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HALIFAX INVESTMENT MANAGEMENT, L.L.C.

RALEIGH, NC · CRD 152789 · IAPD ↗ · thehalifaxgroup.com · 919-786-4420

$1.90BRegulatory AUM
16Advisory reps
18Employees
0Clients
n/aPlanning clients
8Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2024 — HALIFAX INVESTMENT MANAGEMENT, L.L.C. shrank from 18 to 14 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.