Halcyon Global Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$200,273,433
This total excludes 10 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
144
36% high-net worth
Advisors
1
of 2 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
144
Very HighAverage account size
$1,390,788
About
Halcyon Global Advisors provides discretionary asset management and project-based financial planning and consulting to individuals, high-net-worth individuals, corporations, and other business entities. Its portfolio services cover custodial accounts invested in stocks, bonds, mutual funds, ETFs, REITs, and options, with client-specific Investment Policy Statements guiding implementation.
The firm’s investment process combines fundamental and quantitative analysis with modern portfolio theory and a generally long-term strategy, and accounts are reviewed at least annually. Accounts are typically managed on a discretionary basis, and Halcyon may enter into negotiated performance-based fee arrangements for qualified clients.
Halcyon is an uncommon sponsor of a wrap-fee program and, according to its brochure, offers only wrap programs to clients, which bundles management, transaction costs, and fund expenses into a single program. The firm also notes it may pay estate-planning or tax-preparation services on a case-by-case basis, participates in Schwab Advisor Services for custody and institutional support, and does not vote client proxies (clients retain responsibility for proxy voting).
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Real estate investing
Fee options
Financial planning fixed fees range from $1,500 to $7,500, negotiable and based on complexity.
$0 - $500,000: 2.50% $500,000 - $1,000,000: 1.50% $1,000,000+: 1.25%
Performance fee: 1.00% management fee plus 20% of returns exceeding a 5% net excess return, only for qualified clients.
Account minimum: $200,000 (may be waived by Halcyon in its discretion)
Main office location
Halcyon Global Advisors
15660 Dallas Parkway, Suite 1425
Dallas TX 75248, United States
Number of offices
1
Most active in
Halcyon Global Advisors has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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