Halseypoint Asset Management

Overview

Halseypoint Asset Management is a limited liability company and SEC-registered investment adviser (since 2019) that operates as an institutional RIA. The firm focuses on portfolio management for pooled investment vehicles and for businesses or institutional clients. Its compensation model combines an asset-based fee with performance-related fees. Halseypoint does not identify as an active ESG investor. Regulatory and business affiliations indicate the firm wears several operational hats — including roles tied to broker-dealer activity, CPO/CTA functions, trust and insurance company relationships, and serving as sponsor or general partner of pooled vehicles — suggesting it has in-house fund infrastructure in addition to advisory capabilities.

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