H.I.G. Whitehorse Advisers, Llc
- Regulatory AUM
- $615M
- Discretionary
- $615M
- Clients
- 1
- Avg AUM / client
- $615M
- Accounts
- 1
- Employees
- 82
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Business development companies | 1 | $615M | 100.0% |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bolduc, John, Paul | Chairman | May 2012 (14y) | Less than 5% | |
| Siegel, Richard | Chief Compliance Officer | May 2012 (14y) | Less than 5% | |
| Aronson, Stuart, Daniel | Chief Executive Officer | May 2016 (10y) | Less than 5% | |
| Brophy, Ruth | Senior Advisor | Jun 2018 (8y) | 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, Llc | Sole Member, H.I.G. Whitehorse Advisers, Llc | Sep 2014 | A | 75% or more |
| H.I.G. Capital Partners, Lp | Member, H.I.G. Capital, Llc | May 2018 | B | ≈ 37.5% – 75% via H.I.G. Capital, Llc |
| H.I.G. Gp Global, Llc | Manager, H.I.G. Capital, Llc | Sep 2014 | B | GP / trustee / elected manager of H.I.G. Capital, Llc (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- H.I.G. Capital Partners, Lp: 50% – 75% of H.I.G. Capital, Llc × 75% – 100% direct ≈ 37.5% – 75% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 4.05 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 investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
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) ↗