Hafele Investments

Overview

Hafele Investments is a corporate-structured advisory firm that registered with the SEC in 2026 and describes an institutional client focus. The firm provides financial planning and discretionary portfolio management across separate accounts and pooled investment vehicles. Its fee arrangements include both asset-based (percentage of AUM) and fixed-fee billing. Hafele is not identified as an active ESG investor, does not operate as a multi-state adviser, and is not classified as a capital allocator. The firm is also listed as a sponsor, general partner, and managing member of pooled investment vehicles, indicating it originates and manages collective investment structures in addition to operating separately managed mandates.

Assets & Accounts

Investments & Alternatives