HALIFAX CAPITAL ADVISORS LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Scottsdale, Arizona
CRD number
333248

Firm profile

FINTRX

Overview

Halifax Capital Advisors LLC is organized as a limited liability company and is individually owned. Source records classify the firm as "Unclassified" and do not provide a year of SEC registration, so publicly filed regulatory details are limited. The firm serves as a sponsor/GP and managing member of pooled investment vehicles, indicating its primary activity is operating private pooled funds rather than acting as a traditional advisory platform for retail wealth clients. The firm is not identified as an active ESG investor, is not flagged as a multi-state adviser, and is not described as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • KEVIN MALLON

    FounderCRD 5149036

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Scottsdale, AZ

MARICOPA

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
MARICOPA
Address
4926 N 74th St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth