Hafele Investments, Inc.
● SEC registered since 2026CRD 341803SEC# 801-136566Louisville, KY
Ranks #5,839 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$57.7M
Fund GAV
$57.7M
Private funds
9
Employees
4
Accounts
9
Location
Louisville, KY
Hafele Investments, Inc. assets under management
Hafele Investments, Inc. is a registered investment adviser overseen by the SEC based in Louisville, KY. The firm has been registered since 2026. It reports $57.7 million in regulatory assets under management and employs 4 people. Hafele Investments, Inc. manages 9 private funds with combined gross assets of $57.7 million, including Hafele Crossings Senior Living Fund LLC. By regulatory assets, it ranks 5,839 of 6,004 private fund managers.
Hafele Investments, Inc. private funds
9 funds · $57.7M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Hafele Crossings Senior Living Fund LLC | Real Estate | $17.5M | $100K |
| Hafele Three Charters Fund, LLC | Real Estate | $8.4M | $100K |
| Hafele Lonestar Trio Senior Living Fund, LLC | Real Estate | $6.7M | $100K |
See all 9 funds — unlock the full record.
Join to unlock · $37/moHafele Investments, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carl Wilfred Hafele Control | Managing Member And Chief Executive Officer | Over 75% | 2022 |
| Nicole Suzanne Hafele Control | Chief Compliance Officer | Under 5% | 2026 |
Frequently asked questions
How much does Hafele Investments, Inc. manage?
Hafele Investments, Inc. reports $57.7 million in regulatory assets under management on its Form ADV.
How many private funds does Hafele Investments, Inc. manage?
Hafele Investments, Inc. manages 9 private funds with combined gross assets of $57.7 million.
How many employees does Hafele Investments, Inc. have?
Hafele Investments, Inc. reports 4 employees.
Where is Hafele Investments, Inc. located?
Hafele Investments, Inc. is based in Louisville, KY and has been SEC-registered since 2026.
Does Hafele Investments, Inc. disclose fund performance?
Hafele Investments, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 500 North Hurstbourne Parkway, Suite 425, Louisville, KY 40222 |
| Phone | 502 365 1440 |
| Fax | (502) 323-4917 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$57.7MNo change
May '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
AUM vs fund managersTop 97%
Larger than 3% of 6,004 private-fund managers
Number of fundsTop 27%
More funds than 73% of fund managers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$57.7Mregulatory AUM
Discretionary $57.7M
Service providers
Custodian