HALO INVESTMENT SERVICES, LLC

Overview

Halo Investment Services, LLC is an SEC-registered limited liability company that functions as a capital allocator and as a registered representative of a broker-dealer. The firm was registered with the SEC in 2023 and is owned by a combination of a domestic entity and an individual. Its advisory activity centers on selecting other advisers rather than running an in-house, broad discretionary platform; the firm is listed as a related adviser and operates under a percentage-of-assets fee model. Halo does not identify as an active ESG investor. Business activity on filings highlights its broker-dealer registration and its role in manager selection. The firm is classified as unclassified on public data and is not flagged as a pension consultant or a multi-state adviser in regulatory fields, despite maintaining a footprint in multiple states.

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Investments & Alternatives

Location & Offices