# Halcyon Global Advisors

> Halcyon Global Advisors is an SEC-registered investment advisory firm in Dallas, TX, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 170600
- Filed as: HALCYON GLOBAL ADVISORS
- Legal name: Halcyon Global Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/170600
- AdvisorCensus page: https://advisorcensus.com/firm/halcyon-global-advisors-dallas-tx-170600

## Quick answers

**How is Halcyon Global Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Halcyon Global Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.

**Where is Halcyon Global Advisors located?**
Halcyon Global Advisors' principal office is in Dallas, TX, according to its Form ADV.

**Is Halcyon Global Advisors registered with the SEC or a state?**
Halcyon Global Advisors is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 170600.

**How much does Halcyon Global Advisors manage?**
Halcyon Global Advisors reports $221,299,416 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (96% discretionary).

**How have Halcyon Global Advisors' assets and staff changed since 2021?**
In the Form ADV data for Halcyon Global Advisors: Regulatory assets under management: $121,439,077 in the October 2021 data and $221,299,416 in the October 2026 data, up 82%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Halcyon Global Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (92); high net worth individuals (52); corporations or other businesses not listed above (7).

**Which custodians does Halcyon Global Advisors use?**
Halcyon Global Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Halcyon Global Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/170600

**Does Halcyon Global Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated March 12, 2026 says: "Our minimum account size is $200,000, which may be waived by Halcyon in its discretion."

**What changed in Halcyon Global Advisors' recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $193,988,715 to $221,299,416 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 12, 2026)

- Account minimum: $200,000 (the brochure says it may be waived or negotiated)

> Our minimum account size is $200,000, which may be waived by Halcyon in its discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $221,299,416
- Discretionary: $212,778,005
- Non-discretionary: $8,521,411

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 92 | $27,128,860 |
| High net worth individuals | 52 | $173,144,573 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $6,029,563 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 7 | $14,996,420 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (6 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- halcyonga.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $121,439,077 | 2 | February 22, 2021 |
| October 2022 | $147,531,822 | 2 | August 24, 2022 |
| October 2023 | $138,120,359 | 2 | February 22, 2023 |
| October 2024 | $164,813,672 | 2 | February 7, 2024 |
| October 2025 | $193,988,715 | 2 | March 3, 2025 |
| October 2026 | $221,299,416 | 2 | March 12, 2026 |

Regulatory assets under management: $121,439,077 in the October 2021 data and $221,299,416 in the October 2026 data, up 82%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $193,988,715 to $221,299,416 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Halcyon Global Advisors (CRD 170600): Form ADV filing data as of October 2026.