$68.3M Total AUM
$10.6M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-14-2014
- Office Locations
- 2
Office Locations
-- -- CN
-- Honolulu HI
About Hfir LLC
HFIR LLC (HFI Research) is a Honolulu-based registered investment adviser offering contrarian investment research and portfolio management with a focus on energy markets (oil and natural gas). The firm operates as a boutique, single-advisor shop and custodies client assets at Interactive Brokers.
Team overview
40 AVG AGE
$68.3M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
12.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Momentum Glacier horizon
Investment Themes
Quantum
Investment Vehicles
Vector
Owner & Executives
WILSON ZHI YI WANG
Chief Compliance Officer, Managing Member
- CRD
- #6234960
- Ownership
- 75% or more
(313) 598-2296
ember.oak@northcapital.com
in linkedin.com/in/oak-eagle
Showing 1 of 1 owners & executives
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X
Xiaohuan Chen
Co-Founder
- CRD
- --
(780) 368-5133
ember.zenith@vertexcapital.com
in linkedin.com/in/focus-matrix
J
Jackal Lai
Chief Operating Officer
- CRD
- --
(876) 846-4792
focus.prime@atlascapital.com
in linkedin.com/in/meridian-matrix
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,580,000 | -- |
| Non-Discretionary | $57,720,000 | -- |
| Total | $68,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $68,300,000
Other:
49.8% Cash:
50.2% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $2,161,600,757 | 49.8% |
| Cash | $2,178,963,012 | 50.2% |
| Total | $4,340,563,769 | 100.0% |