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HALCYON GLOBAL ADVISORS
HALCYON GLOBAL ADVISORS, LLC
CRD 170600 · SEC 801-118182
15660 DALLAS PARKWAY, SUITE 1425, DALLAS, TX, 75248, United States
Phone
(972) 499-8278
Fax
(972) 499-8278
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$221.3M
Discretionary AUM
$212.8M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 92 | $27.1M |
| High net worth individuals | 52 | $173.1M |
| Pension/profit sharing plans | 3 | $6.0M |
| Corporations/business entities | 7 | $15.0M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD