RIA Intelligence

HALSEYPOINT ASSET MANAGEMENT, LLC

Legal name: HALSEYPOINT ASSET MANAGEMENT

CRD #305194 SEC #801-117358 EL SEGUNDO, CA 424-220-6440
SEC Registered Private Funds
Total AUM
$3.6B
Discretionary
$3.6B
Employees
12
Clients
--
Accounts
9

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 13, 2025
Branch Offices
0
LEI
549300NH4SCNIXVGYC09

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
HOPTON, LYNN, ANNIMANAGING MEMBERNA Control
HOPTON, LYNN, ANNIMANAGING MEMBERNA Control
HOPTON, LYNN, ANNIMANAGING MEMBERNA Control
HOPTON, LYNN, ANNIMANAGING MEMBERNA Control
HOPTON, LYNN, ANNIMANAGING MEMBERNA Control
HOPTON, LYNN, ANNIMANAGING MEMBERNA Control
HOPTON, LYNN, ANNIMANAGING MEMBERNA Control
HOPTON, LYNN, ANNIMANAGING MEMBERNA Control
HOPTON, LYNN, ANNIMANAGING MEMBERNA Control
HOPTON, LYNN, ANNIMANAGING MEMBERNA Control
STEVENS, YVONNE, ELLENICHIEF COMPLIANCE OFFICER, MANAGING MEMBERNA Control
STEVENS, YVONNE, ELLENICHIEF COMPLIANCE OFFICER, MANAGING MEMBERNA Control
STEVENS, YVONNE, ELLENICHIEF COMPLIANCE OFFICER, MANAGING MEMBERNA Control
STEVENS, YVONNE, ELLENICHIEF COMPLIANCE OFFICER, MANAGING MEMBERNA Control
STEVENS, YVONNE, ELLENICHIEF COMPLIANCE OFFICER, MANAGING MEMBERNA Control
STEVENS, YVONNE, ELLENICHIEF COMPLIANCE OFFICER, MANAGING MEMBERNA Control
STEVENS, YVONNE, ELLENICHIEF COMPLIANCE OFFICER, MANAGING MEMBERNA Control
STEVENS, YVONNE, ELLENICHIEF COMPLIANCE OFFICER, MANAGING MEMBERNA Control
STEVENS, YVONNE, ELLENICHIEF COMPLIANCE OFFICER, MANAGING MEMBERNA Control
STEVENS, YVONNE, ELLENICHIEF COMPLIANCE OFFICER, MANAGING MEMBERNA Control
HALSEYPOINT HOLDCO, LLCDEMEMBERE Control
HALSEYPOINT HOLDCO, LLCDEMEMBERE Control
HALSEYPOINT HOLDCO, LLCDEMEMBERE Control
HALSEYPOINT HOLDCO, LLCDEMEMBERE Control
HALSEYPOINT HOLDCO, LLCDEMEMBERE Control
HALSEYPOINT HOLDCO, LLCDEMEMBERE Control
HALSEYPOINT HOLDCO, LLCDEMEMBERE Control
HALSEYPOINT HOLDCO, LLCDEMEMBERE Control
HALSEYPOINT HOLDCO, LLCDEMEMBERE Control
HALSEYPOINT HOLDCO, LLCDEMEMBERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
DESMARAIS, ANDRE, ROGERITHE DESMARAIS FAMILY RESIDUARY TRUSTF Control
DESMARAIS, PAUL, GUYITHE DESMARAIS FAMILY RESIDUARY TRUSTF Control
DESMARAIS, SOPHIE, CAROLINEITHE DESMARAIS FAMILY RESIDUARY TRUSTF Control
DOER, GARY, ALBERTITHE DESMARAIS FAMILY RESIDUARY TRUSTF Control
FLEMING, GREGORY, JAMESITHE DESMARAIS FAMILY RESIDUARY TRUSTF Control
ADVANTAGE CAPITAL HOLDINGS LLCDEPACA-HALSEY, LLCE Control
ADVANTAGE CAPITAL HOLDINGS LLCDEPACA-HALSEY, LLCE Control
ADVANTAGE CAPITAL HOLDINGS LLCDEPACA-HALSEY, LLCE Control
ADVANTAGE CAPITAL HOLDINGS LLCDEPACA-HALSEY, LLCE Control
ADVANTAGE CAPITAL HOLDINGS LLCDEPACA-HALSEY, LLCE Control
ADVANTAGE CAPITAL HOLDINGS LLCDEPACA-HALSEY, LLCE Control
ADVANTAGE CAPITAL HOLDINGS LLCDEPACA-HALSEY, LLCE Control
KING, KENNETH, NMNIADVANTAGE CAPITAL HOLDINGS LLCE Control
KING, KENNETH, NMNIADVANTAGE CAPITAL HOLDINGS LLCE Control
KING, KENNETH, NMNIADVANTAGE CAPITAL HOLDINGS LLCE Control
KING, KENNETH, NMNIADVANTAGE CAPITAL HOLDINGS LLCE Control
KING, KENNETH, NMNIADVANTAGE CAPITAL HOLDINGS LLCE Control
KING, KENNETH, NMNIADVANTAGE CAPITAL HOLDINGS LLCE Control
POWER CORPORATION OF CANADAFESAGARD HOLDINGS PARTICIPATION INC.E Control
SAGARD HOLDINGS MANAGEMENT INC.FESAGARD CAPITAL PARTNERS MANAGEMENT CORP.E Control
SAGARD HOLDINGS PARTICIPATION INC.FESAGARD HOLDINGS INC.E Control
THE DESMARAIS FAMILY RESIDUARY TRUSTFEPANSOLO HOLDING INC.E Control
HOPTON, LYNN, ANNIHP ACQUISITION, LLCD Control
HOPTON, LYNN, ANNIHP ACQUISITION, LLCD Control
HOPTON, LYNN, ANNIHP ACQUISITION, LLCD Control
HOPTON, LYNN, ANNIHP ACQUISITION, LLCD Control
HOPTON, LYNN, ANNIHP ACQUISITION, LLCD Control
HOPTON, LYNN, ANNIHP ACQUISITION, LLCD Control
HOPTON, LYNN, ANNIHP ACQUISITION, LLCD Control
HOPTON, LYNN, ANNIHP ACQUISITION, LLCD Control
HP ACQUISITION, LLCDEHALSEYPOINT HOLDCO, LLCD Control
HP ACQUISITION, LLCDEHALSEYPOINT HOLDCO, LLCD Control
HP ACQUISITION, LLCDEHALSEYPOINT HOLDCO, LLCD Control
HP ACQUISITION, LLCDEHALSEYPOINT HOLDCO, LLCD Control
HP ACQUISITION, LLCDEHALSEYPOINT HOLDCO, LLCD Control
HP ACQUISITION, LLCDEHALSEYPOINT HOLDCO, LLCD Control
HP ACQUISITION, LLCDEHALSEYPOINT HOLDCO, LLCD Control
KING, KENNETH, NMNIADVANTAGE CAPITAL HOLDINGS LLCD Control
PACA-HALSEY, LLCDEHALSEYPOINT HOLDCO, LLCD Control
PACA-HALSEY, LLCDEHALSEYPOINT HOLDCO, LLCD Control
PACA-HALSEY, LLCDEHALSEYPOINT HOLDCO, LLCD Control
PANSOLO HOLDING INC.FEPOWER CORPORATION OF CANADAD Control
SAGARD HOLDINGS INC.FESAGARD HOLDINGS MANAGEMENT INC.D Control
STEVENS, YVONNE, ELLENIHP ACQUISITION, LLCD Control
STEVENS, YVONNE, ELLENIHP ACQUISITION, LLCD Control
STEVENS, YVONNE, ELLENIHP ACQUISITION, LLCD Control
STEVENS, YVONNE, ELLENIHP ACQUISITION, LLCD Control
STEVENS, YVONNE, ELLENIHP ACQUISITION, LLCD Control
STEVENS, YVONNE, ELLENIHP ACQUISITION, LLCD Control
STEVENS, YVONNE, ELLENIHP ACQUISITION, LLCD Control
STEVENS, YVONNE, ELLENIHP ACQUISITION, LLCD Control
HP ACQUISITION, LLCDEHALSEYPOINT HOLDCO, LLCC Control
PACA-HALSEY, LLCDEHALSEYPOINT HOLDCO, LLCC Control
PACA-HALSEY, LLCDEHALSEYPOINT HOLDCO, LLCC Control
PACA-HALSEY, LLCDEHALSEYPOINT HOLDCO, LLCC Control
PACA-HALSEY, LLCDEHALSEYPOINT HOLDCO, LLCC Control
SAGARD CAPITAL PARTNERS MANAGEMENT CORP.DEHALSEYPOINT HOLDCO, LLCC Control

Registrations

Federal

IA
Jun 13, 2025 REGISTERED

Notice Filings (1)

CA

Address

200 N. PACIFIC COAST HIGHWAY
SUITE 675
EL SEGUNDO, CA 90245
United States
Phone: 424-220-6440