Halo Investment Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Manhasset, NY. Its latest Form ADV filing, dated March 24, 2026, reports $60M in regulatory assets under management, 24 employees, 1 office, and 7 accounts.
Assets Under Management
$60M
Employees
24
Offices
1 office
Total Clients
<5
Primary office
MANHASSET, NY
1129 NORTHERN BLVD., SUITE 404, MANHASSET, NY, United States
Total regulatory assets under management$60Mas of March 24, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$60M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$60M
Total Accounts7
10Y AUM Change+$60M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees24
Clients per Employee—
10Y Employee Change+21 (+700.0%)
* 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.