Hfir LLC
Firm details
- Headquarters
- ,
- CRD number
- 168526
- Website
- www.linkedin.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI84.51%
- Individuals15.49%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Hfir LLC is a small, privately held investment adviser organized as a limited liability company that serves individual and family clients. The firm provides portfolio management for both individuals/small businesses and pooled investment vehicles, using a blended fee model that combines a percentage of assets under management with performance-based fees. Hfir’s asset mix and filing details point to a focus beyond standard public equities: the largest portion of reported assets is categorized as “Other,” and the firm allocates to third-party alternative managers for targeted exposure. Hfir is not an active ESG investor and does not operate as a multi-state or pension consultant adviser. Manager selection appears oriented toward specialized external managers for non-traditional sleeves—commodities, private credit, and oil & gas feature explicitly—suggesting the firm seeks income and real-asset diversification alongside client-directed holdings. The fee structure that includes performance fees indicates the adviser may run strategies with incentive compensation or partner with managers that employ such arrangements.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other96%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1Wilson Wang
Managing member & COOCRD 6234960
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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