Halyard Asset Management LLC

RIASEC Registered

Total AUM

$2B

Discretionary

$2B

100% of AUM

Avg account

$88.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: White Plains, New York
CRD number: 154493
Registered since: July 21, 2010
Website: halyardmgmt.com
Custodians: PRINCIPAL SECURITIES, INC., PERSHING LLC
Fee structure: Percentage of AUM
Client types: Pooled Investment Vehicles94.26%
Investment Companies2.5%
Corporations / Businesses2.25%
Charitable Organizations0.33%
Other Investment Advisers0.32%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Halyard Asset Management LLC is an institutional registered investment adviser organized as an LLC. The firm is SEC‑registered (registration recorded in 2010) and serves a mix of high‑net‑worth individuals and families as well as institutional clients. Halyard is compensated on a percentage‑of‑assets basis and provides portfolio management across a range of account types, including separate managed accounts, pooled vehicles and investment company structures. The firm identifies itself as an active ESG investor and lists portfolio management for individuals/small businesses, investment companies, pooled investment vehicles and businesses or institutions among its advisory activities.