RIA · CRD 169941SEC-Registered

Updated:

Hatfield Insurance & Financial Services

HATFIELD INSURANCE & FINANCIAL SERVICES, INC. is an SEC-registered investment adviser in BURBANK, CA. The firm manages approximately $99 million in regulatory...

Hatfield Insurance & Financial Services

HATFIELD INSURANCE & FINANCIAL SERVICES, INC. is an SEC-registered investment adviser in BURBANK, CA. The firm manages approximately $99 million in regulatory assets. It has 4 employees and 1 investment adviser.

General information

Firm type

RIA

Location

Region

North America

Sector focus

Real EstatePrivate CreditInfrastructure

Frequently asked questions

What asset classes does Hatfield Insurance & Financial Services exclude from its portfolio?

No explicit exclusion lists have been published. The firm's known sector tags—real estate, private credit, and infrastructure—suggest a preference for tangible, income-oriented assets, while venture capital and hedge funds appear absent from its stated focus.

Has Hatfield Insurance & Financial Services made any notable investments or co-investments?

No specific investments, co-investments, or portfolio companies have been identified in public sources. The firm's investment activity remains entirely private, with no deal announcements or press coverage as of 2026.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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