# The H Group

The H Group is a Multi Family Office based in Portland, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Portland, United States
- **Region:** North America
- **Address:** Portland, OR, United States
- **Founded:** 1996
- **Assets under management:** $1B – $5B (Altss estimate)
- **Website:** thehgroup.com

## Regulatory record

- **CRD number:** 106801
- **SEC file number:** 801-39523
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/106801

## About

THE H GROUP, INC. is an SEC-registered investment adviser in PORTLAND, OR, registered since 1991. The firm manages approximately $580 million in regulatory assets. It has 15 employees and 11 investment advisers.

## Sectors

- Real Estate
- Private Credit
- Private Equity
- Hedge Funds

## People

- Mark H. Taber — Founder & CEO
- Adam C. Taber — Chief Investment Officer

## Questions

### Who makes investment decisions at The H Group?

Adam C. Taber serves as Chief Investment Officer and leads the investment committee, which operates on a consensus model for all new manager additions. Founder Mark H. Taber remains active as CEO, providing strategic oversight but ceding day-to-day portfolio construction to the investment team. The firm's flat investment-committee structure means no single individual has unilateral authority to add or remove a strategy from the platform.

### How does The H Group source investment opportunities?

The H Group sources through long-standing relationships with institutional fund managers, direct property networks in the Western United States, and co-investment syndicates accessed via its manager relationships. The firm does not market itself as sourcing proprietary deal flow; its advantage lies in aggregating client capital to meet institutional minimums. For real estate, sourcing is concentrated in the Pacific Northwest and California markets where the principals have operated for three decades.

### Does The H Group offer proprietary fund products?

No. The H Group operates an entirely open-architecture platform and does not manufacture or manage proprietary pooled investment vehicles. The firm earns fees solely from advisory relationships with clients, not from fund managers. This differentiates it from hybrid RIAs that blend advisory services with internal fund management.

### How is The H Group compensated?

The H Group operates on a fee-only fiduciary model, charging clients an advisory fee based on assets under management or a retainer structure. The firm does not accept commissions, revenue-sharing payments, or placement fees from fund managers. This alignment structure is designed to eliminate the conflict of interest that arises when an advisor receives compensation from product providers for steering client capital into specific funds.

### Where are The H Group's clients concentrated?

The client base is concentrated in the Pacific Northwest — primarily Oregon and Washington — with a growing segment in Northern California, particularly among technology founders and executives in the Bay Area. The firm's Portland headquarters and a Bay Area presence anchor this geographic footprint, reflecting the migration of wealth within the Western United States over the firm's three-decade history.

## Related profiles

- [The Goff Financial Group](https://altss.com/profile/the-goff-financial-group)
- [The Hatlestad Group](https://altss.com/profile/the-hatlestad-group)

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Last updated: 2026-07-06T01:24:26.934Z

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