) | Less than 5% | |
| Siegel, Richard | General Counsel And Chief Compliance Officer | Jul 2005 (21y) | Less than 5% | |
| Brophy, Ruth | Senior Advisor | Jun 2018 (8y) | Less than 5% | |
| Rosen, Rick | Co President | Dec 2019 (7y) | Less than 5% | |
| Schwartz, Brian, D | Co President | Dec 2019 (7y) | Less than 5% | |
| Buresh, Chad, Joseph | Chief Financial Officer | Apr 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| H.I.G. Capital Partners, Lp | Member | May 2018 | A | 50% – 75% |
| H.I.G. Capital Advisor Holdings, L.L.C. | Member | Aug 2016 | A | 5% – 10% |
| H.I.G. Capital Advisor Holdings Ii, L.L.C. | Member | Aug 2016 | A | 5% – 10% |
| H.I.G. Capital Advisor Holdings 2018, L.L.C. | Member | May 2018 | A | 5% – 10% |
| H.I.G. Capital Advisor Holdings 2018 Ii, L.L.C. | Member | May 2018 | A | 5% – 10% |
| H.I.G. Gp Global, Llc | Manager | Sep 2014 | A | Less than 5% |
| Dyal Capital Partners Hotshot Aggregator Ah I Lp | Member, H.I.G. Capital Advisor Holdings, L.L.C. | Aug 2016 | B | ≈ 3.75% – 10% via H.I.G. Capital Advisor Holdings, L.L.C. |
| Dyal Capital Partners Hotshot Aggregator Ah Ii Lp | Member, H.I.G. Capital Advisor Holdings Ii, L.L.C. | Aug 2016 | B | ≈ 3.75% – 10% via H.I.G. Capital Advisor Holdings Ii, L.L.C. |
| Dyal Capital Partners Iv Hotshot Aggregator (A) Lp | Member, H.I.G. Capital Advisor Holdings 2018, L.L.C. | May 2018 | B | ≈ 3.75% – 10% via H.I.G. Capital Advisor Holdings 2018, L.L.C. |
| H.I.G. Gp Global, Llc | General Partner, H.I.G. Capital Partners, Lp | Sep 2014 | B | GP / trustee / elected manager of H.I.G. Capital Partners, Lp (indirect) |
| Nb Dyal Gp Holdings Llc | General Partner, Dyal Capital Partners Hotshot Aggregator Ah I Lp | Aug 2016 | B | GP / trustee / elected manager of Dyal Capital Partners Hotshot Aggregator Ah I Lp (indirect) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Dyal Capital Partners Hotshot Aggregator Ah I Lp: 75% – 100% of H.I.G. Capital Advisor Holdings, L.L.C. × 5% – 10% direct ≈ 3.75% – 10% of the firm
- Dyal Capital Partners Hotshot Aggregator Ah Ii Lp: 75% – 100% of H.I.G. Capital Advisor Holdings Ii, L.L.C. × 5% – 10% direct ≈ 3.75% – 10% of the firm
- Dyal Capital Partners Iv Hotshot Aggregator (A) Lp: 75% – 100% of H.I.G. Capital Advisor Holdings 2018, L.L.C. × 5% – 10% direct ≈ 3.75% – 10% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (124, $55.6B gross assets)
Top 25 of 124 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Building Trades United Pension Trust Fund Milwaukee And Vicinity | Building Trades United Pension Trust Fund | 9,922 | $3.5B | 06/01/2024 |
| Boilermaker Blacksmith National Pension Trust | Board Of Trustees Boilermaker Blacksmith National | 27,660 | $7.5B | 01/01/2024 |
| Minnesota & North Dakota Bricklayers And Allied Craftworkers Pension Fund | Trustees Of Minnesota & North Dakota Bricklayers & Allied Craftworkers | 1,310 | $481M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 33.3 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- J.P. Morgan $491M (1% of AUM) Mar 2026
- BNY Mellon $76.0M (0% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗