Halbert Hargrove Global Advisors, LLC
● SEC registered since 1988CRD 105515SEC# 801-33048Long Beach, CA
Reg. AUM
$4.2B
Employees
52
Accounts
4,932
Location
Long Beach, CA
Halbert Hargrove Global Advisors, LLC assets under management
Halbert Hargrove Global Advisors, LLC is a registered investment adviser overseen by the SEC based in Long Beach, CA. The firm has been registered since 1988. It reports $4.2 billion in regulatory assets under management and employs 52 people.
Halbert Hargrove Global Advisors, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brenden Patrick Melrose Control | Chief Compliance Officer | Under 5% | 2023 |
| Brian Michael Spinelli Control | Co-Chief Investment Officer | Under 5% | 2022 |
| Cecilia Townsley Williams Control | Chief Operating Officer | Under 5% | 2012 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Halbert Hargrove Global Advisors, LLC manage?
Halbert Hargrove Global Advisors, LLC reports $4.2 billion in regulatory assets under management on its Form ADV.
How many employees does Halbert Hargrove Global Advisors, LLC have?
Halbert Hargrove Global Advisors, LLC reports 52 employees.
Where is Halbert Hargrove Global Advisors, LLC located?
Halbert Hargrove Global Advisors, LLC is based in Long Beach, CA and has been SEC-registered since 1988.
Does Halbert Hargrove Global Advisors, LLC disclose fund performance?
Halbert Hargrove Global Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 111 West Ocean Boulevard, 23rd Floor, Long Beach, CA 90802-7908 |
| Phone | 562-435-5657 |
| Fax | 562-435-0774 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1484205 |
| Discloses disciplinary history | No |
Regulatory AUM
$4.2B▲ 33%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 14%
Larger than 86% of 16,271 advisers
EmployeesTop 12%
More than 88% of 16,825 advisers
Assets under management
$4.2Bregulatory AUM
Discretionary $4.17BNon-discretionary $37.7M