HalseyPoint is an investment advisory firm that provides discretionary investment management to pooled investment vehicles, primarily for institutional and sophisticated investors. These vehicles include collateralized loan obligations (CLOs) and warehouse vehicles. HalseyPoint has broad investment authority, subject to specific rules outlined in indentures for CLOs and investment management agreements for separately managed accounts.
Assets Under Management$3.6B
Clients9
AdvisorsN/A
Avg. per Client$400M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
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