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 institutional-registered investment adviser organized as an LLC and SEC-registered since 2012. The firm provides portfolio management services specifically for investment companies and serves an institutional client base. Its compensation combines a percentage-of-AUM fee with performance-based fees. The firm is not positioned as a capital allocator and is not an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • Stuart Aronson

    Stuart Aronson

    CEOCRD 2252844

  • Gerald Maher

    Global Chief Operating OfficerCRD 2894126

  • Richard Siegel

    Richard Siegel

    General Counsel & Chief Compliance OfficerCRD 6027607

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Contacts

1 of 1
  • John Bolduc

    John Bolduc

    Executive Manager DirectorCRD 6179195

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth