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| Happy Holidays!! thanks for using AUM13F!! |
| Halcyon Global Advisors LLC
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|---|---|
| CRD # | 170600 |
| SEC # | 801-118182 |
| CIK # | |
| AUM | $194.0 M (2025-03-03) |
| Employees | 2 (50% Investors, 50% Brokers) |
| Phone | 972-499-8278 |
| Address | 15660 Dallas Parkway Dallas, TX 75248 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 76 | 24.1 |
| (b) Individuals (high net worth individuals) | 52 | 157.5 |
| (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 | 3 | 5.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 7 | 7.3 |
| (n) Other | 0 | 0.0 |
| Total | 466 | 194.0 |
| By Discretionary | ||
| Discretionary | 376 | 186.7 |
| Non-Discretionary | 90 | 7.3 |
| Total | 466 | 194.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 194.0 | |
| Total | 466 | 194.0 |
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0.2 | |
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NE | 0.2 |
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Streeter Moore & Stipe LLC
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OK | 0.2 |
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AZ | 0.2 |
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Lindahl & Mansager Inc
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OH | 0.2 |