SourcingSourcing

HQ CAPITAL PRIVATE EQUITY LLC

C34
CRD 134231·SEC 801-64151·MIAMI, FL
AUM
$5.40B
$1B+
Est. Revenue
$54.0M
@ 1% on AUM
Est. EBITDA
$16.2M
@ 30% margin
Est. Deal Value
$129.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HQ CAPITAL PRIVATE EQUITY LLC
CRD
134231
SEC file #
801-64151
EIN
874054643
DBA names
—

Economics

AUM
$5.40B
AUM band
$1B+
AUM trajectory
'20'26
$4.84B → $5.40B▲ +12%
Client mix
Pooled Investment Vehicles39
Other5
Pension Profit Sharing Plans2
Insurance Companies2
Corporations2

Operations

Employees (total)
78
Advisory staff (per ADV)
18
Advisory staff (5-yr trend)
'20'26
23 advisors → 18 advisors▼ -22%
Primary office
MIAMI FL
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businessesEducational Seminars Workshops
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/hq-capital(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HQ CAPITAL U.S. LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
HQ CAPITAL U.S. LLC
DU LUART, ROLAND, ELLIOTT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:hqprivate.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
82
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0002019182
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2024-04-22
Edgar Last Filing Date
2024-04-22
Edgar Form D Count
1
Edgar Form D Offerings
2024-04-222024-04-22 · 0002019182-24-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Raymond James92
Jpmorgan16
Morgan Stanley4
E*trade4
Edgar Addresses
Mailing
5, RUE HEIENHAFFSENNINGERBERG, N4, L-1736
Business
5, RUE HEIENHAFFSENNINGERBERG, N4, L-1736
Edgar EIN
874054643
Edgar Recent Filings
D2024-04-22 · 0002019182-24-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (5)

5
ROLAND ELLIOTT DU LUART
Executive Officer · 2.5%
4263236
LOHSER, MARC, RENE
Executive Officer · 2.5%
6462262
Milosavljevic, Milos
Executive Officer · 2.5%
8127198
WESSON, STEPHEN, BRUCE
Executive Officer · 2.5%
2274838
BENJAMIN GRAY WILSON
Executive Officer · 2.5%
4001170