HALSEYPOINT ASSET MANAGEMENT

RIASEC RegisteredEst. 2019
Total AUM
$4.5B
Discretionary
$4.5B
100% of AUM
Avg account
$451M
Accounts
10
Employees
13
Advisory reps
2

Firm details

Headquarters
EL SEGUNDO, California
CRD number
305194
Registered since
October 1, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Halseypoint Asset Management is an SEC‑registered limited liability company formed in 2019 that operates as an institutional investment manager. The firm concentrates on managing pooled investment vehicles and running portfolios for businesses and institutional clients. Its compensation is a combination of percentage‑of‑AUM fees and performance‑based fees, which aligns the firm’s economics with delivering relative and absolute returns on the pooled structures it oversees. Investment activity centers on private markets and credit strategies. Halseypoint sponsors and serves as general partner or managing member for pooled vehicles, and it also uses third‑party external managers for alternative strategies. The firm is not an active ESG investor and is not registered as a multi‑state adviser. Regulatory and industry affiliations include relationships with broker‑dealers, other investment advisers, commodity pool/CTA activity, trust companies, insurance companies, and sponsorship of limited partnerships and pooled vehicles.

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

2 of 2
  • LYNN HOPTON

    Co-Founder and Managing PartnerCRD 2514814

  • YVONNE STEVENS

    Co-Founder and Managing PartnerCRD 2514817

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

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Location

Primary office

EL SEGUNDO, CA

LOS ANGELES

Location

EL SEGUNDO, CA

Headquartered in EL SEGUNDO, 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
200 N Pacific Coast Hwy
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth