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HFR Wealth Management
HFR Wealth Management is an SEC-registered investment adviser since 1995. It manages $589 million in regulatory assets. The firm has 6 employees and 4...
HFR Wealth Management
HFR Wealth Management is an SEC-registered investment adviser since 1995. It manages $589 million in regulatory assets. The firm has 6 employees and 4 investment advisers.
General information
Firm type
Wealth Manager
Year founded
1995
Location
Region
North America
Country
United States
City
Niskayuna
Corporate office
Niskayuna, NY, United States
Frequently asked questions
Does the firm invest directly in hedge funds or use index-based strategies?
The firm primarily uses HFR's own suite of investable hedge fund indices to deliver alternative strategy exposure. This replication-based approach avoids the fund-selection and fee-layering common in traditional fund-of-hedge-fund structures. Direct allocations to individual managers are not a known part of the firm's public offering.
What investment strategies can clients access through the firm?
The platform provides exposure to merger arbitrage, equity market-neutral, global macro, and other liquid alternative strategies. These are accessed through index-based vehicles that reflect HFR's broader hedge fund categorization system. Fixed-income and equity strategies supplement the alternatives allocation.
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