The COHALO ADVISORY is a privately held investment adviser that advises $1.35Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. COHALO ADVISORY is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 19,005.07% over the last 5-years.
The Group has been registered with the SEC for 1.96 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 35302 SE CENTER STREET SUITE 503, SNOQUALMIE, WASHINGTON. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 1 employees comprised of 1 investment and 0 non-investment staff. The total number of Employees decreased by 50% over the last 5-years.
Their $1.35Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 3 other accounts. Assets of Other Investment Advisers clients own $1.34Bn or 99.52% of Total Assets and Individuals own $3.6mn or 0.27% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are Other Investment Advisers and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
COHALO ADVISORY names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.