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Hallett Investments, LLC

● SEC registered since 2019CRD 306187SEC# 801-117651Port Angeles, WA
Export (members)
Reg. AUM
$145.2M
Employees
5
Accounts
746
Location
Port Angeles, WA

Hallett Investments, LLC assets under management

Hallett Investments, LLC is a registered investment adviser overseen by the SEC based in Port Angeles, WA. The firm has been registered since 2019. It reports $145.2 million in regulatory assets under management and employs 5 people.

Hallett Investments, LLC owners & executives

4 reported
NameTitleOwnershipSince
Holst Holdings, Inc ControlManaging Member/ OwnerOver 75%2019
James Craig Holst ControlChief Operating Officer/ Chief Compliance OfficerUnder 5%2019
James Dennis Hallett ControlFounding PrincipalUnder 5%2019
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Frequently asked questions

How much does Hallett Investments, LLC manage?

Hallett Investments, LLC reports $145.2 million in regulatory assets under management on its Form ADV.

How many employees does Hallett Investments, LLC have?

Hallett Investments, LLC reports 5 employees.

Where is Hallett Investments, LLC located?

Hallett Investments, LLC is based in Port Angeles, WA and has been SEC-registered since 2019.

Does Hallett Investments, LLC disclose fund performance?

Hallett Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1506 East First Street, Port Angeles, WA 98362
Phone360-457-6000
Fax360-457-6030
Office hours8:00 a.m. - 5:00 p.m. Pt
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$145.2M
Non-discretionary$0
Total (RAUM)$145.2M