HALCYON INVESTMENT ADVISOR

HALCYON INVESTMENT ADVISOR is an SEC-registered investment adviser (CRD 327727). Regulatory assets under management: $49.7M.

Registration

• CRD: 327727
• Type: Registered investment adviser
• Phone: 213-469-8925
• Latest filing: 2026-07-01
• Regulatory AUM: $49.7M
• Discretionary AUM: $49.7M
• Clients: 3
• Accounts: 73

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327727 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search