HALO PARTNERS
Firm details
- Headquarters
- ENCINITAS, California
- CRD number
- 340004
- Registered since
- February 19, 2026
Firm profile
FINTRXOverview
Halo Partners operates as a limited partnership and is classified as an unclassified entity. Established in 2026, the firm focuses on managing pooled investment vehicles, serving as a sponsor, general partner, and managing member. While it does not engage in capital allocation or act as a pension consultant, it does have a presence in the private equity space. The firm is not an active ESG investor and does not operate as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3PANHAVAT CHHUN
CRD 8227256
NATHANIEL MEJIAS
Managing PartnerCRD 5687454
DILSHAT ERKIN
Managing PartnerCRD 5938469
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ENCINITAS, CA
SAN DIEGO
Location
ENCINITAS, CA
Headquartered in ENCINITAS, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 1536 N Coast Highway 101
- Time zone
- PT (UTC-8)
- Office locations
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