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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...

Overview

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.

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