HALCYON WEALTH MANAGEMENT, LLC

Overview

Halcyon Wealth Management, LLC is an independent registered investment adviser that serves high-net-worth individuals and small business owners. The firm operates on a percentage-of-assets fee model and provides financial planning, portfolio management and manager selection services. Investment activity leans toward equity-centered portfolios, with exchange-traded equities forming the single largest asset sleeve. Halcyon also allocates to third-party alternative managers across private equity, hedge funds, real estate, commodities and energy-related strategies, indicating a willingness to blend liquid core positions with less-liquid, return-enhancing sleeves. The firm’s roots include accounting expertise, which appears to inform a tax-aware approach to portfolio construction and the use of outside specialists when needed. As a capital allocator, Halcyon combines direct exchange-traded exposures with outsourced managers and structured products to meet client objectives, and it exercises discretion over the majority of assets under management.

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Public Holdings

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Location & Offices