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| Hafele Investments Inc
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|---|---|
| CRD # | 341803 |
| SEC # | 801-136566 |
| CIK # | |
| AUM | 57.7 M (2026-06-18) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 502-365-1440 |
| Address | 500 North Hurstbourne Parkway Louisville, KY 40222 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | Hafele Crossings Senior Living Fund LLC | 2026-05-22 | 17.5 M | |
| RE | Hafele Edgewood Senior Living Fund LLC | [2026-05-22] | 4.6 M | 4.6 M |
| Offered $4,625,000 · Filed 2023-11-14 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Duration One year or less · Revenue No Revenues | ||||
| RE | Hafele Forest Hills Commons Fund LLC | [2026-05-22] | 4.8 M | |
| Offered $4,750,000 · Filed 2022-10-19 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Duration One year or less · Revenue $1,000,001 - $5,000,000 | ||||
| RE | Hafele Laurel Senior Living Fund LLC | [2026-05-22] | 6.4 M | 6.4 M |
| Offered $6,400,000 · Filed 2025-09-29 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Duration One year or less · Revenue Not Applicable | ||||
| RE | Hafele Lonestar Trio Senior Living Fund LLC | [2026-05-22] | 6.7 M | 6.7 M |
| Offered $6,675,000 · Filed 2025-12-23 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Duration One year or less · Revenue No Revenues | ||||
| RE | Hafele Long Cove Senior Living Fund LLC | [2026-05-22] | 3.0 M | 3.0 M |
| Offered $3,000,000 · Filed 2023-05-04 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Duration One year or less · Revenue $1,000,001 - $5,000,000 | ||||
| RE | Hafele Maristone Senior Living Fund LLC | [2026-05-22] | 5.5 M | 5.5 M |
| Offered $5,550,000 · Filed 2022-12-14 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Duration One year or less · Revenue $5,000,001 - $25,000,000 | ||||
| RE | Hafele Three Charters Fund LLC | [2026-05-22] | 8.4 M | 8.4 M |
| Offered $8,397,800 · Filed 2025-04-14 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Duration One year or less · Revenue $5,000,001 - $25,000,000 | ||||
| RE | Hafele Warrick Springs Senior Living Fund LLC | [2026-05-22] | 5.6 M | 5.6 M |
| Offered $5,575,000 · Filed 2025-11-17 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Duration One year or less · Revenue Not Applicable | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 9 | 57.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 9 | 57.7 |
| By Discretionary | ||
| Discretionary | 9 | 57.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 9 | 57.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 57.7 | |
| Total | 9 | 57.7 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Carl Hafele | Executive Officer | 11 | 2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Fund Types | Real Estate |
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