Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors provides wealth advisory and fiduciary investment management services.
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors provides wealth advisory and fiduciary investment management services. The firm uses a LifePhase Investing approach to adapt investment strategies to clients' evolving life goals and circumstances, offering retirement planning, estate planning, charitable giving, family advising, and tax-efficient financial planning. It serves high-net-worth individuals and families with more than $1 million in investable assets, especially those experiencing major life transitions such as retirement, divorce, or business sales.
General information
Firm type
Bank / Wealth / Trust
Year founded
1933
AUM
—
Location
Region
North America
Country
—
City
Long Beach
Corporate office
—
Frequently asked questions
What is Halbert Hargrove Global Advisors?
Halbert Hargrove Global Advisors is a bank / wealth / trust headquartered in Long Beach.
When was Halbert Hargrove Global Advisors founded?
Halbert Hargrove Global Advisors was founded in 1933.
Where is Halbert Hargrove Global Advisors headquartered?
Halbert Hargrove Global Advisors is headquartered in Long Beach, in the North America region.
What does Altss track for Halbert Hargrove Global Advisors?
Altss maintains an OSINT-verified profile of Halbert Hargrove Global Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Halbert Hargrove Global Advisors's website?
Halbert Hargrove Global Advisors's public website is www.halberthargrove.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Halbert Hargrove Global Advisors?
Halbert Hargrove Global Advisors is classified by Altss as a Bank / Wealth / Trust within the North America region.
How does Altss source intelligence on Halbert Hargrove Global Advisors?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Halbert Hargrove Global Advisors?
Halbert Hargrove Global Advisors's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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