# Halifax Investment Management

Halifax Investment Management is a RIA based in Raleigh, United Kingdom.

## Overview

- **Organization type:** RIA
- **Headquarters:** Raleigh, United Kingdom
- **Region:** Europe
- **Address:** London, United Kingdom
- **Founded:** 1984
- **Assets under management:** Undisclosed
- **Website:** halifaxinvestmentmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/the-halifax-group-llc

## Regulatory record

- **CRD number:** 152789
- **SEC file number:** 801-71683
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/152789

## About

HALIFAX INVESTMENT MANAGEMENT, L.L.C. is an SEC-registered investment adviser in RALEIGH, NC, registered since 2010. The firm manages approximately $1.9 billion in assets. It has 18 employees and 16 investment advisers.

## Sectors

- Real Estate
- Infrastructure
- Private Equity
- Fixed Income
- Equities

## People

- David M. Rubenstein — Chairman

## Questions

### Who runs investment decisions at 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).

### What investment stages does Halifax typically target?

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).

### How does Halifax source proprietary deal flow?

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.

### What is Halifax's known posture on co-investments?

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).

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Last updated: 2026-07-06T01:24:17.844Z

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