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| Halbert Hargrove Global Advisors LLC
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| |
|---|---|
| CRD # | 105515 |
| SEC # | 801-33048 |
| CIK # | 0001484205 |
| AUM | $3.2 BB (2024-08-08) |
| Employees | 49 (73% Investors, 0% Brokers) |
| Phone | 562-435-5657 |
| Address | 111 West Ocean Boulevard Long Beach, CA 90802-7908 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| ABNB | 58,166.8 | 12.6 | |
| MSFT | 1,918,222.4 | 11.2 | |
| AAPL | 2,382,844.0 | 5.8 | |
| TT | 30,146.9 | 4.6 | |
| ISRG | 72,505.6 | 4.0 | |
| LLY | 301,789.7 | 3.5 | |
| GOOGL | 1,475,138.5 | 2.8 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 617 | 0.3 |
| (b) Individuals (high net worth individuals) | 693 | 2.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 28 | 0.4 |
| (h) Charitable organizations | 28 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 4,434 | 3.2 |
| By Discretionary | ||
| Discretionary | 4,422 | 3.0 |
| Non-Discretionary | 12 | 0.2 |
| Total | 4,434 | 3.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.2 | |
| Total | 4,434 | 3.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001484205] | |
| SC 13G | [0001484205] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Halbert Hargrove Global Advisors LLC | Stone Ridge Trust V | [2024-02-02] |
| Halbert Hargrove Global Advisors LLC | Stone Ridge Trust II | [2023-02-13] |
| Halbert Hargrove Global Advisors LLC | Predex Capital Management LLC | [2023-02-13] |
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