# Halo Partners

> Halo Partners is an exempt reporting adviser in Encinitas, CA, filing reports since 2026. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 340004
- Filed as: HALO PARTNERS
- Legal name: Halo Partners, L.P.
- Reporting status: Exempt reporting adviser (status as filed: ERA - Active)
- Location: Encinitas, CA
- Filing period: October 2026
- Form ADV filing dated: February 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/340004
- AdvisorCensus page: https://advisorcensus.com/firm/halo-partners-encinitas-ca-340004

## Quick answers

**Where is Halo Partners located?**
Halo Partners' principal office is in Encinitas, CA, according to its Form ADV.

**How does Halo Partners report to regulators?**
Halo Partners is an exempt reporting adviser, filing reports since 2026. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 340004.

**Does Halo Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/340004

**What changed in Halo Partners' recent Form ADV filings?**
In the March 2026 filing data: Began filing reports as an exempt reporting adviser.

## From the Form ADV filing

### Firm details
- Reporting since: 2026 (0 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- halopartners.com
- LinkedIn @halopartnerslp

## Changes in the filing (last 12 months)

### March 2026
- Began filing reports as an exempt reporting adviser.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Halo Partners (CRD 340004): Form ADV filing data as of October 2026.