Halifax Investment Management

David M. Rubenstein serves as Chairman and oversees investment strategy. The firm does not publicly name a CIO or other investment professionals. Decisions are made internally by family principals and a small advisory team (public record).

The firm targets long-duration, inflation-protected assets, including commercial real estate, infrastructure, and private equity. It favors direct ownership and long-term hold periods, with no disclosed activity in venture capital or early-stage dealmaking (public record).

The firm relies on longstanding personal and professional networks built since the 1980s. It does not use public deal sourcing, competitive processes, or external intermediaries. Its deal flow comes from repeat relationships with UK property developers, infrastructure operators, and family-controlled businesses.

The firm does not publicly disclose co-investment activity. Given its single-family structure and stated preference for direct ownership, it is unlikely to participate in club deals or syndicated co-investments with external parties (public record).