HALLISER LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Los Angeles, California
CRD number
316850
Registered since
September 10, 2021

Firm profile

FINTRX

Overview

Halliser LLC is a limited liability company that has been registered with the SEC since 2021. This firm operates in an unclassified capacity, focusing primarily on private equity investments. While it does not engage in capital allocation or serve as a pension consultant, Halliser LLC is structured to provide advisory services, although specific details about its client base and fee structure have not been disclosed. The firm is not recognized as an active ESG investor, nor does it operate as a multi-state adviser 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
  • Daniel Gasper

    Director of GrowthCRD 5476143

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
304 S Broadway
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth