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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Ember
- Established Date
- 10-06-1995
- Office Locations
- 2
Office Locations
About HFR Wealth Management, LLC
HFR Investments (HFR Wealth Management) provides managed account platforms and hedge fund advisory for retail and institutional allocators, supporting SMA-based hedge fund portfolios, fund-of-ones, commingled structures and co-investments. Services span onboarding, portfolio construction, manager due diligence and ongoing oversight, plus cash/collateral management, daily reconciliation, legal/regulatory filings, and performance/risk/transparency reporting. Offers investable and bespoke hedge fund indices, including ESG-focused SMAs and indices; custody includes Charles Schwab & Company.
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Owner & Executives
HERBERT FAULKNER REILLY III
Chief Compliance Officer, Financial Analyst, President
- CRD
- #1717740
- Ownership
- 75% or more
MICHAEL GLEN REILLY
Chief Compliance Officer, CHIEF TECHNOLOGY OFFICER, Director Of Operations, President, VICE PRESIDENT
- CRD
- #7374980
- Ownership
- 5% but less than 10%
Vector timber
Wave wave oak
- CRD
- #87558
- Ownership
- 47.5%
Showing 2 of 4 owners & executives
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CHRISTOPHER MICHAEL HURLEY
--
- CRD
- #2869618
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $588,662,553 | $691,730 |
| Non-Discretionary | $0 | -- |
| Total | $588,662,553 | $691,730 |
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Separately Managed Accounts
Total SMA Asset: $588,662,553
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,755,929,203 | 26.4% |
| U.S. Government/Agency | $1,463,274,336 | 22.0% |
| Public Funds | $1,928,861,624 | 29.0% |
| Cash | $1,503,181,818 | 22.6% |
| Total | $6,651,246,981 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MOMENTUM ZENITH | FOUNDATION HORIZON | QBVW11ZBS | HMA | 11.64% | $73,902,416 |
| VECTOR HORIZON BEACON | VITAL NORTH | TJPQQVHS8 | RWGN | 3.36% | $70,843,932 |
| CATALYST PIONEER VECTOR | NORTH UNISON | CLV9GCJKX | LWHSF | 1.74% | $8,415,327 |
| VALUE BEACON OAK | ALPHA PEAK | URD93I5TG | YJMAD | 2.74% | $40,480,767 |
| CREST ALPHA | PATHWAY VECTOR | PULAZJSPL | LIHM | 7.50% | $115,226,290 |
| RIDGE FRONTIER RIDGE | CREST NORTH | K5GN5J7MI | RFD | 4.18% | $13,977,327 |
| ELEMENT VERTEX | PATHWAY RIDGE | UI8NBL1ZO | SXLIY | 6.85% | $93,400,084 |
| VERTEX CATALYST | QUANTUM RIDGE | KR1JR46BP | YKLIU | 10.97% | $12,798,725 |