Halo Investment Services, LLC
Halo Investment Services, LLC is an SEC-registered ria in Manhasset, NY with $60.0M assets under management (AUM, regulatory AUM), +84% over one year. See who owns Halo Investment Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 325613, SEC 801-127670, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $60.0M (2026-03-24)
- Firm type
- Ria
- Location
- Manhasset, NY
- Employees
- 24
- CRD
- 325613
- Ownership
- SADZEWICZ, GERY, JOSEPH; MADALONE, FRANK, THOMAS; WARREN, CHRISTOPHER, CHURCHMAN; BARSEMA, JASON, M; KULATHAKAL HOLDINGS
How much AUM does Halo Investment Services, LLC have?
Halo Investment Services, LLC reported $60.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Halo Investment Services, LLC?
Disclosed owners and executives of Halo Investment Services, LLC include SADZEWICZ, GERY, JOSEPH, MADALONE, FRANK, THOMAS, WARREN, CHRISTOPHER, CHURCHMAN, BARSEMA, JASON, M, KULATHAKAL HOLDINGS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.