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Hfa, Ltd

Real Estate FundFund ID 805-8593400659Alabama, United States
Gross assets
$881K
Min. investment
$50K
Beneficial owners
35
Size rank
Top 95%
Audited
Yes
Structure
Standalone

About this fund

Hfa, Ltd is a real estate fund managed by Waverly Advisors, LLC. The fund reports $880,563 in gross assets, placing it among the top 95% of private funds by size. The stated minimum investment is $50,000. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-8593400659
Fund typeReal Estate Fund
3(c)(1) exclusionNo
3(c)(7) exclusionYes
Master fundNo
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
% of assets independently valued100%

Other funds from this manager

FundTypeGross assets
Promus Access IV, LPPrivate Equity$482.9M
Promus Access V, LPPrivate Equity$386.1M
Promus Access III, LPPrivate Equity$262.7M
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Frequently asked questions

How large is Hfa, Ltd?

Hfa, Ltd reports $880,563 in gross assets, among the top 95% of private funds by size.

What is the minimum investment for Hfa, Ltd?

The stated minimum investment is $50,000.

Who manages Hfa, Ltd?

Hfa, Ltd is managed by Waverly Advisors, LLC.

Does Hfa, Ltd disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Manager

W
Birmingham, AL

Service providers

Prime broker
None reported
Custodian
None reported
Administrator

Reported gross assets

$881K▲ 5%
Jan '25 — $842KFeb '25 — $842KMar '25 — $846KApr '25 — $846KMay '25 — $846KJun '25 — $846KJul '25 — $846KAug '25 — $846KSep '25 — $846KOct '25 — $846KNov '25 — $648KDec '25 — $648KJan '26 — $648KFeb '26 — $648KMar '26 — $881KApr '26 — $881KMay '26 — $881KJun '26 — $881K
Jan '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 95%
Larger than 5% of 67,041 private funds
Gross assets vs Real Estate FundsTop 94%
Larger than 6% of 5,814 real estate funds
Minimum investmentTop 85%
Higher than 15% of funds reporting a minimum

Investor base

Adviser & related persons%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.