# Hatfield Insurance & Financial Services

Hatfield Insurance & Financial Services is a RIA.

## Overview

- **Organization type:** RIA
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/erichatfieldadvisor

## Regulatory record

- **CRD number:** 169941
- **SEC file number:** 801-79041
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/169941

## About

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.

## Sectors

- Real Estate
- Private Credit
- Infrastructure

## 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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Last updated: 2026-07-06T01:24:17.946Z

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