Hallador Investment Advisors, Inc.

RIASEC RegisteredEst. 2006
Total AUM
$271M
Discretionary
$271M
100% of AUM
Avg account
$19.3M
Accounts
14
Employees
9
Advisory reps
3

Firm details

Headquarters
Reno, Nevada
CRD number
141335
Registered since
August 9, 2006
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles97.3%
  • HNWI2.69%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Hallador Investment Advisors, Inc. is an SEC-registered corporate RIA that operates as a multi-strategy manager and capital allocator. The firm is classified across several roles: hedge fund manager, private equity sponsor, fund provider and independent registered adviser. It manages pooled vehicles, selects third‑party managers and provides portfolio management for both individual/family clients and institutional investors. The firm charges a mix of asset‑based fees and performance fees and also lists other fee arrangements. Hallador is active as a sponsor, general partner and managing member of pooled investment vehicles and reports accounting activity among its business functions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 37%, Cash & Cash Equivalents 35%, Public Funds/Mutual Funds 25%, Private Funds 3%37%
  • Exchange Traded Equities37%
  • Cash & Cash Equivalents35%
  • Public Funds/Mutual Funds25%
  • Private Funds3%

Owners & executives

2 of 2
  • Kevin Leary

    Kevin Leary

    Chief Executive OfficerCRD 6555053

  • Aileen Hourigan

    CFOCRD 7072949

Contacts

1 of 1
  • David Hardie

    David Hardie

    Chairman of the BoardCRD 1340773

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Reno, NV

Washoe

Location

Reno, NV

Headquartered in Reno, NV, anchoring the Reno-Carson City-Fernley, NV metro in the West.

Metro area
Reno-Carson City-Fernley, NV
Region
West
County
Washoe
Address
5485 Kietzke Ln
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth