Investment adviser · CRD 108301

HALSEY ASSOCIATES INC

Investment adviser filing (IA)

NEW HAVEN, CT, United States · Form ADV filed Feb 13, 2015

Regulatory AUM
$880M
Form ADV · Item 5.F
Client accounts
696
Accounts, not individual clients
Employees
7
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Feb 13, 2015. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Fixed

Principal office

234 CHURCH STREET, 10TH FLOOR
NEW HAVEN, CT, 06510, United States

CRD 108301

Filing source

Form ADV 876591 · Feb 13, 2015 · 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.