HFA Investments, LLC

RIASEC Registered
Total AUM
$100
Discretionary
$100
100% of AUM
Avg account
$100
Accounts
1
Employees
2
Advisory reps
3

Firm details

Headquarters
Atlanta, Georgia
CRD number
334904
Fee structure
Fixed Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

HFA Investments, LLC is organized as a limited liability company and operates as an institutional registered investment adviser serving institutional clients. The firm’s advisory activity centers on portfolio management for pooled investment vehicles; it also serves in sponsor, general partner, and managing-member roles for such vehicles. HFA uses a fixed-fee billing arrangement and does not position itself as a capital allocator. The firm is not an active ESG investor, is not registered as a multi-state adviser, and is not described as a pension consultant or a related adviser to another registered adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Prashanth Chintanapalli

    Prashanth Chintanapalli

    Chief Compliance OfficerCRD 4270461

Contacts

2 of 2
  • Joseph James

    CRD 8040657

  • Michael Schwartz

    CAOCRD 8040654

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
3340 Peachtree Rd Ne
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth