# HFR Wealth Management

HFR Wealth Management is an Asset Manager based in Niskayuna, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Niskayuna, United States
- **Region:** North America
- **Address:** Niskayuna, NY, United States
- **Founded:** 1995
- **Assets under management:** Undisclosed
- **Website:** https://www.hfr.com
- **LinkedIn:** https://www.linkedin.com/company/hfrinc

## Regulatory record

- **CRD number:** 106913
- **SEC file number:** 801-50326
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-18T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/106913

## About

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.

## 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.

## Related profiles

- [HFMC Wealth](https://altss.com/profile/hfmc-wealth)
- [HHM Wealth Advisors](https://altss.com/profile/hhm-wealth-advisors)

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Last updated: 2026-06-03T20:00:00.000Z

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