WHITE PLAINS, NYCRD 154493Latest ADV March 26, 2026
Halyard Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in White Plains, NY. Its latest Form ADV filing, dated March 26, 2026, reports $2.0B in regulatory assets under management, 4 employees, and 23 accounts.
Assets Under Management
$2.0B
Employees
4
Offices
--
Total Clients
23
Primary office
WHITE PLAINS, NY
399 KNOLLWOOD ROAD, SUITE 107B, WHITE PLAINS, NY, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 47.8% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
47.8%
11
2
HNWI
13.0%
3
3
Charitable
13.0%
3
4
Corporations
8.7%
2
5
Individuals
4.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.0Bas of March 26, 2026
Discretionary100.0%
$2.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.0B
Total Accounts23
10Y AUM Change+$1.2B (+136.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee6:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.