The HALKIN ASSET MANAGEMENT is a privately held investment adviser that advises $1.38Bn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. HALKIN ASSET MANAGEMENT is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 452.93% over the last 5-years.
The Group has been registered with the SEC for 10.29 years and is comprised of 2 filing and 2 relying advisers. They operate out of 3 office locations with their Headquarters at 345 N. MAPLE DRIVE SUITE 350, BEVERLY HILLS, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 4 US and Non-US bodies.
They have 27 employees comprised of 20 investment and 7 non-investment staff. The total number of Employees increased by 350% over the last 5-years.
Their $1.38Bn in assets advised are owned by 4 private funds, 1 public fund and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $1.13Bn or 81.91% of Total Assets and Investment Companies (IC) own $250mn or 18.09% of Total Assets.
The Group's top investment strategies include Traditional LBO and Early Stage, representing 97.79% and 2.21% of total assets, respectively.
They advise 2 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Investment Companies (IC).
The Group uses 1 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 2 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
HALKIN ASSET MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.