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Halseypoint Asset Management, LLC

● SEC registered since 2019CRD 305194SEC# 801-117358El Segundo, CA
Export (members)
Ranks #1,427 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$4.51B
Fund GAV
$4.51B
Private funds
10
Employees
13
Accounts
10
Location
El Segundo, CA

Halseypoint Asset Management, LLC assets under management

Halseypoint Asset Management, LLC operates as an SEC-registered investment adviser based in El Segundo, CA. The firm has been registered since 2019. It reports $4.5 billion in regulatory assets under management and employs 13 people. Halseypoint Asset Management, LLC manages 10 private funds with combined gross assets of $4.5 billion, including Sagard-Halseypoint CLO 10, Ltd. By regulatory assets, it ranks 1,427 of 6,004 private fund managers.

Halseypoint Asset Management, LLC private funds

10 funds · $4.51B GAV
FundTypeGross assetsMin.
Sagard-Halseypoint CLO 10, Ltd.Other Private$551.7M$250K
Halseypoint CLO 3, Ltd.Other Private$493.2M$100K
Halseypoint CLO 6, Ltd.Other Private$491M$100K
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Halseypoint Asset Management, LLC owners & executives

18 reported
NameTitleOwnershipSince
Halseypoint Holdco, LLC ControlMemberOver 75%2019
Lynn Ann Hopton ControlManaging MemberUnder 5%2019
Yvonne Ellen Stevens ControlChief Compliance Officer, Managing MemberUnder 5%2019
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Frequently asked questions

How much does Halseypoint Asset Management, LLC manage?

Halseypoint Asset Management, LLC reports $4.5 billion in regulatory assets under management on its Form ADV.

How many private funds does Halseypoint Asset Management, LLC manage?

Halseypoint Asset Management, LLC manages 10 private funds with combined gross assets of $4.5 billion.

How many employees does Halseypoint Asset Management, LLC have?

Halseypoint Asset Management, LLC reports 13 employees.

Where is Halseypoint Asset Management, LLC located?

Halseypoint Asset Management, LLC is based in El Segundo, CA and has been SEC-registered since 2019.

Does Halseypoint Asset Management, LLC disclose fund performance?

Halseypoint Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address200 N. Pacific Coast Highway, Suite 675, El Segundo, CA 90245
Phone424-220-6440
Office hours9:00a.m.-5:00p.m.
SEC regionLos Angeles Regional Office (LARO)
Umbrella registrationYes
Discloses disciplinary historyNo

Regulatory AUM

$4.51B▲ 26%
Mar '25 — $3.57BApr '25 — $3.57BMay '25 — $3.57BJun '25 — $3.57BJul '25 — $3.57BAug '25 — $3.57BSep '25 — $3.57BOct '25 — $3.57BNov '25 — $3.57BDec '25 — $3.57BJan '26 — $3.57BFeb '26 — $3.57BMar '26 — $4.51BApr '26 — $4.51BMay '26 — $4.51BJun '26 — $4.51B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 14%
Larger than 86% of 16,271 advisers
AUM vs fund managersTop 24%
Larger than 76% of 6,004 private-fund managers
Number of fundsTop 25%
More funds than 75% of fund managers
EmployeesTop 34%
More than 66% of 16,825 advisers

Assets under management

$4.51Bregulatory AUM
Discretionary $4.51B

Service providers

Custodian
Administrator