Investment adviser · CRD 154493

HALYARD ASSET MANAGEMENT LLC

Investment adviser filing (IA)

WHITE PLAINS, NY, United States · Form ADV filed Mar 26, 2026

Regulatory AUM: $2.03B
Client accounts: 23
Employees: 4
Advisory professionals: 3

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	11	$1,911,304,796	94.3%
Investment companies	1	$50,661,316	2.5%
Corporations & businesses	2	$45,632,400	2.3%
Charities	3	$6,687,882	0.3%
Other investment advisers	1	$6,506,531	0.3%
High-net-worth individuals	3	$5,246,540	0.3%
Other clients	1	$1,514,890	0.1%
Individuals	1	$122,201	0.0%

Filing source

Form ADV 2051357 · 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

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.

HALYARD FIXED INCOME FUND, LPHedge Fund · Last reported Mar 27, 2019$17.3MGross asset value

Form D fundraising filings

Halyard Fixed Income Fund, L.P.

Fund administrator GEMINI HEDGE FUND SERVICES, LLC HAUPPAUGE, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM U.S. LLP STAMFORD, Connecticut, United States

Custodian FIRST NATIONAL BANK OF OMAHA OMAHA, Nebraska, United States Related to adviser: No

Custodian PERSHING ADVISOR SOLUTIONS LLC JERSEY CITY, New Jersey, United States Related to adviser: No

Custodian R.J. O'BRIEN SECURITIES, LLC NEW YORK, New York, United States Related to adviser: No

Prime broker PERSHING ADVISOR SOLUTIONS LLC JERSEY CITY, New Jersey, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RSM U.S. LLP
PCAOB 49

PERSHING ADVISOR SOLUTIONS LLC
SEC 8-47425

R.J. O'BRIEN SECURITIES, LLC
SEC 8-67587

PERSHING ADVISOR SOLUTIONS LLC
CRD 36671 · SEC 8-47425

Fund details & source

Fund ID: 805-6517185965
Reported beneficial owners: 10
Minimum commitment: $250K
Form D file number: 021-148857

Form ADV 1288330 · Mar 27, 2019 · 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

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets

Principal office

399 KNOLLWOOD ROAD, SUITE 107B
WHITE PLAINS, NY, 10603, United States

CRD 154493

Filing source

Form ADV 2051357 · 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.