H.I.G. Whitehorse Advisers, LLC (Miami)

H.I.G. Whitehorse Advisers, LLC is an investment adviser to a business development company based in Miami. It manages $514.09 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Connecticut, Florida, Illinois, and New York.

H.I.G. Whitehorse Advisers provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

H.I.G. Whitehorse Advisers: assets under management

The assets under management (AUM) of H.I.G. Whitehorse Advisers, LLC is $514.09 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 40% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $514.09 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $514.09 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay H.I.G. Whitehorse Advisers, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients John Paul Bolduc serves?

The only and largest group of clients of John Paul Bolduc is business development companies with 1 clients and $514.09 million of assets under management. Among the 9 most similar advisory firms, H.I.G. Whitehorse Advisers has the highest percentage of business development companies out of all clients.

The amount of regulatory assets under management is $514.09 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

H.I.G. Whitehorse Advisers doesn't advise any private funds.

Careers at H.I.G. Whitehorse Advisers, LLC

The company employs 52 people that are either part- or full-time employees. 79 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

John Paul Bolduc has been acting as President since 1 May 2012. Stuart Daniel Aronson joined the executive team most recently as the Chief Executive Officer.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 14 indirect owners.

Based in Miami

The principal office where H.I.G. Whitehorse Advisers, LLC performs its advisory services is located at 1450 Brickell Avenue, Miami, FL 33131, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 305-379-2322 or by fax 305-381-4180. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at higwhitehorse.com.

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