HALCYON INVESTMENT MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Washington, District of Columbia
CRD number
300909

Firm profile

FINTRX

Overview

Halcyon Investment Management, LLC operates as a small, privately held investment manager organized as a limited liability company. The firm functions primarily as a sponsor and general partner, structuring and managing at least one pooled vehicle rather than running a broad advisory business of retail or institutional advisory accounts. Public disclosures identify the firm as the managing member of pooled investment vehicles and indicate its core activity is allocating capital into venture-style private investments. The firm is not flagged as an active ESG investor and does not appear to operate as a multi-state registered adviser or pension consultant. Its business model centers on fund-level management and GP responsibilities—sourcing deals, conducting diligence, allocating capital and administering a pooled vehicle—rather than delivering ongoing, account-level advisory services to a broad client base.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • DAHNA GOLDSTEIN

    Managing PartnerCRD 7351002

  • Katherine Goodall

    Co-Managing DirectorCRD 7172961

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Washington, DC

DISTRICT OF COLUMBIA

Location

Washington, DC

Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
DISTRICT OF COLUMBIA
Address
1100 15th St NW
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth