RIA Intel›Advisers›California›HALCYON INVESTMENT ADVISOR LLC

HALCYON INVESTMENT ADVISOR LLC

Advisory

CA

Data as of Jul 1, 2026 · Source: SEC Form ADV

Rank in CA

#3,476

of 5,480 advisers by AUM

Average account

$681K

across 73 accounts

AUM per adviser

$17M

3 advisers

Source: SEC Form ADV. Figures as filed Jul 1, 2026.

Total AUM

$50M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$50M

Discretionary AUM$50M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients73

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

73 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

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LOS ANGELES, CA

$50M

HAFNIA FINANCIAL, INC.

$49M

OM PACIFIC CAPITAL LLC

$50M

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