HALO CAPITAL MANAGEMENT, LLC

Overview

Halo Capital Management, LLC is a small, fee-based advisory firm focused on portfolio management for individuals and small businesses. The firm operates as a limited liability company with an individual ownership structure and serves both individual/family and institutional clients. Its fee model includes a mix of percentage-of-AUM billing, fixed fees and performance-based fees, so compensation arrangements can vary by client mandate. Investment activity centers on pooled public vehicles rather than direct-stock concentrated mandates. The firm’s stated advisory activity is portfolio management for individuals and small businesses, and its filings indicate it is not positioned as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices