HALSEY ASSOCIATES INC
CRD #108301 SEC #801-13704 NEW HAVEN, CT 203-772-0740
SEC Registered
Total AUM
$790.8M
Discretionary
$776.6M
Employees
7
Clients
--
Accounts
686
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2015 | $880M | $874.4M | $5.6M | 7 | 300 |
| Nov 2014 | $849.9M | $840.4M | $9.5M | 7 | 300 |
| Oct 2014 | $849.9M | $840.4M | $9.5M | 7 | 300 |
| Mar 2014 | $849.9M | $840.4M | $9.5M | 7 | 300 |
| Feb 2014 | $849.9M | $840.4M | $9.5M | 7 | 300 |
| Jun 2013 | $790.8M | $776.6M | $14.2M | 7 | 300 |
| Feb 2013 | $790.8M | $776.6M | $14.2M | 7 | 300 |
| Mar 2012 | $753M | $742.1M | $10.9M | 6 | 300 |
| May 2011 | $709.6M | $686.9M | $22.8M | 10 | -- |
| Feb 2011 | $709.6M | $686.9M | $22.8M | 10 | -- |
| Jan 2011 | $648.1M | $590.2M | $57.9M | 10 | -- |
| Oct 2010 | $648.1M | $590.2M | $57.9M | 10 | -- |
| Sep 2010 | $648.1M | $590.2M | $57.9M | 10 | -- |
| Oct 2009 | $591.6M | $540.3M | $51.4M | 10 | -- |
| Mar 2009 | $591.6M | $540.3M | $51.4M | 10 | -- |
| Mar 2008 | $913.5M | $826.3M | $87.2M | 10 | -- |
| Mar 2007 | $874.9M | $790.7M | $84.3M | 10 | -- |
| Mar 2002 | $526.2M | $330.3M | $195.8M | 10 | -- |
DateFeb 2015
Total AUM$880M
Discretionary$874.4M
Non-Disc.$5.6M
Employees7
Clients300
DateNov 2014
Total AUM$849.9M
Discretionary$840.4M
Non-Disc.$9.5M
Employees7
Clients300
DateOct 2014
Total AUM$849.9M
Discretionary$840.4M
Non-Disc.$9.5M
Employees7
Clients300
DateMar 2014
Total AUM$849.9M
Discretionary$840.4M
Non-Disc.$9.5M
Employees7
Clients300
DateFeb 2014
Total AUM$849.9M
Discretionary$840.4M
Non-Disc.$9.5M
Employees7
Clients300
DateJun 2013
Total AUM$790.8M
Discretionary$776.6M
Non-Disc.$14.2M
Employees7
Clients300
DateFeb 2013
Total AUM$790.8M
Discretionary$776.6M
Non-Disc.$14.2M
Employees7
Clients300
DateMar 2012
Total AUM$753M
Discretionary$742.1M
Non-Disc.$10.9M
Employees6
Clients300
DateMay 2011
Total AUM$709.6M
Discretionary$686.9M
Non-Disc.$22.8M
Employees10
Clients--
DateFeb 2011
Total AUM$709.6M
Discretionary$686.9M
Non-Disc.$22.8M
Employees10
Clients--
DateJan 2011
Total AUM$648.1M
Discretionary$590.2M
Non-Disc.$57.9M
Employees10
Clients--
DateOct 2010
Total AUM$648.1M
Discretionary$590.2M
Non-Disc.$57.9M
Employees10
Clients--
DateSep 2010
Total AUM$648.1M
Discretionary$590.2M
Non-Disc.$57.9M
Employees10
Clients--
DateOct 2009
Total AUM$591.6M
Discretionary$540.3M
Non-Disc.$51.4M
Employees10
Clients--
DateMar 2009
Total AUM$591.6M
Discretionary$540.3M
Non-Disc.$51.4M
Employees10
Clients--
DateMar 2008
Total AUM$913.5M
Discretionary$826.3M
Non-Disc.$87.2M
Employees10
Clients--
DateMar 2007
Total AUM$874.9M
Discretionary$790.7M
Non-Disc.$84.3M
Employees10
Clients--
DateMar 2002
Total AUM$526.2M
Discretionary$330.3M
Non-Disc.$195.8M
Employees10
Clients--