HALSEYPOINT ASSET MANAGEMENT, LLC
DBA: HALSEYPOINT ASSET MANAGEMENT
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $4.51B |
| Discretionary | $4.51B100% of AUM |
| Client Accounts | 10 |
| Avg Account Size | $450.5M |
| Employees | 13 |
| Peak AUM | $4.51BMar 2026 |
| AUM CAGR | +78.3% /yrover 7 yrs · 12 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $4.5B | +26.2% | +20.2% | +27.1% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $4.51B |
| Discretionary | $4.51B |
| Employees | 13 |
| Client Accounts | 10 |
Contact & Location
Address
200 N. PACIFIC COAST HIGHWAY
EL SEGUNDO CA 90245
Phone
424-220-6440
Filing History
12 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$4.5B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Insurance Cos.
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
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