Hafele Investments

Overview

Hafele Investments is a corporation that registered with the SEC in 2026 and bills itself as a newly formed adviser serving institutional clients. The firm provides financial planning and portfolio management for individuals and small businesses, and it explicitly manages pooled investment vehicles. Ownership is held by an individual and the firm operates under a fee model that combines a percentage of assets under management with fixed fees. Hafele is not flagged as an active ESG investor, is not a multi-state adviser, and does not position itself as a pension consultant or related adviser. It also serves as a sponsor, general partner, and managing member for pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices