HALIFAX INVESTMENT MANAGEMENT, L.L.C.
Firm details
- Headquarters
- RALEIGH, North Carolina
- CRD number
- 152789
- Registered since
- July 21, 2010
- Website
- thehalifaxgroup.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Halifax Investment Management, L.L.C. is an SEC-registered investment manager organized as an LLC and operating primarily as a private equity fund manager. The firm serves institutional clients and focuses on managing pooled investment vehicles rather than acting as a capital allocator to outside managers. Halifax performs portfolio management for its private funds and also sponsors and serves as general partner/managing member of pooled vehicles. Its fee model includes percentage-of-AUM charges along with performance-based fees and other fee arrangements. The firm is not identified as an active ESG investor and does not present itself as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1ARTHUR HIGH
Chief Financial OfficerCRD 7354895
Contacts
3 of 4CHRISTOPHER CATHCART
Managing PartnerCRD 5172195
SCOTT PLUMRIDGE
Managing PartnerCRD 6775855
David Bard
PartnerCRD 7529563
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
RALEIGH, NC
WAKE
Location
RALEIGH, NC
Headquartered in RALEIGH, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- WAKE
- Address
- 3605 Glenwood Ave
- Time zone
- ET (UTC-5)
- Office locations
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