RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Connecticut
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 27, 2013
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BEIRNE, THOMASIVICE PRESIDENT & DIRECTORNA Control
BEIRNE, THOMASIVICE PRESIDENT & DIRECTORNA Control
BEIRNE, THOMASIVICE PRESIDENT, SECRETARY & DIRECTORNA Control
BEIRNE, THOMASIVICE PRESIDENT, SECRETARY & DIRECTORNA Control
BEIRNE, THOMASIVICE PRESIDENT, SECRETARY & DIRECTORNA Control
BEIRNE, THOMASIVICE PRESIDENT, SECRETARY & DIRECTORNA Control
BEIRNE, THOMASIVICE PRESIDENT, SECRETARY & DIRECTORNA Control
BEIRNE, THOMASIVICE PRESIDENT, SECRETARY & DIRECTORNA Control
BEIRNE, THOMASIVICE PRESIDENT, SECRETARY & DIRECTORNA Control
BEIRNE, THOMASIVICE PRESIDENT, SECRETARY & DIRECTORNA Control
BEIRNE, THOMASIVICE PRESIDENT, SECRETARY & DIRECTORNA Control
BEIRNE, THOMASIVICE PRESIDENT, SECRETARY & DIRECTORNA Control
BEIRNE, THOMASIVICE PRESIDENT, SECRETARY & DIRECTORNA Control
BEIRNE, THOMASIVICE PRESIDENT, SECRETARY & DIRECTORNA Control
BEIRNE, THOMASIVICE PRESIDENT, SECRETARY & DIRECTORNA Control
CURRAN, WILLIAM, EDMUNDIVICE PRESIDENT & DIRECTORNA Control
ELLIS, THOMAS, NELSONIVICE PRESIDENT & DIRECTORNA Control
ELLIS, THOMAS, NELSONIVICE PRESIDENT & DIRECTORNA Control
ELLIS, THOMAS, NELSONIVICE PRESIDENT & DIRECTORNA Control
ELLIS, THOMAS, NELSONIVICE PRESIDENT & DIRECTORNA Control
ELLIS, THOMAS, NELSONIVICE PRESIDENT & DIRECTORNA Control
ELLIS, THOMAS, NELSONIVICE PRESIDENT & DIRECTORNA Control
ELLIS, THOMAS, NELSONIVICE PRESIDENT & DIRECTORNA Control
ELLIS, THOMAS, NELSONIVICE PRESIDENT & DIRECTORNA Control
ELLIS, THOMAS, NELSONIVICE PRESIDENT & DIRECTORNA Control
ELLIS, THOMAS, NELSONIVICE PRESIDENT & DIRECTORNA Control
ELLIS, THOMAS, NELSONIVICE PRESIDENT & DIRECTORNA Control
ELLIS, THOMAS, NELSONIVICE PRESIDENT & DIRECTORNA Control
ZOLDY, JAMES, STEPHENICHAIRMAN, TREASURER & DIRECTORD Control
ZOLDY, JAMES, STEPHENICHAIRMAN, TREASURER & DIRECTORD Control
ZOLDY, JAMES, STEPHENICHAIRMAN, TREASURER & DIRECTORD Control
ZOLDY, JAMES, STEPHENICHAIRMAN, TREASURER & DIRECTORD Control
ZOLDY, JAMES, STEPHENICHAIRMAN, TREASURER & DIRECTORD Control
JULIAN, KENNETH, JAMESIPRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER & DIRECTORC Control
JULIAN, KENNETH, JAMESIPRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER & DIRECTORC Control
JULIAN, KENNETH, JAMESIPRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER & DIRECTORC Control
JULIAN, KENNETH, JAMESIPRESIDENT, CHIEF COMPLIANCE OFFICER & DIRECTORC Control
JULIAN, KENNETH, JAMESIPRESIDENT, CHIEF COMPLIANCE OFFICER & DIRECTORC Control
JULIAN, KENNETH, JAMESIPRESIDENT, CHIEF COMPLIANCE OFFICER & DIRECTORC Control
JULIAN, KENNETH, JAMESIPRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER & DIRECTORC Control
JULIAN, KENNETH, JAMESIEXECUTIVE V.P. & DIRECTORC Control
JULIAN, KENNETH, JAMESIPRESIDENT, CHIEF COMPLIANCE OFFICER & DIRECTORC Control
JULIAN, KENNETH, JAMESIPRESIDENT, CHIEF COMPLIANCE OFFICER & DIRECTORC Control
JULIAN, KENNETH, JAMESIPRESIDENT, CHIEF COMPLIANCE OFFICER & DIRECTORC Control
JULIAN, KENNETH, JAMESIPRESIDENT, CHIEF COMPLIANCE OFFICER & DIRECTORC Control
JULIAN, KENNETH, JAMESIPRESIDENT, CHIEF COMPLIANCE OFFICER & DIRECTORC Control
JULIAN, KENNETH, JAMESIPRESIDENT, CHIEF COMPLIANCE OFFICER & DIRECTORC Control
JULIAN, KENNETH, JAMESIPRESIDENT, CHIEF COMPLIANCE OFFICER & DIRECTORC Control
JULIAN, KENNETH, JAMESIPRESIDENT, CHIEF COMPLIANCE OFFICER & DIRECTORC Control
JULIAN, KENNETH, JAMESIPRESIDENT, CHIEF COMPLIANCE OFFICER & DIRECTORC Control
JULIAN, KENNETH, JAMESIPRESIDENT, CHIEF COMPLIANCE OFFICER & DIRECTORC Control
MURPHY,III, GRAYSON, M-P.ICHAIRMAN, TREASURER & DIRECTORC Control
ZOLDY, JAMES, STEPHENICHAIRMAN, TREASURER & DIRECTORC Control
ZOLDY, JAMES, STEPHENICHAIRMAN, TREASURER & DIRECTORC Control
ZOLDY, JAMES, STEPHENICHAIRMAN, TREASURER & DIRECTORC Control
ZOLDY, JAMES, STEPHENICHAIRMAN, TREASURER & DIRECTORC Control
ZOLDY, JAMES, STEPHENIPRESIDENT, SECRETARY & DIRECTORC Control
ZOLDY, JAMES, STEPHENICHAIRMAN, TREASURER & DIRECTORC Control
ZOLDY, JAMES, STEPHENICHAIRMAN, TREASURER & DIRECTORC Control
ZOLDY, JAMES, STEPHENICHAIRMAN, TREASURER & DIRECTORC Control
ZOLDY, JAMES, STEPHENICHAIRMAN, TREASURER & DIRECTORC Control
ZOLDY, JAMES, STEPHENICHAIRMAN, TREASURER & DIRECTORC Control
ZOLDY, JAMES, STEPHENICHAIRMAN, TREASURER & DIRECTORC Control
ZOLDY, JAMES, STEPHENICHAIRMAN, TREASURER & DIRECTORC Control
ZOLDY, JAMES, STEPHENICHAIRMAN, TREASURER & DIRECTORC Control
CURRAN, WILLIAM, EDMUNDIVICE PRESIDENT & DIRECTORB Control
PELOSI, MICHAEL, RALPHIVICE PRESIDENT & DIRECTORB
PELOSI, MICHAEL, RALPHIVICE PRESIDENT & DIRECTORB

Registrations

Federal

IA
Feb 27, 2013 REGISTERED

Notice Filings (8)

CA CT FL MA NH NY TX VA

Address

234 CHURCH STREET
10TH FLOOR
NEW HAVEN, CT 06510
United States
Phone: 203-772-0740