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| Happy Holidays!! thanks for using AUM13F!! |
| Halyard Asset Management LLC
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|---|---|
| CRD # | 154493 |
| SEC # | 801-71687 |
| CIK # | |
| AUM | $1.5 B (2025-03-26) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 914-437-5600 |
| Address | 399 Knollwood Road White Plains, NY 10603 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Halyard Fixed Income Fund LP | [2012-03-30] | 129.6 | 17.3 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1 | 0.1 |
| (b) Individuals (high net worth individuals) | 4 | 7.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 46.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 9 | 1,433.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 1.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 4.1 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 43.2 |
| (n) Other | 1 | 1.0 |
| Total | 20 | 1,537.5 |
| By Discretionary | ||
| Discretionary | 20 | 1,537.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 20 | 1,537.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 1,190.0 | |
| United States Persons | 347.5 | |
| Total | 20 | 1,537.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Steve Boyd | 6 | ||
| Michael Kastner | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Quent Capital LLC
✚
|
NY | 1.6 |
|
Penn Capital Management Company LLC
✚
|
PA | 1.6 |
|
Portolan Capital Management LLC
✚
|
MA | 1.6 |
|
Adelante Capital Management LLC
✚
|
CA | 1.6 |
|
Seacrest Wealth Management LLC
✚
|
NY | 1.6 |
|
Lake Hill Capital Management LLC
✚
|
NY | 1.6 |
|
Seelaus Asset Management LLC
✚
|
NJ | 1.6 |
|
Cushing Asset Management LP
✚
|
TX | 1.5 |
|
Delegate Advisors LLC
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|
NC | 1.5 |
|
Alden Capital Management Inc
✚
|
PA | 1.4 |