Halo Investment Services, LLC

Overview

Halo Investment Services, LLC is an institutional registered investment adviser formed as an LLC and SEC-registered in 2023. The firm operates as a capital allocator and describes its advisory role primarily as the selection of other advisers, and it also functions as a registered representative of a broker‑dealer. Compensation is based on a percentage of assets under management. The firm is organized as a domestic entity with individual ownership and reports a related adviser relationship. Halo Investment Services does not identify as an active ESG investor and is not listed as a multi‑state adviser. Its business model appears focused on sourcing and overseeing external managers and solutions rather than running large discretionary portfolios directly.

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Location & Offices