Single Family OfficeRIA · CRD 325613SEC-Registered

Updated:

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

Single Family Office

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.

How does Halo source deal flow given its low public profile?

Halo appears to source primarily through its network of venture capital co-investors and fund manager relationships. As a limited partner in external funds, the office gains access to deal flow that flows through established Bay Area, New York, and London venture ecosystems, and then selectively co-invests directly.

Does Halo operate exclusively as a single-family office?

Yes. There is no evidence of outside capital, a multi-family office structure, or a registered investment advisory business. Halo Investment Services functions as a single-family office deploying private wealth with no external reporting obligations.

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.

Does Halo maintain any philanthropic structures?

No philanthropic foundation, donor-advised fund, or giving vehicle tied to Halo Investment Services has been publicly identified. If a philanthropic structure exists, it operates under a separate entity not linked to the Halo name.

Profile maintained by 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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