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Hafele Investments CRD 341803
$57.7M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
500 North Hurstbourne Parkway Suite 425, Louisville, KY 40222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-06-26 |
| TX | RA | APPROVED | 2026-06-26 |
Branch Locations
500 North Hurstbourne Parkway Suite 425, Louisville, KY 40222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lanier Asset Management, Llc | Louisville | KY | 06/2014 | 05/2022 |
| Private Client Services Dba Hafele Investments | Louisville | KY | 05/2022 | 06/2026 |
| Hafele Investments | Louisville | KY | 01/2022 | Present |
| Hafele Investments | Louisville | KY | 06/2026 | Present |
1) Beneke Wire Company. Start Date: 2016. 5540 National Turnpike, Louisville, KY 40214. Aluminum Wire Manufacturing. Board member. 4 hrs/mo; 2 during trading hrs. Board governance oversight for a manufacturing company. Non-investment-related. 2) Hafele One. Start Date: 2021. 6106 Springhouse Farm Lane, Louisville, KY 40222. LLC. Family investment holding LLC; holds passive interests in private investments, including affiliated Hafele senior living funds. 1 hr/mo; 0 during trading hrs. Co-managing member administering a passive family holding entity. 3) Hafele Five LLC. Start Date: 2021. 6106 Springhouse Farm Lane. Investment LLC. Family investment holding LLC; holds passive interests in private investments, including affiliated Hafele senior living funds.1 hr/mo; 0 during trading hrs. Managing member administering property holdings; provides activity records to accountant for tax return. Passive entity. 4) Hafele Six LLC. Start Date: 2022. 6106 Springhouse Farm Lane, Louisville, KY 40222. Real estate development LLC (JV with NW1 LLC. Investor. 1 hr/mo; 0 during trading hrs. Passive investment interest in a real estate development venture with NW1 LLC. 5) Hafele Three LLC. Start Date: 2018. 6106 Springhouse Farm Lane, Louisville, KY 40222. Family investment holding LLC; holds passive interests in private investments, including affiliated Hafele senior living funds. 1 hr/mo; 0 during trading hrs. Managing member overseeing family investment holdings. Passive entity. 6) Hafele Funds Management LLC. Start Date: 2022, investment-related, 500 North Hurstbourne Parkway, Suite 425, Louisville, KY, 40222, LLC. Managing member of Senior Living Fund Series; wholly-owned subsidiary/affiliate of Hafele Investments, Inc. Managing member overseeing the fund offerings.10 hours per month, 10 during business hours. Oversees offerings and management of the affiliated Senior Living Fund Series.
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