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H.I.G. WHITEHORSE ADVISERS, LLC

MIAMI, FL · CRD 164905 · IAPD ↗ · whitehorse.com · 305-379-2322

$615.1MRegulatory AUM
69Advisory reps
82Employees
0Clients
n/aPlanning clients
0Private funds
5States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

35
April 2024 — H.I.G. WHITEHORSE ADVISERS, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
43
April 2024 — H.I.G. WHITEHORSE ADVISERS, LLC added office(s): 3 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
April 2024 — H.I.G. WHITEHORSE ADVISERS, LLC grew from 59 to 65 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.