HALSEY ADVISORY AND MANAGEMENT, LLC
Legal name: HALSEY ADVISORY AND MANAGEMENT, LLC
CRD #109799 SEC #801-57028 NEW YORK, NY (212) 237-1414
SEC Registered
Total AUM
$31.3M
Discretionary
$24.9M
Employees
5
Clients
--
Accounts
77
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2009 | $14.4M | $10.9M | $3.5M | 5 | -- |
| Mar 2009 | $14.4M | $10.9M | $3.5M | 5 | -- |
| Jan 2008 | $25.9M | $19.7M | $6.2M | 5 | -- |
| Jan 2008 | $31.3M | $24.9M | $6.4M | 5 | -- |
| Jan 2007 | $31.3M | $24.9M | $6.4M | 5 | -- |
| Mar 2006 | $36.7M | $30.8M | $6M | 5 | -- |
| Mar 2004 | $34.4M | $29.6M | $4.8M | 5 | -- |
| Oct 2003 | $33.8M | $29.6M | $4.2M | 5 | -- |
| Mar 2002 | $33.4M | $29.3M | $4M | 5 | -- |
DateMar 2009
Total AUM$14.4M
Discretionary$10.9M
Non-Disc.$3.5M
Employees5
Clients--
DateMar 2009
Total AUM$14.4M
Discretionary$10.9M
Non-Disc.$3.5M
Employees5
Clients--
DateJan 2008
Total AUM$25.9M
Discretionary$19.7M
Non-Disc.$6.2M
Employees5
Clients--
DateJan 2008
Total AUM$31.3M
Discretionary$24.9M
Non-Disc.$6.4M
Employees5
Clients--
DateJan 2007
Total AUM$31.3M
Discretionary$24.9M
Non-Disc.$6.4M
Employees5
Clients--
DateMar 2006
Total AUM$36.7M
Discretionary$30.8M
Non-Disc.$6M
Employees5
Clients--
DateMar 2004
Total AUM$34.4M
Discretionary$29.6M
Non-Disc.$4.8M
Employees5
Clients--
DateOct 2003
Total AUM$33.8M
Discretionary$29.6M
Non-Disc.$4.2M
Employees5
Clients--
DateMar 2002
Total AUM$33.4M
Discretionary$29.3M
Non-Disc.$4M
Employees5
Clients--