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HALYARD ASSET MANAGEMENT LLC
CRD 154493 · SEC 801-71687
399 KNOLLWOOD ROAD, SUITE 107B, WHITE PLAINS, NY, 10603, United States
Phone
914-437-5600
Fax
914-358-9721
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.03B
Discretionary AUM
$2.03B
Team
4 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $122K |
| High net worth individuals | 3 | $5.2M |
| Investment companies | 1 | $50.7M |
| Pooled investment vehicles | 11 | $1.91B |
| Charitable organizations | 3 | $6.7M |
| Other investment advisers | 1 | $6.5M |
| Corporations/business entities | 2 | $45.6M |
States served
NY
All web addresses on file
Official SEC filing: View on IAPD