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Radius Capital Advisors
Kimball Halsey launched Radius Capital Advisors after more than 20 years in quantitative investment strategy, including a stint as SVP and portfolio...
Radius Capital Advisors
Kimball Halsey launched Radius Capital Advisors after more than 20 years in quantitative investment strategy, including a stint as SVP and portfolio manager at Commons Capital. He holds an MBA in Finance from Wharton (Palmer Scholar) and a BA in mathematics and economics from Dartmouth. Helen Jamieson, a CFA and FRM with experience at MSCI-Barra and Franklin Templeton, joined the firm as an advisor. The firm provides two service models: standalone financial planning and integrated wealth management. Planning covers retirement, tax strategy, estate considerations, cash flow, Social Security, Medicare, and education funding. Portfolios are built around each client’s goals, time horizon, and risk tolerance, with ongoing rebalancing. The investment approach uses quantitative models — Halsey’s core competency — to construct portfolios across traditional asset classes. Radius does not publicly disclose specific portfolio holdings or direct investments. The firm operates from a single office in Ambler, Pennsylvania, with two named professionals. The practice is oriented toward high-net-worth individuals and families. No recent operational events — such as new hires, regulatory changes, or strategic shifts — were publicly documented in the last 24 months. Radius’s structural differentiator is the quantitative underpinning of its portfolio management — Halsey’s history building complex investment models at prior firms shapes the methodology. The firm remains a small, independent RIA with no disclosed links to a family office, foundation, or external capital pool.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Ambler
Corporate office
Ambler, PA, United States
Principals
Kimball B. Halsey
Founder
Helen Jamieson
Advisor
Sector focus
Frequently asked questions
Who runs investment decisions at Radius Capital Advisors?
Kimball B. Halsey, founder, oversees portfolio construction and investment strategy. He brings over 20 years of experience building quantitative investment models (per the firm's website). Helen Jamieson, a CFA charterholder and FRM, contributes global economic analysis and risk management perspective.
How does Radius Capital Advisors source proprietary deal flow?
The firm does not describe proprietary deal sourcing. It focuses on constructing diversified portfolios using public-market asset classes, not private or alternative deal flow.
What investment stages does Radius Capital Advisors typically target?
Radius manages liquid portfolios across stages of clients' life cycles, not specific deal stages. The firm emphasizes ongoing monitoring and rebalancing rather than venture-stage or growth-equity targets.
What is Kimball Halsey’s background before founding Radius?
Halsey earned an MBA from Wharton (Palmer Scholar) and a BA in mathematics and economics from Dartmouth. He worked as VP of Operations and Quantitative Strategies at Halsey Advisory and Management and as SVP and PM at Commons Capital (per the firm's website).
Does Radius Capital Advisors offer standalone financial planning?
Yes. Clients can engage the firm for financial planning services separate from portfolio management — covering retirement, tax, estate, cash flow, Social Security, Medicare, and education funding (per the firm's website).
Is Radius Capital Advisors a family office?
No. The firm presents itself as an RIA providing wealth management and financial planning to individuals and families. It does not identify as a family office or disclose any single-family office structure.
What qualifications does Helen Jamieson bring to the firm?
Jamieson holds a B.Com. with Honors in Financial Analysis and Portfolio Management from the University of Cape Town, as well as a CFA and FRM. She previously worked at MSCI-Barra and Franklin Templeton in Africa and the Middle East (per the firm's website).
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