Investment adviser · CRD 325613
HALO INVESTMENT SERVICES, LLC
Investment adviser filing (IA)
MANHASSET, NY, United States · Form ADV filed Sep 1, 2026
- Regulatory AUM
- $75.2M Form ADV · Item 5.F
- Client accounts
- 8 Accounts, not individual clients
- Employees
- 24 Reported in this filing
- Advisory professionals
- 21 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 |
|---|---|---|---|
| Other clients | Fewer than 5 | $75,152,985 | 100.0% |
Filing source
Form ADV 2129808 · Sep 1, 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: Sep 1, 2026. View historical filings
Reported services
Selection of other advisers
Compensation
Percentage of assets
Principal office
1129 NORTHERN BLVD., SUITE 404MANHASSET, NY, 11030, United States
CRD 325613
Filing source
Form ADV 2129808 · Sep 1, 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.