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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Dallas, TX HQ: Dallas, TX

Howard Financial Services, Ltd.

$1.3B Total AUM · Institutional LP profile covering 12 historical fund disclosure records ($170.7M parsed USD across disclosed rows) across disclosed strategy exposure in Real Estate, Multi-Strategy, Fund of Funds (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
12
5 Open Source Trails Below
Sum of Disclosed Rows
$170.7M
Total AUM: $1.3B
Median Disclosed Amount
$12.7M
Range: $6.7M – $31.3M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/12)
1 Gatekeepers · 3 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Howard Financial Services, Ltd.

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 12 total tracked records (+7 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Hfs-Slj Mineral Partners IV, LPAdviser 7.B Vehicle Multi-Strategy 2024
$31.3M
Adviser-managed fund GAV · As of December 2024
Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Hfs-Slj Mineral Partners - IIIAdviser 7.B Vehicle Multi-Strategy 2024
$27.7M
Adviser-managed fund GAV · As of December 2024
Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Hfs Mockingbird LPAdviser 7.B Vehicle Real Estate 2024
$16.5M
Adviser-managed fund GAV · As of December 2024
Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Hfs Bxp III, LPAdviser 7.B Vehicle Fund of Funds 2024
$14.9M
Adviser-managed fund GAV · As of December 2024
Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Hfs-Slj Mineral Partners - IIAdviser 7.B Vehicle Multi-Strategy 2024
$14.4M
Adviser-managed fund GAV · As of December 2024
Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Howard Financial Services, Ltd.

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (3) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Pre-Launch Pilot Mode · Early-Access Waitlist

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You are viewing 5 open public preview records (out of 12 total tracked records for Howard Financial Services, Ltd.) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 12 tracked historical disclosure records (+7 gated rows) & field-level provenance
  • Disclosed fund performance & as-of reporting schedules
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (3) & CRM export

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Strategies Disclosed by Howard Financial Services, Ltd.

Frequently Asked Questions: Howard Financial Services, Ltd.

What type of institutional allocator is Howard Financial Services, Ltd. and what is their typical disclosed ticket size?

Howard Financial Services, Ltd. is categorized under Family Office / MFO (Regional Roadshow Hub: Dallas, TX; Headquarters: Dallas, TX). Across 12 historical disclosure records tracked on Prilago ($170.7M total parsed USD across disclosed rows), the median disclosed amount is $12.7M (range: $6.7M to $31.3M).

Which private-market strategies appear in Howard Financial Services, Ltd.'s public disclosures?

Howard Financial Services, Ltd. has disclosed records across Real Estate, Multi-Strategy, Fund of Funds. Open preview records include Hfs-Slj Mineral Partners IV, LP (2024 Vintage), Hfs-Slj Mineral Partners - III (2024 Vintage), Hfs Mockingbird LP (2024 Vintage), Hfs Bxp III, LP (2024 Vintage).

How are Howard Financial Services, Ltd.'s historical records substantiated and separated from active searches on Prilago?

Records for Howard Financial Services, Ltd. cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Howard Financial Services, Ltd.'s full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/howard-financial-services-ltd or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

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