HALIFAX INVESTMENT MANAGEMENT, L.L.C.
CRD #152789 SEC #801-71683 RALEIGH, NC 919-786-4420
SEC Registered Private Funds
Total AUM
$1.8B
Discretionary
$1.8B
Employees
16
Clients
--
Accounts
8
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.8B | $1.8B | $0 | 16 | 0 |
| Aug 2024 | $1.6B | $1.6B | $0 | 16 | 0 |
| Mar 2024 | $1.6B | $1.6B | $0 | 16 | 0 |
| Mar 2023 | $1.3B | $1.3B | $0 | 20 | 0 |
| Mar 2022 | $1.1B | $1.1B | $0 | 21 | 0 |
| Mar 2021 | $956.7M | $956.7M | $0 | 21 | 0 |
| Mar 2020 | $857.4M | $857.4M | $0 | 20 | 0 |
| May 2019 | $883.7M | $883.7M | $0 | 20 | 0 |
| Apr 2019 | $883.7M | $883.7M | $0 | 20 | 0 |
| Apr 2019 | $883.7M | $883.7M | $0 | 20 | 0 |
| Apr 2019 | $883.7M | $883.7M | $0 | 20 | 0 |
| Mar 2019 | $856.4M | $856.4M | $0 | 20 | 0 |
| Mar 2018 | $974.5M | $974.5M | $0 | 18 | 0 |
| Mar 2017 | $951.5M | $951.5M | $0 | 16 | 1 |
| Mar 2016 | $848M | $848M | $0 | 15 | 1 |
| Mar 2015 | $907M | $907M | $0 | 15 | 1 |
| Mar 2014 | $909.3M | $909.3M | $0 | 15 | 1 |
| Mar 2013 | $868M | $868M | $0 | 14 | 1 |
| Mar 2012 | $728.7M | $728.7M | $0 | 11 | 1 |
| Mar 2011 | $305.8M | $305.8M | $0 | -- | -- |
| Jan 2011 | $303.1M | $303.1M | $0 | -- | -- |
| Jul 2010 | $303.1M | $303.1M | $0 | -- | -- |
| Jul 2010 | $303.1M | $303.1M | $0 | -- | -- |
DateMar 2025
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees16
Clients0
DateAug 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees16
Clients0
DateMar 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees16
Clients0
DateMar 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees20
Clients0
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees21
Clients0
DateMar 2021
Total AUM$956.7M
Discretionary$956.7M
Non-Disc.$0
Employees21
Clients0
DateMar 2020
Total AUM$857.4M
Discretionary$857.4M
Non-Disc.$0
Employees20
Clients0
DateMay 2019
Total AUM$883.7M
Discretionary$883.7M
Non-Disc.$0
Employees20
Clients0
DateApr 2019
Total AUM$883.7M
Discretionary$883.7M
Non-Disc.$0
Employees20
Clients0
DateApr 2019
Total AUM$883.7M
Discretionary$883.7M
Non-Disc.$0
Employees20
Clients0
DateApr 2019
Total AUM$883.7M
Discretionary$883.7M
Non-Disc.$0
Employees20
Clients0
DateMar 2019
Total AUM$856.4M
Discretionary$856.4M
Non-Disc.$0
Employees20
Clients0
DateMar 2018
Total AUM$974.5M
Discretionary$974.5M
Non-Disc.$0
Employees18
Clients0
DateMar 2017
Total AUM$951.5M
Discretionary$951.5M
Non-Disc.$0
Employees16
Clients1
DateMar 2016
Total AUM$848M
Discretionary$848M
Non-Disc.$0
Employees15
Clients1
DateMar 2015
Total AUM$907M
Discretionary$907M
Non-Disc.$0
Employees15
Clients1
DateMar 2014
Total AUM$909.3M
Discretionary$909.3M
Non-Disc.$0
Employees15
Clients1
DateMar 2013
Total AUM$868M
Discretionary$868M
Non-Disc.$0
Employees14
Clients1
DateMar 2012
Total AUM$728.7M
Discretionary$728.7M
Non-Disc.$0
Employees11
Clients1
DateMar 2011
Total AUM$305.8M
Discretionary$305.8M
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$303.1M
Discretionary$303.1M
Non-Disc.$0
Employees--
Clients--
DateJul 2010
Total AUM$303.1M
Discretionary$303.1M
Non-Disc.$0
Employees--
Clients--
DateJul 2010
Total AUM$303.1M
Discretionary$303.1M
Non-Disc.$0
Employees--
Clients--