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HALO CAPITAL MANAGEMENT, LLC
CRD 154898
4000 LEGATO ROAD, SUITE 1100, FAIRFAX, VA, 22033, United States
Phone
703-873-7591
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$49.5M
Discretionary AUM
$46.4M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (individuals)FINANCIAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $2.2M |
| High net worth individuals | 39 | $44.2M |
| Corporations/business entities | 1 | $3.1M |
All web addresses on file
Official SEC filing: View on IAPD