# HALSEY ASSOCIATES INC

HALSEY ASSOCIATES INC of NEW HAVEN, CT is an SEC-registered investment adviser.

## Registration

- CRD: 108301
- Type: SEC-registered investment adviser
- SEC file number: 801-13704
- Location: 234 CHURCH STREET, 10TH FLOOR, NEW HAVEN, CT, 06510
- Phone: 203-772-0740
- Latest filing: 2015-02-13
- Regulatory AUM: $880.0M
- Discretionary AUM: $874.4M
- Non-discretionary AUM: $5.6M
- Clients: 7
- Accounts: 696

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Julian W James | EXECUTIVE V.P. & DIRECTOR; PRESIDENT, CHIEF COMPLIANCE OFFICER & DIRECTOR; PRESIDENT, SECRETARY, CHIEF COMPLIANCE OFFICER & DIRECTOR (+1 more) | Wilmington, DE |
| ZOLDY JAMES STEPHEN | CHAIRMAN, TREASURER & DIRECTOR; PRESIDENT, SECRETARY & DIRECTOR | — |
| CURRAN WILLIAM EDMUND | VICE PRESIDENT & DIRECTOR | — |
| PELOSI MICHAEL RALPH | VICE PRESIDENT & DIRECTOR | — |
| MURPHYIII GRAYSON M-P | CHAIRMAN, TREASURER & DIRECTOR | — |
| BEIRNE THOMAS | VICE PRESIDENT & DIRECTOR; VICE PRESIDENT, SECRETARY & DIRECTOR | — |
| ELLIS THOMAS NELSON | VICE PRESIDENT & DIRECTOR | — |
| HALSEY JR RALPH WETMORE | HONONARY CHAIRMAN & DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108301/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108301/similar
- Related entities: https://search.stillhousedata.com/firm/108301/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108301

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.