AUMdb

Henley Usa, Llc

SEC-registered Investment Adviser CRD 298789 · SEC file 802-126468 · Florida, FL · investors.henleyus.com
☆ Save with Pro ADV data as of Mar 27, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees

AUM over time

$50.2M $515M
Jan 4, 2019 Mar 31, 2022

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026

Private funds (4)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $38.1M combined gross assets

FundTypeDomicileGross assetsOwners
Husa Lh Jj H, Lp Real Estate Fund Delaware $16.9M 22
Hna Hew 2 Jv, Lp Real Estate Fund Delaware $11.6M 26
Hcw Fl 3 Pack Lp Real Estate Fund Delaware $6.2M 21
Husa Xw Nc H, Lp Real Estate Fund Delaware $3.4M 73

People (2)

NameRole / titleCredentialsWith firm sinceOwnership
Solomon, Garrett, J Chief Compliance Officer, President Mar 2016 (10y) ≈ 18.75% – 50% via Gjs Husa, Llc
Rickwood, Ian Shareholder Jun 2016 (10y) ≈ 18.75% – 56.25% via Henley Investment Management Limited

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Henley Investment Management Inc. Member Jun 2016 A 50% – 75%
Gjs Husa, Llc Managing Member May 2016 A 25% – 50%
Henley Investment Management Limited Sole Owner Jun 2016 B ≈ 37.5% – 75% via Henley Investment Management Inc.

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Solomon, Garrett, J: 75% – 100% of Gjs Husa, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
  • Rickwood, Ian: 50% – 75% of Henley Investment Management Limited × 75% – 100% of Henley Investment Management Inc. × 50% – 75% direct ≈ 18.75% – 56.25% of the firm
  • Henley Investment Management Limited: 75% – 100% of Henley Investment Management Inc. × 50% – 75% 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.

Private funds (4, $38.1M gross assets)

FundTypeGross assetsMin. investmentOwners
Husa Lh Jj H, Lp Real Estate Fund $16.9M $100K 22
Hna Hew 2 Jv, Lp Real Estate Fund $11.6M $100K 26
Hcw Fl 3 Pack Lp Real Estate Fund $6.2M $100K 21
Husa Xw Nc H, Lp Real Estate Fund $3.4M $20.0K 73

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/27/2026 1.76 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

Not reported.

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 27, 2026.

View current Form ADV (SEC/IAPD) ↗