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HQ CAPITAL PRIVATE EQUITY LLC

CRD 134231File 801-64151
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.40B
Top 25% of cohort (national)
Discretionary AUM
$690.4M
Non-discretionary $4.71B
Clients
45
50 accounts
Employees
78
Top 10% of cohort in FL

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
MIRO
Registration date
Apr 12, 2005
Principal office
2601 SOUTH BAYSHORE DRIVE, SUITE 1750, MIAMI, FL, 33133
Phone
786-944-0500

Assets & accounts

ADV Item 5F
Total regulatory AUM
$5.40B
Discretionary AUM
$690.4M
Non-discretionary AUM
$4.71B
Discretionary accounts
28
Non-discretionary accounts
22
Total accounts
50
AUM per client
$119.9M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$184.1M
Insurance companiesFewer than 5$273.7M
Pooled investment vehicles39$3.26B
Pension and profit sharing plansFewer than 5$1.23B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Other
  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Aug 17, 2026Clients5045decreased by5
Apr 1, 2026Employees7678increased by2
Apr 1, 2026Clients5950decreased by9
Apr 1, 2026AUM$8,054,962,728$5,396,680,267decreased by$2,658,282,461
Apr 1, 2026Accounts5950decreased by9
May 1, 2025
vs Oct 1, 2022
Employees8376decreased by7
May 1, 2025
vs Oct 1, 2022
Clients6559decreased by6
May 1, 2025
vs Oct 1, 2022
AUM$7,247,788,164$8,054,962,728increased by$807,174,564
May 1, 2025
vs Oct 1, 2022
Accounts6559decreased by6
Apr 1, 2022Employees9583decreased by12
Apr 1, 2022Clients5965increased by6
Apr 1, 2022AUM$6,181,462,210$7,247,788,164increased by$1,066,325,954
Apr 1, 2022Accounts5965increased by6
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “HQ CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HQ CAPITAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.