Halifax Investment Management, L.L.C.
● SEC registered since 2010CRD 152789SEC# 801-71683Raleigh, NC
Ranks #2,241 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.9B
Fund GAV
$1.9B
Private funds
8
Employees
18
Accounts
8
Location
Raleigh, NC
Halifax Investment Management, L.L.C. assets under management
Halifax Investment Management, L.L.C. is an investment advisory firm registered with the SEC based in Raleigh, NC. The firm has been registered since 2010. It reports $1.9 billion in regulatory assets under management and employs 18 people. Halifax Investment Management, L.L.C. manages 8 private funds with combined gross assets of $1.9 billion, including Halifax Capital Partners IV, L.P. By regulatory assets, it ranks 2,241 of 6,004 private fund managers.
Halifax Investment Management, L.L.C. private funds
8 funds · $1.9B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Halifax Capital Partners IV, L.P. | Private Equity | $968.8M | $5M |
| Halifax Capital Partners V, LP | Private Equity | $716.1M | $5M |
| Halifax Capital Partners Iv-A, LP | Private Equity | $96.7M | $5M |
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Join to unlock · $37/moHalifax Investment Management, L.L.C. owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Charles Cathcart Control | Managing Partner | Under 5% | 2016 |
| David Yossi Bard Control | Partner | Under 5% | 2018 |
| Douglas Charles Hill Control | Partner | Under 5% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Halifax Investment Management, L.L.C. manage?
Halifax Investment Management, L.L.C. reports $1.9 billion in regulatory assets under management on its Form ADV.
How many private funds does Halifax Investment Management, L.L.C. manage?
Halifax Investment Management, L.L.C. manages 8 private funds with combined gross assets of $1.9 billion.
How many employees does Halifax Investment Management, L.L.C. have?
Halifax Investment Management, L.L.C. reports 18 employees.
Where is Halifax Investment Management, L.L.C. located?
Halifax Investment Management, L.L.C. is based in Raleigh, NC and has been SEC-registered since 2010.
Does Halifax Investment Management, L.L.C. disclose fund performance?
Halifax Investment Management, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3605 Glenwood Avenue, Suite 490, Raleigh, NC 27612 |
| Phone | 919-786-4420 |
| Fax | 919-786-4428 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.9B▲ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 23%
Larger than 77% of 16,271 advisers
AUM vs fund managersTop 37%
Larger than 63% of 6,004 private-fund managers
Number of fundsTop 30%
More funds than 70% of fund managers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$1.9Bregulatory AUM
Discretionary $1.9B