HAFELE INVESTMENTS
  • HAFELE INVESTMENTS
  • HAFELE FUNDS MANAGEMENT
  • HAFELE INVESTMENTS, INC.
  • HAFELE INVESTMENTS INC.

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Adviser Profile

As of Date 07/01/2026
Registration SEC, 120-Day Approval, 06/22/2026
ADV Location LOUISVILLE, KY, United States
Contact Info 502 xxxxxxx
Websites
AUM* 57,736,800
of that, discretionary 57,736,800
Number of Employees 4
of those in investment advisory functions 3
Private Fund GAV* 57,736,800
Avg Account Size 6,415,200
SMA’s No
Private Funds 9

Adviser Type

- Adviser relying on rule 203A-2(c) because you expect to be eligible for SEC registration within 120 days

Client Types

- Pooled investment vehicles

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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