|
⚲
|
| Halbert Wealth Management Inc
✚
| |
|---|---|
| CRD # | 108294 |
| SEC # | 801-55411 |
| CIK # | |
| AUM | $69.1 MM (2024-03-27) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 512-263-3800 |
| Address | 9433 Bee Cave Rd Austin, TX 78733 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| 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 ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 69.1 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 258 | 69.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 258 | 69.1 |
| Total | 258 | 69.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 69.1 | |
| Total | 258 | 69.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Union Street Partners LLC
✚
|
VA | 0.1 |
|
ATW SPAC Management LLC
✚
|
NY | 0.1 |
|
Highland Consulting Associates International Inc
✚
|
OH | 0.1 |
|
Ranger Alternative Management LP
✚
|
TX | 0.1 |
|
Barrett Asset Management LLC
✚
|
NY | 0.1 |
|
Fairway Capital Management LLC
✚
|
IL | 0.1 |
|
Capra Credit Management LLC
✚
|
CT | 0.1 |
|
Capra IBEX Advisors LLC
✚
|
CT | 0.1 |
|
Allfinancial Partners II LLC
✚
|
FL | 0.1 |
|
QUBE Capital Solutions LLC
✚
|
CT | 0.1 |