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HALYARD ASSET MANAGEMENT

Business and Investment Profile

The HALYARD ASSET MANAGEMENT is a privately held investment adviser that advises $3.05Bn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. HALYARD ASSET MANAGEMENT is a Public/Private Fund Assets increased by 73.81% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 16.04 years and is comprised of 2 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 399 KNOLLWOOD ROAD SUITE 107B, WHITE PLAINS, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.

Employee Profile

They have 31 employees comprised of 9 investment and 22 non-investment staff. The total number of Employees increased by 520% over the last 5-years.

Asset Profile

Their $3.05Bn in assets advised are owned by 12 private funds, 1 public fund and BDCs and 6 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $2.18Bn or 71.52% of Total Assets and Investment Companies (IC) own $803.82mn or 26.37% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Derivatives, representing 100% of total assets, respectively.

Client Profile

They advise 7 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and Investment Companies (IC).

Service Provider Profile

The Group uses 1 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses management fees.

Sub-Advisers

HALYARD 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.

Full profile: HALYARD ASSET MANAGEMENT

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Keywords: Halyard Asset Management, Dunn Capital Management, Dunn, Halyard
Generated 2026-09-12T06:48:36.121801.  © 2026 Convergence.