H.I.G. WhiteHorse SMA (Yosemite), L.P.
Raised
$1.1B
Investors
1
Min Invest
None stated
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AltStreet Analysis
·Generated from EDGAR primary sources
Its Form D of July 3, 2025 gave notice of an offering of indefinite size with nothing sold and the first sale yet to occur. The Form D/A of October 23, 2026 names that notice as its prior filing, dates the first sale July 7, 2025 and reports an offering and amount sold of $1,150,000,000 to one investor with nothing remaining, no minimum investment, no non-accredited investors and no sales compensation. The amount is cumulative since the 2025 first sale; the date of first sale is when the first investor became irrevocably committed, so the filings do not establish when cash was contributed, whether the figure is committed or drawn capital, the investor's identity, the adviser of record or the fees. Whether the amendment was due by the July 3, 2026 anniversary cannot be determined because neither notice says whether the offering was still open on that date.
Single-investor private fund in H.I.G. Capital's direct lending family: a Delaware limited partnership at 1450 Brickell Avenue, 31st Floor, Miami, H.I.G. Capital's address. 'SMA' commonly denotes a separately managed account built for one institution; the filings do not say so. The related persons are Sami Mnaymneh and Anthony Tamer, each Co-President and Director of the general partner of the issuer's general partner, and Richard Siegel, Vice President and General Counsel of that entity, who signed both notices. EDGAR lists the vehicle as a co-applicant on WhiteHorse Finance, Inc.'s application for co-investment relief under Sections 17(d) and 57(i) of the Investment Company Act and Rule 17d-1 (40-APP of August 25, 2025; 40-APP/A of February 23, 2026), which places it among 21 existing affiliated funds advised by H.I.G. Capital, LLC or H.I.G. IMA Advisors, LLC without saying which advises it. H.I.G.'s August 12, 2025 release on the $5.9 billion final close of H.I.G. WhiteHorse Middle Market Lending Fund IV says the figure includes equity commitments in related vehicles and expected leverage; it does not name the vehicles.
EDGAR Filing Data
Form D — Primary Source
View on SEC.govFilings on Record
Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.
AltStreet Coverage
Original reporting from AltStreet's daily EDGAR monitoring covering this entity's filings.
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Filing events
5
latest Oct 23, 2026
Critical / warning
1 / 0
2 watch · 2 info
Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
1
closed
Latest event First sale · Oct 23, 2026
SEC.govInvestor
- 5 filing events with values and deltas, latest 2026-10-23, and alerts on the next one
- 1 offering timeline: velocity, share raised, first-sale lag, stalled flags
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Adviser of Record (Form ADV)
CRD 160711 · SEC-registered adviser · lists this fund on Schedule D 7.B.(1) as a private equity fund
Auditor named on Form ADV: Deloitte & Touche LLP · PCAOB-registered per the adviser
From the adviser's Form ADV as loaded from the SEC bulk data, joined on this issuer's Form D file number. Fund-level figures and the adviser's full fund roster are in the terminal.
Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
Sami Mnaymneh
Executive Officer, Director · Miami, FL
Anthony Tamer
Executive Officer, Director · Miami, FL
Richard Siegel
Executive Officer · Miami, FL
Questions About H.I.G. WhiteHorse SMA (Yosemite), L.P.
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is H.I.G. WhiteHorse SMA (Yosemite), L.P.?
H.I.G. WhiteHorse SMA (Yosemite), L.P. is a Delaware limited partnership organized in 2025 that filed a Form D with the SEC on October 23, 2026 as a private equity fund. The filing claims Rule 506(b), Section 3(c), Section 3(c)(7) for an offering of equity and pooled investment fund interests.
Is H.I.G. WhiteHorse SMA (Yosemite), L.P. legit?
AltStreet does not rate legitimacy; it reports the public record. H.I.G. WhiteHorse SMA (Yosemite), L.P. filed a Form D with the SEC on October 23, 2026 claiming Rule 506(b), Section 3(c), Section 3(c)(7). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $1,150,000,000 sold to 1 investor. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.
Is H.I.G. WhiteHorse SMA (Yosemite), L.P. registered with or approved by the SEC?
No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that H.I.G. WhiteHorse SMA (Yosemite), L.P. claimed Rule 506(b), Section 3(c), Section 3(c)(7) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.
How much has H.I.G. WhiteHorse SMA (Yosemite), L.P. raised?
H.I.G. WhiteHorse SMA (Yosemite), L.P. reported $1,150,000,000 sold from 1 investor of a $1,150,000,000 total offering as of the Form D filed October 23, 2026.
Who can invest in H.I.G. WhiteHorse SMA (Yosemite), L.P.?
The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. Because the fund also relies on Section 3(c)(7), each investor must be a qualified purchaser, generally an individual with at least $5 million in investments. The filing reports no non-accredited investors. The filing lists the minimum investment as $0, meaning no minimum was stated.
What is the minimum investment in H.I.G. WhiteHorse SMA (Yosemite), L.P.?
The Form D lists the minimum investment as $0, which means the issuer did not state a minimum on the form. The offering documents, not the Form D, set the actual subscription terms.
Who is selling H.I.G. WhiteHorse SMA (Yosemite), L.P. and how are they paid?
The Form D names no recipient of sales compensation, which usually means the issuer or its affiliates are placing the securities directly. Sales commissions are reported as $0 and finders' fees as $0. Form D allows these to be estimates.
Who is behind H.I.G. WhiteHorse SMA (Yosemite), L.P.?
The Form D lists 3 related persons: Sami Mnaymneh, executive officer, director (Co-President and Director of the General Partner of the General Partner of the Issuer); Anthony Tamer, executive officer, director (Co-President and Director of the General Partner of the General Partner of the Issuer); Richard Siegel, executive officer (VP and General Counsel of the General Partner of the General Partner of the Issuer). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is H.I.G. WhiteHorse SMA (Yosemite), L.P. located?
The issuer's address on its SEC filings is 1450 Brickell Avenue, 31st Floor, Miami, FL 33131. Its phone number of record is 305-379-2322. It is organized under the laws of Delaware.
How long is the H.I.G. WhiteHorse SMA (Yosemite), L.P. offering open?
The issuer indicated that the offering is intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open; 1 amendment is on record for this CIK.
How large is H.I.G. WhiteHorse SMA (Yosemite), L.P.?
The issuer declined to disclose its revenue range on the Form D, which the form permits.
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Data Methodology
Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.