|
⚲
|
| Keyboard |
| Halcyon Global Advisors LLC
✚
|
|
|---|---|
| CRD # | 170600 |
| SEC # | 801-118182 |
| CIK # | |
| AUM | 221.3 M (2026-03-12) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) | 92 | 27.1 |
| (b) Individuals (high net worth individuals) | 52 | 173.1 |
| (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 | 6.0 |
| (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 | 15.0 |
| (n) Other | 0 | 0.0 |
| Total | 449 | 221.3 |
| By Discretionary | ||
| Discretionary | 363 | 212.8 |
| Non-Discretionary | 86 | 8.5 |
| Total | 449 | 221.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 221.3 | |
| Total | 449 | 221.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Flax Pond Capital LLC
✚
|
222.3 M | |
|
Phillip James Consulting Co
✚
|
MN | 222.1 M |
|
VIA IV Investments LLC
✚
|
IL | 221.8 M |
|
Diazo LLC
✚
|
NV | 221.6 M |
|
Carroll Investors Inc
✚
|
SC | 221.4 M |
|
Asset Management Advisors LLC
✚
|
OK | 221.3 M |
|
Lyle Allan Glen
✚
|
CA | 221.2 M |
|
Para Wealth Advisors Inc
✚
|
WA | 221.0 M |
|
Intrinsic Value Partners LLC
✚
|
AZ | 220.6 M |
|
Great Gable Advisors LLC
✚
|
CA | 220.5 M |