CRD: 154898
Halo Capital Management, LLC
Fairfax, VA, 22033
7038737591
$49.5M Total AUM
$46.4M Disc. AUM
-- 3Y CAGR
1 Employees
53 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-31-2010
- Office Locations
- 1
Office Locations
-- Vienna VA
About Halo Capital Management, LLC
Halo Capital Management, LLC is a Fairfax-based RIA. The firm has been operating for 15 years. Managing $49.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Insurance, Life Insurance.
Team overview
55 AVG AGE
$49.5M AVG AUM / ADVISOR
$934.5K AVG AUM / CLIENT
15.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Capital frontier Delta
Client Personas
Insight ember
Investment Themes
Crest Glacier meridian
Investment Vehicles
Bridge summit
Services
Focus peak Vector Horizon zenith Legacy
Owner & Executives
R
RAJESH JHA
Chief Compliance Officer, Managing Director
- CRD
- #4217705
- Ownership
- 75% or more
(602) 319-3570
unison.glacier@vectorcapital.com
in linkedin.com/in/timber-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,408,000 | -- |
| Non-Discretionary | $3,120,000 | -- |
| Total | $49,528,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $49,528,000
Public Funds:
30.8% Cash:
38.9% Equity - Exchange:
30.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,422,435,713 | 30.8% |
| Cash | $3,059,504,845 | 38.9% |
| Equity - Exchange | $2,383,110,458 | 30.3% |
| Total | $7,865,051,016 | 100.0% |