RIA Intelligence

HALITE PARTNERS, LLC

CRD #289182 SEC #801-110910 COLUMBUS, OH 614-924-0500
SEC Registered
Total AUM
$110.6M
Discretionary
$110.6M
Employees
12
Clients
0
Accounts
1

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 28, 2018
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
COOK, NORMAN, GARYICHIEF COMPLIANCE OFFICERNA Control
COOK, NORMAN, GARYICHIEF COMPLIANCE OFFICERNA Control
COOK, NORMAN, GARYICHIEF COMPLIANCE OFFICERNA Control
SHAFFER, PHIL, CICHIEF COMPLIANCE OFFICER AND MANAGERE Control
SHAFFER, PHIL, CICHIEF COMPLIANCE OFFICER AND MEMBERE Control
SHAFFER, PHIL, CICHIEF COMPLIANCE OFFICER AND MEMBERE Control
SHAFFER, PHIL, CIFOUNDERE Control
SHAFFER, PHILIP, CARLIMANAGING MEMBERE Control
SHAFFER, PHILIP, CARLIMANAGING MEMBERE Control

Registrations

Federal

IA
Mar 28, 2018 REGISTERED

Notice Filings (13)

FL IL IN MI MO NC NY OH PA TN TX VA WI

Address

5025 ARLINGTON CENTRE BLVD.
STE. 540
COLUMBUS, OH 43220
United States
Phone: 614-924-0500