PPrivate Fund Data Log in Join · $37/mo

Halbert Hargrove Global Advisors, LLC

● SEC registered since 1988CRD 105515SEC# 801-33048Long Beach, CA
Export (members)
Reg. AUM
$3.52B
Employees
52
Accounts
4,671
Location
Long Beach, CA

Halbert Hargrove Global Advisors, LLC assets under management

Halbert Hargrove Global Advisors, LLC is a registered investment adviser overseen by the SEC based in Long Beach, CA. The firm has been registered since 1988. It reports $3.5 billion in regulatory assets under management and employs 52 people.

Halbert Hargrove Global Advisors, LLC owners & executives

9 reported
NameTitleOwnershipSince
Brenden Patrick Melrose ControlChief Compliance OfficerUnder 5%2023
Brian Michael Spinelli ControlCo-Chief Investment OfficerUnder 5%2022
Cecilia Townsley Williams ControlChief Operating OfficerUnder 5%2012
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Halbert Hargrove Global Advisors, LLC manage?

Halbert Hargrove Global Advisors, LLC reports $3.5 billion in regulatory assets under management on its Form ADV.

How many employees does Halbert Hargrove Global Advisors, LLC have?

Halbert Hargrove Global Advisors, LLC reports 52 employees.

Where is Halbert Hargrove Global Advisors, LLC located?

Halbert Hargrove Global Advisors, LLC is based in Long Beach, CA and has been SEC-registered since 1988.

Does Halbert Hargrove Global Advisors, LLC disclose fund performance?

Halbert Hargrove Global Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address111 West Ocean Boulevard, 23rd Floor, Long Beach, CA 90802-7908
Phone562-435-5657
Fax562-435-0774
Office hours8:00 a.m. - 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1484205
Discloses disciplinary historyNo

Assets under management

Discretionary$3.45B
Non-discretionary$70M
Total (RAUM)$3.52B