Investment adviser · CRD 152789
HALIFAX INVESTMENT MANAGEMENT, L.L.C.
Investment adviser filing (IA)
RALEIGH, NC, United States · Form ADV filed Mar 26, 2026
- Regulatory AUM
- $1.9B Form ADV · Item 5.F
- Client accounts
- 8 Accounts, not individual clients
- Employees
- 18 Reported in this filing
- Advisory professionals
- 16 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 |
|---|---|---|---|
| Pooled investment vehicles | 8 | $1,898,839,346 | 100.0% |
Filing source
Form ADV 2076288 · Mar 26, 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
23 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.
HALIFAX CAPITAL PARTNERS IV, L.P.Private Equity Fund · Last reported Mar 26, 2026$969MGross asset value
Form D fundraising filings
Halifax Capital Partners IV, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
BDO USA, P.C.
PCAOB 243
Fund details & source
- Fund ID
- 805-9919092663
- Reported beneficial owners
- 83
- Minimum commitment
- $5M
- Form D file number
- 021-274478
Form ADV 2076288 · Mar 26, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
HALIFAX CAPITAL PARTNERS V, LPPrivate Equity Fund · Last reported Mar 26, 2026$716MGross asset value
Form D fundraising filings
Halifax Capital Partners V, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
BDO USA, P.C.
PCAOB 243
Fund details & source
- Fund ID
- 805-4549218592
- Reported beneficial owners
- 118
- Minimum commitment
- $5M
- Form D file number
- 021-444438
Form ADV 2076288 · Mar 26, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
HALIFAX CAPITAL PARTNERS IV-A, LPPrivate Equity Fund · Last reported Mar 26, 2026$96.7MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
BDO USA, P.C.
PCAOB 243
Fund details & source
- Fund ID
- 805-9808341875
- Reported beneficial owners
- 83
- Minimum commitment
- $5M
Form ADV 2076288 · Mar 26, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
HCP IV NPPI CO-INVESTORS LPPrivate Equity Fund · Last reported Mar 26, 2026$59.1MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
BDO USA, P.C.
PCAOB 243
Fund details & source
- Fund ID
- 805-6064188712
- Reported beneficial owners
- 12
- Minimum commitment
- $5M
Form ADV 2076288 · Mar 26, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
HCP IV CDL CO-INVESTORS, LPPrivate Equity Fund · Last reported Mar 26, 2026$25.6MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
BDO USA, P.C.
PCAOB 243
Fund details & source
- Fund ID
- 805-9462526484
- Reported beneficial owners
- 2
- Minimum commitment
- $5M
Form ADV 2076288 · Mar 26, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
HCP V QM CO-INVESTORS, LPPrivate Equity Fund · Last reported Mar 26, 2026$21.1MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
BDO USA, P.C.
PCAOB 243
Fund details & source
- Fund ID
- 805-8014497438
- Reported beneficial owners
- 4
- Minimum commitment
- $5M
Form ADV 2076288 · Mar 26, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
HCP V CK CO-INVESTORS, LPPrivate Equity Fund · Last reported Mar 26, 2026$11.2MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
BDO USA, P.C.
PCAOB 243
Fund details & source
- Fund ID
- 805-7543834686
- Reported beneficial owners
- 1
- Minimum commitment
- $5M
Form ADV 2076288 · Mar 26, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 26, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
3605 GLENWOOD AVENUE, SUITE 490RALEIGH, NC, 27612, United States
CRD 152789
Filing source
Form ADV 2076288 · Mar 26, 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.