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HALSEYPOINT ASSET MANAGEMENT

EL SEGUNDO, CA · CRD 305194 · IAPD ↗ · 424-220-6440

$4.51BRegulatory AUM
9Advisory reps
13Employees
0Clients
n/aPlanning clients
10Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2026 — HALSEYPOINT ASSET MANAGEMENT reported RAUM up 26% ($3.57B -> $4.51B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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