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Halifax Investment Management, L.L.C.

● SEC registered since 2010CRD 152789SEC# 801-71683Raleigh, NC
Export (members)
Ranks #1,999 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$1.81B
Fund GAV
$1.81B
Private funds
8
Employees
16
Accounts
8
Location
Raleigh, NC

Halifax Investment Management, L.L.C. assets under management

Halifax Investment Management, L.L.C. is an investment advisory firm registered with the SEC based in Raleigh, NC. The firm has been registered since 2010. It reports $1.8 billion in regulatory assets under management and employs 16 people. Halifax Investment Management, L.L.C. manages 8 private funds with combined gross assets of $1.8 billion, including Halifax Capital Partners IV, L.P. By regulatory assets, it ranks 1,999 of 5,911 private fund managers.

Halifax Investment Management, L.L.C. private funds

8 funds · $1.81B GAV
FundTypeGross assetsMin.
Halifax Capital Partners IV, L.P.Private Equity$856.9M$5M
Halifax Capital Partners V, LPPrivate Equity$643.2M$5M
Halifax Capital Partners Iv-A, LPPrivate Equity$183M$5M
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Halifax Investment Management, L.L.C. owners & executives

8 reported
NameTitleOwnershipSince
Christopher Charles Cathcart ControlManaging PartnerUnder 5%2016
David Yossi Bard ControlPartnerUnder 5%2018
Douglas Charles Hill ControlSr. PartnerUnder 5%2019
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Frequently asked questions

How much does Halifax Investment Management, L.L.C. manage?

Halifax Investment Management, L.L.C. reports $1.8 billion in regulatory assets under management on its Form ADV.

How many private funds does Halifax Investment Management, L.L.C. manage?

Halifax Investment Management, L.L.C. manages 8 private funds with combined gross assets of $1.8 billion.

How many employees does Halifax Investment Management, L.L.C. have?

Halifax Investment Management, L.L.C. reports 16 employees.

Where is Halifax Investment Management, L.L.C. located?

Halifax Investment Management, L.L.C. is based in Raleigh, NC and has been SEC-registered since 2010.

Does Halifax Investment Management, L.L.C. disclose fund performance?

Halifax Investment Management, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3605 Glenwood Avenue, Suite 490, Raleigh, NC 27612
Phone919-786-4420
Fax919-786-4428
Office hours9:00 a.m. To 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.81B
Non-discretionary$0
Total (RAUM)$1.81B

Service providers

Auditor