# Halo Investment Services

Halo Investment Services is a RIA based in Manhasset, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Manhasset, United States
- **Region:** North America
- **Address:** San Francisco, CA, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 325613
- **SEC file number:** 801-127670
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/325613

## About

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.

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

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