| 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 |
| 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 |
Hafele Investments, Inc. reports $57.7 million in regulatory assets under management on its Form ADV.
Hafele Investments, Inc. manages 9 private funds with combined gross assets of $57.7 million.
Hafele Investments, Inc. reports 4 employees.
Hafele Investments, Inc. is based in Louisville, KY and has been SEC-registered since 2026.
Hafele Investments, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $57.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $57.7M |