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Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors was founded in 1933 by John Halbert and Leonard Hargrove after they reinvested proceeds from Signal Hill oil leases.
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors was founded in 1933 by John Halbert and Leonard Hargrove after they reinvested proceeds from Signal Hill oil leases. The firm evolved from that origin into a fiduciary wealth advisory platform serving affluent families nationwide. The firm allocates across private equity, real estate, private credit, hedge funds, and digital assets. It maintains direct co-investment capabilities and SMA positions in Bitcoin and Ethereum through Eaglebrook Advisors. Geographic exposure includes North America, Europe, Asia, the Middle East, and Africa. Public equity holdings appear in 13F filings that list ETFs such as IVV and IEFA. The firm employs a team led by CEO JC Abusaid and Co-CIO Brian Spinelli. It maintains membership in CEFEX and Barron's Top 100 Independent Advisors. Philanthropic vehicles include the Long Beach Community Foundation and Hindu Heritage Endowment. Halbert Hargrove operates as a registered investment advisor with custodians Charles Schwab and Fidelity. Its structure separates advisory services from any proprietary products.
General information
Firm type
Multi Family Office
Year founded
1933
AUM
3.5B (Altss estimate)
Location
Region
North America
Country
United States
City
Long Beach
Corporate office
111 West Ocean Blvd, Suite 2300, Long Beach, CA 90802
Principals
JC Abusaid
CEO and President
Brian Spinelli
Co-Chief Investment Officer
Russ Hill
Chairman Emeritus
Sector focus
Frequently asked questions
Who runs investment decisions at Halbert Hargrove Global Advisors?
Brian Spinelli serves as Co-Chief Investment Officer and chairs the investment committee. JC Abusaid acts as CEO and President.
Does Halbert Hargrove participate in fund commitments or only direct deals?
The firm uses both fund commitments and direct co-investments or SPVs. Confirmed investment types include private equity, private credit, and real estate.
What investment stages does Halbert Hargrove typically target?
The firm focuses on established strategies rather than early-stage venture. Allocations include hedge funds, private credit, and real estate vehicles.
Where does the underlying wealth come from?
The firm traces its founding capital to oil lease proceeds from Signal Hill, California, reinvested by co-founders John Halbert and Leonard Hargrove in 1933.
Does Halbert Hargrove maintain philanthropic structures?
Yes. The firm manages donor-advised funds through the Long Beach Community Foundation and oversees the Hindu Heritage Endowment for temple support.
How does Halbert Hargrove source proprietary deal flow?
The firm relies on long-standing relationships with custodians and managers. It also participates in insurance-linked strategies and digital asset platforms via Eaglebrook Advisors.
Is Halbert Hargrove structured as a single family office or multi-family office?
It operates as a multi-family office serving multiple high-net-worth clients with more than $1 million in investable assets.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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