HALSEY ASSOCIATES, INC.
Legal name: HALSEY ASSOCIATES
CRD #281212 SEC #801-106568 NEW HAVEN, CT 203-772-0740
SEC Registered
Total AUM
$945.7M
Discretionary
$939.9M
Employees
7
Clients
1
Accounts
700
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $945.7M | $939.9M | $5.8M | 7 | 0 |
| Mar 2018 | $1B | $992.3M | $9.7M | 7 | 0 |
| Mar 2017 | $889.7M | $883.7M | $6M | 7 | 300 |
| Jan 2017 | $835.8M | $830.2M | $5.6M | 7 | 300 |
| Mar 2016 | $835.8M | $830.2M | $5.6M | 7 | 300 |
| Feb 2016 | $867.2M | $861.6M | $5.6M | 7 | 300 |
| Aug 2015 | $867.2M | $861.6M | $5.6M | 7 | 300 |
DateMar 2019
Total AUM$945.7M
Discretionary$939.9M
Non-Disc.$5.8M
Employees7
Clients0
DateMar 2018
Total AUM$1B
Discretionary$992.3M
Non-Disc.$9.7M
Employees7
Clients0
DateMar 2017
Total AUM$889.7M
Discretionary$883.7M
Non-Disc.$6M
Employees7
Clients300
DateJan 2017
Total AUM$835.8M
Discretionary$830.2M
Non-Disc.$5.6M
Employees7
Clients300
DateMar 2016
Total AUM$835.8M
Discretionary$830.2M
Non-Disc.$5.6M
Employees7
Clients300
DateFeb 2016
Total AUM$867.2M
Discretionary$861.6M
Non-Disc.$5.6M
Employees7
Clients300
DateAug 2015
Total AUM$867.2M
Discretionary$861.6M
Non-Disc.$5.6M
Employees7
Clients300