HFR Investments, LLC
SEC RegisteredAt the Forefront of Hedge Fund Strategies and Advisory Services
About the firm
HFR Investments delivers a suite of advisory services catering to all client needs, ranging from industry standard investable hedge fund indices to in-depth, customized hedge fund advisory. With 25 years of experience building SMA programs, the firm offers managed account platforms covering onboarding, portfolio construction, ongoing oversight, and due diligence.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Managed account platforms (including onboarding, portfolio construction, cash and collateral management, daily fund reconciliation, legal and regulatory filings, and custom SMAs); advisory services including manager selection and ongoing due diligence; customized and industry-standard investable hedge fund indices; ESG hedge fund investment vehicles including multi-manager solutions, direct allocations to ESG hedge fund managers, and custom ESG fund of fund vehicles.
Who they serve
Institutional allocators and firms seeking hedge fund portfolio management, advisory services, and ESG-aligned investment solutions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 2 | $326M |
2 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of February 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HFR Investments, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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