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Building 2HALIFAX INVESTMENT MANAGEMENT, L.L.C.

Map pinRALEIGH, NC
Phone919-786-4420
NotebookSEC #801-71683
Total AUM
$1.9B
Employees
18
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3605 GLENWOOD AVENUE
SUITE 490
RALEIGH
NC 27612
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
919-786-4420
Other Offices
1

ReceiptFinancials

Total AUM
$1.9B
Accounts
8
Discretionary
$1.9B
Accounts
8
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
8
AUM
$1.9B

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
CONSULTING

Shield checkCompliance

Disclosures

None reported

State Registrations
DCNC

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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