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Halo Investment Services
HALO INVESTMENT SERVICES, LLC is an SEC-registered investment adviser in MANHASSET, NY, registered since 2023. The firm manages approximately $60 million in...
Halo Investment Services
HALO INVESTMENT SERVICES, LLC is an SEC-registered investment adviser in MANHASSET, NY, registered since 2023. The firm manages approximately $60 million in regulatory assets. It employs 24 staff and 21 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Manhasset
Corporate office
San Francisco, CA, United States
Frequently asked questions
Who runs investment decisions at Halo Investment Services?
The principals responsible for investment decisions at Halo have not been publicly identified. The firm maintains a deliberately low profile, and no named partners, CIO, or investment committee members appear in public records or corporate filings.
What is Halo's known posture on co-investments alongside external GPs?
Halo participates in direct co-investments alongside venture capital and growth equity funds in which it is also a limited partner. This dual-track model allows the office to concentrate on its highest-conviction positions without bearing the full cost of proprietary sourcing infrastructure.
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