Investment adviser · CRD 175011

HALO ADVISORS, LLC

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

MURFREESBORO, TN, United States · Form ADV filed Mar 11, 2016

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

HALO INVESTMENT GROUP, LLCHedge Fund · Last reported Mar 11, 2016$0Gross asset value

Form D fundraising filings

Halo Investment Group, LLC

Auditor MATLOCK CLEMENTS P.C. MURFREESBORO, Tennessee, United States
Custodian TD AMERITRADE CLEARING, INC. BELLEVUE, Nebraska, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

TD AMERITRADE CLEARING, INC.
SEC 8-16335

Fund details & source
Fund ID
805-9438434753
Reported beneficial owners
0
Minimum commitment
$250K
Form D file number
021-237137

Form ADV 991904 · Mar 11, 2016 · 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 11, 2016. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

509 BRICKLE DRIVE
MURFREESBORO, TN, 37128, United States

CRD 175011

Filing source

Form ADV 991904 · Mar 11, 2016 · 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.