# HALO INVESTMENT SERVICES, LLC

HALO INVESTMENT SERVICES, LLC of MANHASSET, NY is an SEC-registered investment adviser.

## Registration

- CRD: 325613
- Type: SEC-registered investment adviser
- SEC file number: 801-127670
- Location: 1129 NORTHERN BLVD., SUITE 404, MANHASSET, NY, 11030
- Phone: 312-586-2790
- Latest filing: 2026-03-24
- Regulatory AUM: $60.0M
- Non-discretionary AUM: $60.0M
- Clients: 24
- Accounts: 7

## Business model

- Compensation: % of AUM
- Clients served: Charities, Other

## Officers, owners & control persons (17)

| Name | Role | Location |
| --- | --- | --- |
| Walter Alan Gilmore | CHIEF COMPLIANCE OFFICER | Pennington, NJ |
| James Patrick Fortescue | ELECTED MANAGER | — |
| Kristopher Robert Konrad | ELECTED MANAGER | — |
| Jason M Barsema | OWNER | — |
| Sunny Kulathaka | OWNER | — |
| Elizabeth Sunny Kulathakal | OWNER | — |
| Christopher Churchman Warren | HEAD OF ASSET & WEALTH MANAGEMENT | — |
| Dennis Monohan | HEAD OF INVESTMENT SOLUTIONS | — |
| SADZEWICZ GERY JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| QUALIO TYLER DAVID | MEMBER | — |
| CONDON EDWARD REGIS | CEO | — |
| BARSEMA JASON M | OWNER | — |
| KULATHAKA SUNNY | OWNER | — |
| KULATHAKAL ELIZABETH SUNNY | OWNER | — |
| MADALONE FRANK THOMAS | CEO; CHIEF EXECUTIVE OFFICER | — |
| WARREN CHRISTOPHER CHURCHMAN | HEAD OF ASSET & WEALTH MANAGEMENT | — |
| MONOHAN DENNIS | HEAD OF INVESTMENT SOLUTIONS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/325613/brochure
- Similar advisers: https://search.stillhousedata.com/firm/325613/similar
- Related entities: https://search.stillhousedata.com/firm/325613/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/325613

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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.