HALSEYPOINT ASSET MANAGEMENT
Firm details
- Headquarters
- EL SEGUNDO, California
- CRD number
- 305194
- Registered since
- October 1, 2019
- Website
- halseypoint.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2LYNN HOPTON
Co-Founder and Managing PartnerCRD 2514814
YVONNE STEVENS
Co-Founder and Managing PartnerCRD 2514817
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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