Hfr Europe, Ltd. (Chicago)

Hfr Europe, Ltd. is a large advisory firm based in Chicago. It manages $1.17 billion of regulatory assets for 35 client accounts. It has been registered with the SEC as an adviser since 2001.

Hfr Europe provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hfr Europe: assets under management

The assets under management (AUM) of Hfr Europe, Ltd. is $1.17 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 204% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.17 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $33.46 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hfr Europe, Ltd. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Hfr Europe, Ltd.

Joseph George Nicholas has been acting as President since 1 Jan 2001. Jordan B. Allen joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Joseph George Nicholas	Director	1 Jan 2001	Other	2141044
Dora Hines	Director	1 Jan 2001	Other	2141018
Luigi Zoja	Director	1 Jan 2001	25% - 50%	4395095
Llc Hfr Group	Controlling member	1 Apr 2001	50% - 75%	00-0000000
L.L.C. Hfr Group	Controlling member	1 Apr 2001	50% - 75%	36-4403755
Willson Corporation	Member	1 May 2001	25% - 50%	00-0000000
Willson Corp.	Member	1 May 2001	25% - 50%	00-0000000
L.L.C. Hfr Group	Owner	1 May 2001	50% - 75%	36-4403755
Joseph George Nicholas	Director	1 May 2001	Other	2141044
Jordan B. Allen	Chief compliance officer	1 Jan 2003	Other	4650827

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Joseph George Nicholas	Sole member	1 Oct 1999	75% - 100%	2141044
Luigi Zoja	Sole shareholder	1 May 2001	75% - 100%	4395095

Based in Chicago

The principal office where Hfr Europe, Ltd. performs its advisory services is located at 10 South Riverside Plaza, Chicago, IL 60606, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-327-0430 or by fax 312-327-0435. The normal business hours are 8:00am-5:00pm on Monday - Friday.