H.I.G. WHITEHORSE ADVISERS, LLC

RIASEC RegisteredEst. 2012
Total AUM
$615M
Discretionary
$615M
100% of AUM
Avg account
$615M
Accounts
1
Employees
82
Advisory reps
5

Firm details

Headquarters
MIAMI, Florida
CRD number
164905
Registered since
August 7, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Business Development Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

H.I.G. Whitehorse Advisers, LLC is an SEC-registered investment adviser organized as an LLC and active since 2012. The firm’s advisory work centers on acting as portfolio manager for investment companies and on sponsoring and managing pooled investment vehicles. Its client base is institutional, and its compensation is a mix of percentage-of-AUM fees and performance-based fees, which aligns with manager-led fund structures where incentive fees are typical. The firm is not listed as an active ESG investor. Regulatory and affiliation details show H.I.G. Whitehorse Advisers operating in multiple adviser capacities — including roles as an investment adviser, a CPO/CTA, and as sponsor, general partner or managing member of pooled vehicles — indicating the firm’s core activity is managing pooled funds and investment-company structures rather than acting as a broad retail RIA.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • STUART ARONSON

    CEOCRD 2252844

  • GERALD MAHER

    Global Chief Operating OfficerCRD 2894126

  • RICHARD SIEGEL

    General Counsel & Chief Compliance OfficerCRD 6027607

Unlock 1 more executives

Contacts

1 of 1
  • JOHN BOLDUC

    Executive Manager DirectorCRD 6179195

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
1450 Brickell Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth