Investment adviser · CRD 170600
HALCYON GLOBAL ADVISORS
Investment adviser filing (IA)
HALCYON GLOBAL ADVISORS, LLC
DALLAS, TX, United States · Form ADV filed Mar 12, 2026
- Regulatory AUM
- $221M Form ADV · Item 5.F
- Client accounts
- 449 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 52 | $173,144,573 | 78.2% |
| Individuals | 92 | $27,128,860 | 12.3% |
| Corporations & businesses | 7 | $14,996,420 | 6.8% |
| Retirement plans | Fewer than 5 | $6,029,563 | 2.7% |
Filing source
Form ADV 2071240 · Mar 12, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 12, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
15660 DALLAS PARKWAY, SUITE 1425DALLAS, TX, 75248, United States
CRD 170600
Filing source
Form ADV 2071240 · Mar 12, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.