Halsey Advisory And Management, LLC (Daniel Island)

Name: Halsey Advisory And Management, LLC
Address: 117 Bounty Street, Daniel Island, SC, 29492
Telephone: (212) 237-1414

Halsey Advisory And Management, LLC is an adviser based in Daniel Island. It manages $14.36 million of regulatory assets for 81 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, New Hampshire, New York, and South Carolina.

Halsey Advisory And Management provides portfolio management for individuals and small businesses and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Halsey Advisory And Management: assets under management

The assets under management (AUM) of Halsey Advisory And Management, LLC is $14.36 million. The firm's AUM has gone down by -67% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $10.85 million in discretionary accounts and $3.51 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $140.97 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $876.99 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Halsey Advisory And Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Halsey Advisory And Management, LLC

Tyson Thomas Halsey has been acting as President since 1 Nov 1999. Garcia Lowell Cezar joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Tyson Thomas Halsey	President	1 Nov 1999	75% - 100%	1409186
Kimball Bullard Halsey	Vice president	1 Jul 2002	Other	4650566
Garcia Lowell Cezar	Chief compliance officer	1 Aug 2004	Other	4859280

Based in Daniel Island

The principal office where Halsey Advisory And Management, LLC performs its advisory services is located at 117 Bounty Street, Daniel Island, SC 29492, which is also the mailing address of the firm. An additional office of the firm is in Jersey City, NJ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (212) 237-1414 or by fax 212-253-4237. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.halseyadvisory.com.