AUMdb
HA

Hfr Asset Management, L.L.C

SEC-registered Private Fund Manager · Small ($100M–$1B) CRD 111705 · SEC file 801-60143 · Chicago, IL
☆ Save with Pro ADV data as of Feb 06, 2026
Regulatory AUM
$326M
Discretionary
$326M
Clients
2
Avg AUM / client
$163M
Accounts
2
Employees
2

AUM over time

$203M $8.8B
Dec 2011 Dec 2025

Annual snapshots from Form ADV filings · as of Feb 06, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 2 $326M 100.0%

Private funds (5)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $3.2B combined gross assets

FundTypeDomicileGross assetsOwners
Hfreu Proximus Fund Hedge Fund Ireland $2.5B 4
Hfreu Us Equity Ex Financial Bear Fund Hedge Fund Ireland $475M 1
Hfreu Euro Equity Ex Financial Bear Fund Hedge Fund Ireland $198M 2
Hfreu Us Equity Ex Financial Bull Fund Hedge Fund Ireland $6.5M 1
Hfreu Euro Equity Ex Financial Bull Fund Hedge Fund Ireland $6.1M 2

People (2)

NameRole / titleCredentialsWith firm sinceOwnership
Nicholas, Joseph, George Member Jan 2001 (26y) ≈ 56.25% – 100% via Hfr Group, L.L.C.
Arenibar, Michael President And Chief Compliance Officer Jun 2019 (7y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Hfr Group, L.L.C. Managing Member Jan 2001 A 75% or more

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Nicholas, Joseph, George: 75% – 100% of Hfr Group, L.L.C. × 75% – 100% direct ≈ 56.25% – 100% of the firm

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (5, $3.2B gross assets)

FundTypeGross assetsMin. investmentOwners
Hfreu Proximus Fund Hedge Fund $2.5B $1.0M 4
Hfreu Us Equity Ex Financial Bear Fund Hedge Fund $475M $1.0M 1
Hfreu Euro Equity Ex Financial Bear Fund Hedge Fund $198M $1.0M 2
Hfreu Us Equity Ex Financial Bull Fund Hedge Fund $6.5M $1.0M 1
Hfreu Euro Equity Ex Financial Bull Fund Hedge Fund $6.1M $1.0M 2

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 02/06/2026 1.39 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Fixed fees
  • Performance-based fees
  • Other fees
  • ADMINISTRATIVE SERVICES FEE

Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses/institutional clients
  • Selection of other advisers
  • Other services

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 06, 2026.

View current Form ADV (SEC/IAPD) ↗