Halifax Investment Management, L.L.C.

Fee-Only (% of Portfolio)

Halifax Investment Management provides investment advice to its affiliated private equity funds, known as the Halifax Funds. These funds focus on small-cap and lower middle-market buyout and growth capital investments, typically in private companies. Halifax's services include identifying potential investments, recommending management strategies, monitoring performance, and preparing compliance reports. Investments in Halifax Funds are offered privately to qualified investors, including institutional investors and high-net-worth individuals.

Assets Under Management$1.8B
Clients8
AdvisorsN/A
Avg. per Client$230M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

Halifax Investment Management does not directly manage investments for individual investors. They manage investments for private equity funds. The fees for these funds are disclosed in the private offering materials.

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