RIA Intel›Advisers›California›HALSEYPOINT ASSET MANAGEMENT, LLC

HALSEYPOINT ASSET MANAGEMENT, LLC

Fund Manager

N·EL SEGUNDO, CA

Data as of Jul 20, 2026 · Source: SEC Form ADV

Total AUM

$4.5B

1-Year AUM Growth

+13.6%

3-Year CAGR

+17.0%

Employees

9

Assets Under Management

Total AUM$4.5B

Discretionary AUM$4.5B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

Team

Total Employees9

Investment Advisers13

Employee Growth (1Y)—

Private Funds

Number of Private Funds9

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record9

First FilingAug 20, 2019

Latest FilingJul 20, 2026

🔒 Full AUM trend chart and 9 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on HALSEYPOINT ASSET MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.