H.I.G. Capital LLC
advisor27 known aliases resolved via the canonical alias map
Market position · 2024
Plans served15+1 YoYRank #1139 of mapped providers
Assets under administration$37.9B0.0%Market share · rank #406
Fees received$12MMedian $91,418/planSum across Schedule C direct + indirect
Net wins YoY+13 won · 2 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical H.I.G. Capital LLC plan look like?
Service mix · median fees per plan
Count of plans where H.I.G. Capital LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by planCode 28 | 8 | $582,932 | |
Investment advisory (plan); Direct payment from the planCode 27 | 3 | $28,526 | |
Other fees; Valuation (appraisals, etc.); Accounting (including auditing); Participant communicationCode 10 | 1 | $0 | |
Distribution (12b-1) fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Valuation (appraisals, etc.)Code 15 | 1 | $16,326 | |
Valuation (appraisals, etc.); Participant loan processing; Participant communication; Distribution (12b-1) fees; Recordkeeping feesCode 34 | 1 | $8,434 | |
Investment management fees paid directly by planCode 51 | 1 | $111,734 |
Competitor overlap
Percent of H.I.G. Capital LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under H.I.G. Capital LLC.
| Sponsor | From | Assets |
|---|---|---|
BUILDING TRADES UNITED PENSION TRUST FUNDWI · 516049409-001 | Bayside Capital, Inc. | $3.3B |
BD OF TRUSTEES, LABORERS DIST COUNCIL & CONSTRS PENSION FUNDOH · 316129964-001 | ARA Core Property Fund | $2.7B |
GLAZIERS UNION LOCAL NO. 27 PENSION & RETIREMENT PLAN TRUSTEESIL · 366034076-001 | Eagle Asset Management Inc | $183M |
Plans lost in 2024
Appeared last year under H.I.G. Capital LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-001 | GQG Partners | $16.3B |
UNIVERSITY HOSPITALS HEALTH SYSTEMOH · 340714775-333 | Wellington Group Holdings LLP | $891M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SOUTHERN COMPANY SERVICES, INC.GA · 630274273-001 | $15.3B | 58,166 | $3M | 4y | - |
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONALMO · 486168020-001 | $7.5B | 80,280 | $3M | 3y | - |
BUILDING TRADES UNITED PENSION TRUST FUNDWI · 516049409-001 | $3.5B | 28,408 | $2M | 2y | - |
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-001 | $3.4B | 40,022 | $2M | 6y | - |
NORTHWELL HEALTH, INC.NY · 113418133-006 | $2.8B | 42,096 | $91,418 | 2y | - |
BD OF TRUSTEES, LABORERS DIST COUNCIL & CONSTRS PENSION FUNDOH · 316129964-001 | $2.7B | 30,539 | $111,734 | 1y | - |
BOARD OF TRUSTEES - INDIANA LABORERS PENSION FUNDIN · 356027150-001 | $1.8B | 28,807 | $336,530 | 5y | - |
TRUSTEES OF MINNESOTA & NORTH DAKOTA BRICKLAYERS & ALLIED CRAFTWORKERSMN · 516029930-001 | $481M | 3,492 | $374,660 | 2y | - |
GLAZIERS UNION LOCAL NO. 27 PENSION & RETIREMENT PLAN TRUSTEESIL · 366034076-001 | $196M | 998 | $55,786 | 2y | - |
MITCHELL COMPANIES, LLCMS · 640917967-001 | $23M | 413 | $8,434 | 10y | 2 |
Flag exposure
93.3%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (27)
Raw Schedule C names collapsed into H.I.G. Capital LLC.
- COMPENSATIONS SYSTEMS, INC
- CORPORATE BENEFITS CONSULTANTS INC
- CORPORATE BUSINESS SERVICES, INC
- CORPORATE CAPITAL RESOURCES, LLC
- CORPORATE COMMUNICATIONS GROUP
- CORPORATE CONTINUITY GROUP, LLC
- CORPORATE ELECTION SERVICES
- CORPORATE ELECTRIC INC
- CORPORATE FINANCIAL SERVICES
- CORPORATE FINANCIAL SERVICES LLC
- CORPORATE FINANCIAL SERVICES, LLC
- H.I.G CAPITAL LLC
- H.I.G CAPITAL, LLC
- H.I.G. CAPITAL PARTNERS V LP
- H.I.G. CAPITAL, LLC
- HIG ADVANTAGE BUYOUT FUND II
- HIG ADVANTAGE BUYOUT FUND LP
- HIG BAYSIDE LOAN ADVISORS
- HIG CAPITAL
- HIG CAPITAL LLC
- HIG CAPITAL PARTNERS
- HIG CAPITAL PARTNERS IV
- HIG CAPITAL PARTNERS VI, LP
- HIG GROWTH & BUYOUTS EQUITY FD III
- HIG MIDDLE MARKET
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for H.I.G. Capital LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 13.33% | 1.71% | +11.62 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 6.67% | 1.76% | +4.91 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with H.I.G. Capital LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on H.I.G. Capital LLC's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Reinhart Boerner Van Deuren S.C. | 2 | 13.3% |
| Arnold & Kadjan LLP | 1 | 6.7% |
| Barlow Coughran Morales & Josephson | 1 | 6.7% |
| Blake & Uhlig, P.A. | 1 | 6.7% |
| Gath Law Office | 1 | 6.7% |
| Hinshaw & Culbertson LLP | 1 | 6.7% |
| Ledbetter & Parisi LLC | 1 | 6.7% |
| Morgan Lewis & Bockius LLP | 1 | 6.7% |
| Pierce Firm PLLC | 1 | 6.7% |
| THE PREVIANT LAW FIRM S.C. | 1 | 6.7% |