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 a privately held limited liability company that provides portfolio management for pooled investment vehicles and works primarily with institutional clients. The firm serves as sponsor, general partner and managing member of pooled vehicles, and its operating model centers on using pooled structures rather than direct retail advisory relationships. Fee arrangements are fixed-fee based. HFA is not identified as an active ESG investor, is not registered as a multi-state adviser, and is not described as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • PRASHANTH CHINTANAPALLI

    Chief Compliance OfficerCRD 4270461

Contacts

2 of 2
  • Joseph James

    CRD 8040657

  • Michael Schwartz

    CAOCRD 8040654

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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