Private fund adviser · Miami, FL
HQ Capital Private Equity LLC
SEC-registered investment adviser · CRD 134231 · SEC 801-64151
At a glance
HQ Capital Private Equity LLC is an SEC-registered investment adviser based in Miami, Florida, with $5.4 billion in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 928th of 4,686 private fund advisers and 1,992nd of 17,210 SEC-registered advisers by assets.
Main office 786-944-0500hqcapital.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $5.4B
- Rank among private fund advisers
- #928 of 4,686
- Rank among all SEC RIAs
- #1,992 of 17,210
- Rank in Florida
- #79 of 1,090
- Clients
- 50
- Accounts
- 50
- Discretionary
- 13% of AUM
- Employees
- 78
- Advisory staff
- 18
- Offices
- 5
Owners and executives on its Form ADV
- Stephen B. WessonManaging Director, Global Head of Private Equity
- Marc R. LohserManaging Director, Head of U.S. Investments, Global Head of Co-Investments
- Benjamin G. WilsonManaging Director, Global Head of Secondaries
- Roland E. Du LuartChief Executive Officer of HQ Capital Private Equity LLC
- Milos MilosavljevicChief Compliance Officer, Head of Legal and Transaction Services
Custody and brokerage
Custodian
HQ Capital Private Equity LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 39 | $3.3B | 60% |
| Pension and profit sharing plans | 2 | $1.2B | 23% |
| Other | 5 | $451M | 8% |
| Insurance companies | 2 | $274M | 5% |
| Corporations or other businesses | 2 | $184M | 3% |
Private funds
HQ Capital Private Equity LLC reports 19 private funds with $467M in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
HQ Capital Private Equity LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗hqcapital.com ↗
AtlasMembers
The full record on HQ Capital Private Equity LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,323 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does HQ Capital Private Equity LLC manage?
HQ Capital Private Equity LLC reports $5.4 billion in regulatory assets under management across 50 accounts, 13% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is HQ Capital Private Equity LLC?
HQ Capital Private Equity LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are HQ Capital Private Equity LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($3.3 billion, 39 clients); pension and profit sharing plans ($1.2 billion, 2 clients); other ($451 million, 5 clients).
Does HQ Capital Private Equity LLC manage private funds?
Yes. It reports 19 private funds with $467 million in gross assets, including private equity funds.
Does HQ Capital Private Equity LLC have any disciplinary history?
HQ Capital Private Equity LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is HQ Capital Private Equity LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →