H.I.G. WHITEHORSE ADVISERS, LLC

Latest filing: Mar 31, 2025 (61 days ago)
View on IAPD
Adviser Website

AUM

$676,820,626
-7% change vs. 1 year ago
-20% change vs. 3 years ago
7% change vs. 5 years ago
59% change vs. 10 years ago

Employee Count

82
1% change vs. 1 year ago
22% change vs. 3 years ago
61% change vs. 5 years ago
183% change vs. 10 years ago

Main Office

MIAMI, FL
1450 BRICKELL AVENUE, MIAMI, FL, UNITED STATES, 33131

Client AUM

Discretion AUM
Discretionary $0.7
Non-Discretionary $0.0
Total $0.7
Client AUM
Retail $0.0
Pooled $0.7
Institutional $0.0
Total $0.7
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 0 $0.0
Average HNW AUM $0
Retail Total 0 $0.0
Average Retail AUM $0

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.0
Retail SMA AUM $0.0
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 0% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 0% $0.0

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
H.I.G. CAPITAL, LLC $63.6 160711
H.I.G. BAYSIDE LOAN ADVISORS VII (EUROPE-EURO), S.À R.L. $0.0 -
H.I.G. WHITEHORSE LOAN ADVISORS - 2020, L.P. $0.0 -
H.I.G. WHITEHORSE LOAN ADVISORS, LLC $0.0 -
H.I.G. EUROPE REALTY ADVISORS II (US$), L.P. $0.0 -
H.I.G. HALCYON SMA ADVISORS, LLC $0.0 -
H.I.G. REALTY ADVISORS III, LLC $0.0 -
H.I.G. REALTY ADVISORS IV, LLC $0.0 -
H.I.G. MIDDLE MARKET ADVISORS III, LLC $0.0 -
H.I.G. EUROPE MIDDLE MARKET ADVISORS, L.P. $0.0 -
H.I.G. WHITEHORSE DIRECT LENDING ADVISORS - 2020, L.P. $0.0 -
H.I.G. BAYSIDE LOAN ADVISORS V (EUROPE-EURO), L.P. $0.0 -
H.I.G. EUROPE ADVISORS II, L.P. $0.0 -
H.I.G. EUROPE REALTY ADVISORS III (US$), L.P. $0.0 -
H.I.G. WHITEHORSE PRINCIPAL LOAN ADVISORS, L.P. $0.0 -
H.I.G. BAYSIDE ADVISORS II, L.L.C. $0.0 -
H.I.G.-GPII, INC. $0.0 -
H.I.G. BAYSIDE LOAN ADVISORS III (EUROPE-US$), L.P. $0.0 -
H.I.G. ADVISORS, L.L.C. $0.0 -
H.I.G. WHITEHORSE MIDDLE MARKET LENDING ADVISORS, L.P. $0.0 -
H.I.G. WHITEHORSE MIDDLE MARKET UNLEVERED LOAN ADVISORS, L.P. $0.0 -
H.I.G. WHITEHORSE MIDDLE MARKET LEVERED LOAN ADVISORS, L.P. $0.0 -
H.I.G. BAYSIDE LOAN ADVISORS VII (EUROPE-US$), L.P. $0.0 -
H.I.G. EUROPE REALTY ADVISORS III, S.A.R.L. $0.0 -
H.I.G. MIDDLE MARKET ADVISORS IV, LLC $0.0 -
H.I.G. ADVANTAGE ADVISORS II, LLC $0.0 -
H.I.G. ADVISORS IV, L.L.C. $0.0 -
H.I.G. STRATEGIC PARTNERS OFFSHORE GP, L.P. $0.0 -
H.I.G. PARTNERS II, L.P. $0.0 -
H.I.G. BAYSIDE LOAN ADVISORS IV, LLC $0.0 -
H.I.G. WHITEHORSE SMA ADVISORS, LLC $0.0 -
H.I.G. WHITEHORSE DIRECT LENDING ADVISORS, LLC $0.0 -
H.I.G. GROWTH ADVISORS II, LLC $0.0 -
H.I.G. STRATEGIC PARTNERS GP, LLC $0.0 -
H.I.G. ADVISORS VI, L.L.C. $0.0 -
H.I.G. VENTURE ADVISORS II, L.L.C. $0.0 -
BAYSIDE OPPORTUNITY ADVISORS, L.L.C. $0.0 -
H.I.G. MIDDLE MARKET ADVISORS II, LLC $0.0 -
H.I.G. BRAZIL & LATIN AMERICA ADVISORS, L.P. $0.0 -
H.I.G. EUROPE ADVISORS III, L.P. $0.0 -
H.I.G. BIOHEALTH ADVISORS III, LLC $0.0 -
H.I.G. CAPITAL - VIRTUS SMA ADVISORS, LLC $0.0 -
WH QCM ADVISORS SCSP $0.0 -
H.I.G. WHITEHORSE ALPHA ADVIORS, L.P. $0.0 -
H.I.G. BAYSIDE LOAN ADVISORS, LLC $0.0 -
H.I.G. EUROPE REALTY ADVISORS II, L.P. $0.0 -
H.I.G. BAYSIDE LOAN ADVISORS V (EUROPE-US$), L.P. $0.0 -
H.I.G. GLOBAL CAPITAL PARTNERS GP, LTD. $0.0 -
H.I.G. IMA ADVISORS, LLC $0.0 320800
WHITEHORSE CAPITAL MANAGEMENT, LLC $0.0 294565
H.I.G. TECHNOLOGY PARTNERS ADVISORS, L.P. $0.0 -
H.I.G. ADVISORS V, L.L.C. $0.0 -
H.I.G. WHITEHORSE - TRISTAR ADVISORS, LLC $0.0 -
H.I.G. WHITEHORSE EQUITY SIDE-CAR, L.P. $0.0 -
H.I.G. GROWTH ADVISORS III, LLC $0.0 -
H.I.G. CAPITAL - TMRS CAPELLA SMA ADVISORS, LLC $0.0 -
H.I.G. WHITEHORSE TRINITY ADVISORS, LLC $0.0 -
H.I.G. WHITEHORSE PRINCIPAL LENDING ADVISORS, L.P. $0.0 -
H.I.G. ADVANTAGE ADVISORS, LLC $0.0 -
H.I.G. INFRASTRUCTURE ADVISORS, S.A R.L. $0.0 -
H.I.G. EUROPE ADVISORS, L.P. $0.0 -
H.I.G. BAYSIDE LOAN ADVISORS III (EUROPE-EURO), L.P. $0.0 -
H.I.G. BIOVENTURES ADVISORS, LLC $0.0 -
H.I.G. BAYSIDE LOAN ADVISORS VI, LLC $0.0 -
H.I.G. PRIVATE EQUITY CO-INVESTMENT ADVISORS, LLC $0.0 -
H.I.G. EUROPE MIDDLE MARKET ADVISORS-CA, L.P. $0.0 -
H.I.G. INFRASTRUCTURE ADVISORS, L.P. $0.0 -
H.I.G. STRATEGIC PARTNERS II GP, LLC $0.0 -

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

9 active

Name Title
SIEGEL, RICHARD CHIEF COMPLIANCE OFFICER
BOLDUC, JOHN, PAUL CHAIRMAN
BROPHY, RUTH SENIOR ADVISOR
ARONSON, STUART, DANIEL CHIEF EXECUTIVE OFFICER
BURESH, CHAD, JOSEPH CHIEF FINANCIAL OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

No representatives found with matching CRD

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-05-02 $0.7 $0.0 0% 82 0 0%
2025-04-21 $0.7 $0.0 0% 82 0 0%
2024-04-02 $0.7 -$0.1 -7% 81 1 1%
2023-04-04 $0.8 -$0.1 -15% 75 7 9%
2022-04-01 $0.9 -$0.2 -20% 67 15 22%
2021-04-05 $0.7 $0.0 -6% 58 24 41%
2020-04-01 $0.6 $0.0 7% 51 31 61%
2019-04-01 $0.5 $0.2 32% 52 30 58%
2018-04-02 $0.5 $0.2 39% 39 43 110%
2017-04-01 $0.4 $0.2 52% 31 51 165%
2016-04-01 $0.4 $0.2 52% 18 64 356%
2015-04-01 $0.4 $0.2 59% 29 53 183%
2014-04-01 $0.4 $0.3 81% 28 54 193%
2013-04-01 $0.0 $0.0 0% 46 36 78%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
FL, CA-03/29/2024, CT-03/30/2017, FL-08/07/2012, IL-04/17/2013, NY-04/01/2013
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT (RIC)
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV