HALO CAPITAL FUND MANAGEMENT LP

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
334506
Registered since
April 7, 2025

Firm profile

FINTRX

Overview

Halo Capital Fund Management LP is organized as a limited partnership and is registered with the SEC in 2025. The firm functions primarily as a sponsor, general partner and managing member of pooled investment vehicles rather than as a traditional advisory business serving retail accounts. Filings identify the organization as owner-type “Individual” and classify it as unclassified for regulatory purposes. The firm is not listed as an active ESG investor and does not operate as a multi-state adviser. Halo Capital’s investment activity centers on deploying capital through at least one pooled private fund vehicle. Its structure and filings point to a manager-oriented model: sourcing deal flow, executing investments on behalf of limited partners, and servicing the fund as GP/manager rather than maintaining a roster of advisory clients or separate managed accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Daniel Howard

    Managing MemberCRD 6824303

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
379 W Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth