Allocator Index · CRD 341803

HAFELE INVESTMENTS

Louisville, KY · 502 365 1440 · linkedin.com/company/hafele-investments/

SEC IAPD record ↗

Fit score

55

  • real_estate_fund+40
  • employees 3-60+8
  • aum $50M-$100M+7

HNW clients

—

Other individuals

—

HNW assets

—

Total AUM

$57.7M

Employees

4

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
HAFELE CROSSINGS SENIOR LIVING FUND LLCReal Estate Fund$17.5M
HAFELE THREE CHARTERS FUND, LLCReal Estate Fund$8.4M
HAFELE LONESTAR TRIO SENIOR LIVING FUND, LLCReal Estate Fund$6.7M
HAFELE LAUREL SENIOR LIVING FUND, LLCReal Estate Fund$6.4M
HAFELE WARRICK SPRINGS SENIOR LIVING FUND, LLCReal Estate Fund$5.6M
HAFELE MARISTONE SENIOR LIVING FUND, LLCReal Estate Fund$5.6M
HAFELE EDGEWOOD SENIOR LIVING FUND, LLCReal Estate Fund$4.6M
HAFELE LONG COVE SENIOR LIVING FUND, LLCReal Estate Fund$3.0M
HAFELE FOREST HILLS COMMONS FUND LLCReal Estate Fund$0