# HALSEY ASSOCIATES, INC.

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

## Registration

- CRD: 281212
- Type: SEC-registered investment adviser
- SEC file number: 801-106568
- Location: 265 CHURCH STREET, 10TH FLOOR, SUITE 1006, NEW HAVEN, CT, 06510
- Phone: 203-772-0740
- Latest filing: 2019-03-22
- Regulatory AUM: $945.7M
- Discretionary AUM: $939.9M
- Non-discretionary AUM: $5.8M
- Clients: 7
- Accounts: 700

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Julian W James | EXECUTIVE VICE PRESIDENT; CHIEF COMPLIANCE OFFICER, DIRECTOR; EXECUTIVE VICE PRESIDENT, DIRECTOR | Wilmington, DE |
| ZOLDY JAMES STEPHEN | PRESIDENT, DIRECTOR | — |
| TREMBLAY NICOLE MARIE | CHIEF COMPLIANCE OFFICER; SECRETARY | — |
| BEIRNE THOMAS | VICE PRESIDENT | — |
| ELLIS THOMAS NELSON | VICE PRESIDENT | — |
| RYAN MARGARET ANNE | EXECUTIVE MANAGING DIRECTOR, DIRECTOR | — |
| GIM MARK KENYON WEVER | DIRECTOR; EXECUTIVE MANAGING DIRECTOR, DIRECTOR | — |
| DEVAULT DAVID VICTOR | CFO, TREASURER AND DIRECTOR | — |
| OHSBERG RONALD STEPHEN | CHIEF FINANCIAL OFFICER, TREASURER, DIRECTOR | — |
| HANDY EDWARD OTIS | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/281212/brochure
- Similar advisers: https://search.stillhousedata.com/firm/281212/similar
- Related entities: https://search.stillhousedata.com/firm/281212/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/281212

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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.