|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Halo Investment Services LLC
✚
|
|
|---|---|
| CRD # | 325613 |
| SEC # | 801-127670 |
| CIK # | |
| AUM | $32.6 M (2025-06-03) |
| Employees | 15 (100% Investors, 100% Brokers) |
| Phone | 312-586-2790 |
| Address | 1129 Northern Blvd Manhasset, NY 11030 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 32.6 |
| Total | 3 | 32.6 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 3 | 32.6 |
| Total | 3 | 32.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 32.6 | |
| Total | 3 | 32.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kelly Strategic Management LLC
✚
|
CO | 0.0 |
|
Model Six Operations Inc
✚
|
0.0 | |
|
SPP Credit Advisors LLC
✚
|
NY | 0.0 |
|
5C Lending Partners Advisor LLC
✚
|
NY | 0.0 |
|
TVV Advisers LLC
✚
|
CA | 0.0 |
|
Aspire Strategist Portfolios LLC
✚
|
NY | 0.0 |
|
Berenberg Asset Management LLC
✚
|
NY | 0.0 |
|
Ledger ILS Managers LLC
✚
|
NY | 0.0 |
|
Castle Investment Management LLC
✚
|
VA | 0.0 |
|
Unfcu Advisors LLC
✚
|
NY | 0.0 |