HFA, LTD
HFA, LTD is a real estate fund organized in Alabama, United States and advised by Waverly Advisors, LLC. Its adviser reported $842,000 in gross assets for the fund on Form ADV, filed Dec 19, 2024. It reported 35 beneficial owners. The minimum investment it accepts is $50,000. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers.
- Gross assets
- $842,000As reported on Form ADV
- Beneficial owners
- 35
- Minimum investment
- $50,000
- Who can invest
- Qualified purchasersSection 3(c)(7)
- Fund type
- Real estate fund
- Domicile
- Alabama, United States
- Auditor
- Mengel, Metzger, Barr & Co. LLP
- Administrator
- ML Griffith CPA, LLC
- Adviser
- Waverly Advisors, LLC · Birmingham, AL · CRD 115332
- Reported on
- Dec 19, 2024Adviser's Form ADV
From SEC filings, not verified. This information is republished from the adviser's Form ADV (Schedule D, Section 7.B.(1)) in the SEC's public Form ADV data, which currently runs through filings made by Dec 26, 2024. Figures are as of the adviser's filing and may have changed since. It is not an offer, solicitation or recommendation, AltMountain has not reviewed the fund, and gross assets are not performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about HFA, LTD
What is the minimum investment for HFA, LTD?
According to its adviser's Form ADV filed Dec 19, 2024, the minimum investment HFA, LTD accepts is $50,000.
Who can invest in HFA, LTD?
HFA, LTD is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7).
How large is HFA, LTD?
Its adviser reported $842,000 in gross assets on Form ADV filed Dec 19, 2024. Gross assets include borrowed money and are not the same as net assets or performance.
Who manages HFA, LTD?
HFA, LTD is advised by Waverly Advisors, LLC, based in Birmingham, AL.
Who are HFA, LTD's service providers?
Its Form ADV lists Mengel, Metzger, Barr & Co. LLP as auditor and ML Griffith CPA, LLC as administrator.