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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Halbert Wealth Management Inc
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|---|---|
| CRD # | 108294 |
| SEC # | 801-55411 |
| CIK # | |
| AUM | $72.8 M (2025-02-26) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 512-263-3800 |
| Address | 9433 Bee Cave Rd Austin, TX 78733 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Profutures Diversified Fund II LP | [2012-02-09] | 4.0 | |
| Other | Profutures Strategic Allocation Trust | 2012-02-09 | 1.3 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 72.8 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 72.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1 | 72.8 |
| Total | 1 | 72.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 72.8 | |
| Total | 1 | 72.8 |
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|---|---|---|
|
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VA | 0.1 |
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Wavelength Capital Management LLC
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CT | 0.1 |
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TX | 0.1 |
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SQN Capital Management LLC
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NY | 0.1 |
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Palmer Square Private Credit Management LLC
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KS | 0.1 |
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Baird Principal Group Management Company II LLC
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WI | 0.1 |
|
Fairway Capital Management LLC
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IL | 0.1 |
|
Dekoning and Company LLC
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|
RI | 0.1 |
|
Destiny Advisors LLC
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TX | 0.1 |
|
CURA & Senectus Investment AG
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0.1 |