Hallett Investments, LLC
● SEC registered since 2019CRD 306187SEC# 801-117651Port Angeles, WA
Reg. AUM
$157.9M
Employees
5
Accounts
780
Location
Port Angeles, WA
Hallett Investments, LLC assets under management
Hallett Investments, LLC is a registered investment adviser overseen by the SEC based in Port Angeles, WA. The firm has been registered since 2019. It reports $157.9 million in regulatory assets under management and employs 5 people.
Hallett Investments, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Holst Holdings, Inc Control | Managing Member/ Owner | Over 75% | 2019 |
| James Craig Holst Control | Chief Operating Officer/ Chief Compliance Officer | Under 5% | 2019 |
| James Dennis Hallett Control | Founding Principal | Under 5% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Hallett Investments, LLC manage?
Hallett Investments, LLC reports $157.9 million in regulatory assets under management on its Form ADV.
How many employees does Hallett Investments, LLC have?
Hallett Investments, LLC reports 5 employees.
Where is Hallett Investments, LLC located?
Hallett Investments, LLC is based in Port Angeles, WA and has been SEC-registered since 2019.
Does Hallett Investments, LLC disclose fund performance?
Hallett Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1506 East First Street, Port Angeles, WA 98362 |
| Phone | 360-457-6000 |
| Fax | 360-457-6030 |
| Office hours | 8:00 a.m. - 5:00 p.m. Pt |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$157.9M▲ 9%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$157.9Mregulatory AUM
Discretionary $157.9M