Halo Investment Services, LLC
● SEC registered since 2023CRD 325613SEC# 801-127670Manhasset, NY
Reg. AUM
$60M
Employees
24
Accounts
7
Location
Manhasset, NY
Halo Investment Services, LLC assets under management
Halo Investment Services, LLC is an investment advisory firm registered with the SEC based in Manhasset, NY. The firm has been registered since 2023. It reports $60 million in regulatory assets under management and employs 24 people.
Halo Investment Services, LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Churchman Warren Control | Head Of Asset & Wealth Management | Under 5% | 2024 |
| Dennis Monohan Control | Head Of Investment Solutions | Under 5% | 2024 |
| Halo Advisor Holdings LLC Control | Owner | Over 75% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Halo Investment Services, LLC manage?
Halo Investment Services, LLC reports $60 million in regulatory assets under management on its Form ADV.
How many employees does Halo Investment Services, LLC have?
Halo Investment Services, LLC reports 24 employees.
Where is Halo Investment Services, LLC located?
Halo Investment Services, LLC is based in Manhasset, NY and has been SEC-registered since 2023.
Does Halo Investment Services, LLC disclose fund performance?
Halo Investment Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1129 Northern Blvd., Suite 404, Manhasset, NY 11030 |
| Phone | 312-586-2790 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$60M▲ 84%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 21%
More than 79% of 16,825 advisers
Assets under management
$60Mregulatory AUM
Discretionary $0Non-discretionary $60M