Investment adviser · CRD 285982

HC2 CAPITAL, LLC

Investment adviser filing (IA)

DALLAS, TX, United States · Form ADV filed Mar 30, 2026

Regulatory AUM
$252M
Form ADV · Item 5.F
Client accounts
52
Accounts, not individual clients
Employees
7
Reported in this filing
Advisory professionals
4
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles52$251,622,842100.0%
Filing source

Form ADV 2079809 · Mar 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

50+ Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

Browse the first 49 funds across 7 pages.

HC2 ROYALTON SENIOR LOAN, LPPrivate Equity Fund · Last reported Mar 30, 2026$31MGross asset value

Form D fundraising filings

HC2 Royalton Senior Loan, LP

Fund administrator CLIFTON LARSON ALLEN DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WHITLEY PENN LLP FORT WORTH, Texas, United States
Custodian AMEGY BANK DALLAS, Texas, United States Related to adviser: No
Marketer BEIJING ZHONGTOU YOUSHENG BUSINESS MANAGEMENT CONSULTING CO., LTD CHAOYANG DISTRICT, China Related to adviser: No
Marketer JIANGSU GOLDEN SUNSHINE OVERSEAS AFFAIRS SERVICE CENTER CO., LTD, NANJING, China Related to adviser: No
Marketer JINAN FANMEI CONSULTANCY CO., LTD. JINAN CITY, China Related to adviser: No
Marketer JPJ NANJING KOWLOON BAY, Hong Kong Related to adviser: No
Marketer JPJ SHANGHAI MONGKOK, Hong Kong Related to adviser: No
Marketer LANDOLT SECURITIES, INC. LAKE BLUFF, Illinois, United States Related to adviser: No
Marketer METROPOLITAN INTERNATIONAL MIGRATION BUSINESS CO., LTD. TAIPEI CITY, Taiwan, Republic of China Related to adviser: No
Marketer PKF CHINA CONSULTING CO., LIMITED FUTIAN DISTRICT, China Related to adviser: No
Marketer WONDERFUL (HK) INTERNATIONAL CONSULTATION LIMITED SHENZHEN CITY, China Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

WHITLEY PENN LLP
PCAOB 726

LANDOLT SECURITIES, INC.
CRD 28352

Fund details & source
Fund ID
805-3086224443
Reported beneficial owners
35
Minimum commitment
$800K
Form D file number
021-519069

Form ADV 2079809 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CLEMSON STUDENT HOUSING B, LPPrivate Equity Fund · Last reported Mar 30, 2026$23.6MGross asset value

Form D fundraising filings

Clemson Student Housing B, LP

Fund administrator CLIFTON LARSON ALLEN DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WHITLEY PENN LLP FORT WORTH, Texas, United States
Custodian AMEGY BANK DALLAS, Texas, United States Related to adviser: No
Marketer GREENWAY INVESTMENT CONSULTING LTD. SHANGHAI, China Related to adviser: No
Marketer JIANGSU GOLDEN SUNSHINE OVERSEAS AFFAIRS SERVICE CENTER CO., LTD, NANJING, China Related to adviser: No
Marketer JINAN FANMEI CONSULTANCY CO., LTD. JINAN CITY, China Related to adviser: No
Marketer JPJ INTERNATIONAL LIMITED MONGKOK KL, Hong Kong Related to adviser: No
Marketer LANDOLT SECURITIES, INC. ANTIOCH, Illinois, United States Related to adviser: No
Marketer PKF CHINA CONSULTING CO., LIMITED SHENZHEN, China Related to adviser: No
Marketer SUZHOU XINJIAYE OVERSEAS SERVICE CO., LTD SUZHOU CITY, China Related to adviser: No
Marketer WONDERFUL (HK) INTERNATIONAL CONSULTATION LIMITED SHENZHEN, China Related to adviser: No
Marketer ZHEJAING FOREGIN SERVICE CORP. OVERSEAS SERVICE CENTER ZHEJAING, China Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

WHITLEY PENN LLP
PCAOB 726

LANDOLT SECURITIES, INC.
CRD 28352

Fund details & source
Fund ID
805-2367247650
Reported beneficial owners
73
Minimum commitment
$200K
Form D file number
021-397959

Form ADV 2079809 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

LH USCRE III B, LPPrivate Equity Fund · Last reported Mar 30, 2026$15.8MGross asset value

Form D fundraising filings

LH USCRE III B, LP

Fund administrator CLIFTON LARSON ALLEN DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WHITLEY PENN LLP FORT WORTH, Texas, United States
Custodian AMEGY BANK DALLAS, Texas, United States Related to adviser: No
Marketer GREENWAY INVESTMENT CONSULTING LTD. SHANGHAI, China Related to adviser: No
Marketer JIANGSU GOLDEN SUNSHINE OVERSEAS AFFAIRS SERVICE CENTER CO., LTD, NANJING, China Related to adviser: No
Marketer JINAN FANMEI CONSULTANCY CO., LTD. JINAN CITY, China Related to adviser: No
Marketer JPJ INTERNATIONAL LIMITED MONGKOK KL, Hong Kong Related to adviser: No
Marketer LANDOLT SECURITIES, INC. ANTIOCH, Illinois, United States Related to adviser: No
Marketer PKF CHINA CONSULTING CO., LIMITED SHENZHEN, China Related to adviser: No
Marketer SUZHOU XINJIAYE OVERSEAS SERVICE CO., LTD SUZHOU CITY, China Related to adviser: No
Marketer WONDERFUL (HK) INTERNATIONAL CONSULTATION LIMITED SHENZHEN, China Related to adviser: No
Marketer ZHEJAING FOREGIN SERVICE CORP. OVERSEAS SERVICE CENTER ZHEJAING, China Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

WHITLEY PENN LLP
PCAOB 726

LANDOLT SECURITIES, INC.
CRD 28352

Fund details & source
Fund ID
805-4630488158
Reported beneficial owners
61
Minimum commitment
$200K
Form D file number
021-477903

Form ADV 2079809 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

HC2 APP STATE LOAN LPPrivate Equity Fund · Last reported Mar 30, 2026$15.4MGross asset value
Fund administrator CLIFTON LARSON ALLEN DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WHITLEY PENN LLP FORT WORTH, Texas, United States
Custodian AMEGY BANK DALLAS, Texas, United States Related to adviser: No
Marketer BEIJING NOAH NEW HONG INVESTMENT CONSULTING CO., LTD CHAOYANG DISTRICT, BEIJING, China Related to adviser: No
Marketer CY INVESTMENT CY INVESTMENT (SG) PTE. LTD HI-TECH ZONE CHENGDU, China Related to adviser: No
Marketer DOUBLE PROFIT DEVELOPMENT LIMITED TONG KOWLOON, Hong Kong Related to adviser: No
Marketer GREENWAY LEGEND CAPITAL (HONG KONG) CO., LIMITED KOWLOON, Hong Kong Related to adviser: No
Marketer HANG ZHOU MYWAY EXIT & ENTRY SERVICE CO. LTD HANGZHOU, China Related to adviser: No
Marketer JIANGSU GOLDEN SUNSHINE OVERSEAS AFFAIRS SERVICE CENTER CO., LTD, NANJING, China Related to adviser: No
Marketer JINAN FANMEI CONSULTANCY CO., LTD. JINAN CITY, China Related to adviser: No
Marketer JPJ NANJING KOWLOON BAY, Hong Kong Related to adviser: No
Marketer JPJ SHANGHAI MONKOK, Hong Kong Related to adviser: No
Marketer LANDOLT SECURITIES, INC. LAKE BLUFF, Illinois, United States Related to adviser: No
Marketer METROPOLITAN INTERNATIONAL MIGRATION BUSINESS CO., LTD. TAIPEI CITY, Taiwan, Republic of China Related to adviser: No
Marketer MZ INTERNATIONAL CONSULTING LIMITED KWUN TONG KL, Hong Kong Related to adviser: No
Marketer PKF CHINA CONSULTING CO., LIMITED FUTIAN DISTRICT, China Related to adviser: No
Marketer SHANGHAI NEWPORT BEACH BUSINESS CONSULTING CO., LTD NINGBO, ZHEJIANG, China Related to adviser: No
Marketer SHENZHEN ARKWORLD INVESTMENT CONSULTING SERVICES CO.,LTD. SHENZHEN CITY, China Related to adviser: No
Marketer SHENZHEN INDOLLY BUSINESS SERVICES CO., LTD SHANGHAI, China Related to adviser: No
Marketer WECAN (SHANGHAI) PRIVATE EXIT AND ENTRY SERVICE, LTD. HUANGPU DISTRICT SHANGHAI, China Related to adviser: No
Marketer WONDERFUL (HK) INTERNATIONAL CONSULTATION LIMITED SHENZHEN CITY, China Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

WHITLEY PENN LLP
PCAOB 726

LANDOLT SECURITIES, INC.
CRD 28352 · SEC 801-135200

Fund details & source
Fund ID
805-7289179315
Reported beneficial owners
22
Minimum commitment
$800K
Form D file number
021-557840

Form ADV 2079809 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

USC EXPO STUDENT HOUSING MEZZ, LPPrivate Equity Fund · Last reported Mar 30, 2026$14.6MGross asset value

Form D fundraising filings

USC Expo Student Housing Mezz, LP

Fund administrator CLIFTON LARSON ALLEN DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WHITLEY PENN LLP FORT WORTH, Texas, United States
Custodian AMEGY BANK DALLAS, Texas, United States Related to adviser: No
Marketer JIANGSU GOLDEN SUNSHINE OVERSEAS AFFAIRS SERVICE CENTER CO., LTD, NANJING, China Related to adviser: No
Marketer JINAN FANMEI CONSULTANCY CO., LTD. JINAN CITY, China Related to adviser: No
Marketer JPJ INTERNATIONAL LIMITED MONGKOK KL, Hong Kong Related to adviser: No
Marketer SHANGHAI NEWPORT BEACH BUSINESS CONSULTING CO. LTD. NINGBO DISTRICT, China Related to adviser: No
Marketer ZHEJAING FOREGIN SERVICE CORP. OVERSEAS SERVICE CENTER ZHEJAING, China Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

WHITLEY PENN LLP
PCAOB 726

Fund details & source
Fund ID
805-7270962394
Reported beneficial owners
18
Minimum commitment
$800K
Form D file number
021-507142

Form ADV 2079809 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

LIGHTHOUSE FUND 4, LPPrivate Equity Fund · Last reported Mar 30, 2026$12.5MGross asset value

Form D fundraising filings

LIGHTHOUSE FUND 4, LP

Fund administrator CLIFTON LARSON ALLEN DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WHITLEY PENN LLP FORT WORTH, Texas, United States
Custodian AMEGY BANK DALLAS, Texas, United States Related to adviser: No
Marketer PAN-AMERICA BUSINESS CONSULTING LIMITED TSIM SHA TSUI, KOWLOON, Hong Kong Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

WHITLEY PENN LLP
PCAOB 726

Fund details & source
Fund ID
805-1996078849
Reported beneficial owners
22
Minimum commitment
$800K
Form D file number
021-562067

Form ADV 2079809 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

RALEIGH STUDENT HOUSING B, LPPrivate Equity Fund · Last reported Mar 30, 2026$11.5MGross asset value

Form D fundraising filings

Raleigh Student Housing B, LP

Fund administrator CLIFTON LARSON ALLEN DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WHITLEY PENN LLP FORT WORTH, Texas, United States
Custodian AMEGY BANK DALLAS, Texas, United States Related to adviser: No
Marketer LANDOLT SECURITIES, INC. OSHKOSH, Wisconsin, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

WHITLEY PENN LLP
PCAOB 726

LANDOLT SECURITIES, INC.
CRD 28352

Fund details & source
Fund ID
805-6226260618
Reported beneficial owners
54
Minimum commitment
$200K
Form D file number
021-369636

Form ADV 2079809 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

8235 DOUGLAS AVENUE, SUITE 818
DALLAS, TX, 75225, United States

CRD 285982

Filing source

Form ADV 2079809 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.