# Halseypoint Asset Management

> Halseypoint Asset Management is an SEC-registered investment advisory firm in El Segundo, CA, registered since 2019, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 20, 2026.

- CRD: 305194
- Filed as: HALSEYPOINT ASSET MANAGEMENT
- Legal name: Halseypoint Asset Management, LLC
- Also doing business as: SAGARD | HALSEYPOINT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: El Segundo, CA
- Filing period: October 2026
- Form ADV filing dated: July 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/305194
- AdvisorCensus page: https://advisorcensus.com/firm/halseypoint-asset-management-el-segundo-ca-305194

## Quick answers

**How is Halseypoint Asset Management compensated?**
On its Form ADV (Item 5.E, October 2026), Halseypoint Asset Management reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Halseypoint Asset Management located?**
Halseypoint Asset Management's principal office is in El Segundo, CA, according to its Form ADV.

**Is Halseypoint Asset Management registered with the SEC or a state?**
Halseypoint Asset Management is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 305194.

**How much does Halseypoint Asset Management manage?**
Halseypoint Asset Management reports $4,505,157,230 in regulatory assets under management in its Form ADV filing dated July 20, 2026 (100% discretionary).

**How have Halseypoint Asset Management's assets and staff changed since 2021?**
In the Form ADV data for Halseypoint Asset Management: Regulatory assets under management: $1,358,221,858 in the October 2021 data and $4,505,157,230 in the October 2026 data, up 232%. Total employees: 10 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Halseypoint Asset Management serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (10).

**Does Halseypoint Asset Management 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/305194

**What changed in Halseypoint Asset Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $3,569,702,002 to $4,505,157,230 (+26%).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $4,505,157,230
- Discretionary: $4,505,157,230
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 10 | $4,505,157,230 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2019 (7 years)
- Employees: 13 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- halseypoint.com
- LinkedIn @halseypoint-asset-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,358,221,858 | 10 | March 30, 2021 |
| October 2022 | $2,228,519,610 | 10 | March 29, 2022 |
| October 2023 | $2,593,672,656 | 12 | March 29, 2023 |
| October 2024 | $3,141,308,655 | 12 | March 18, 2024 |
| October 2025 | $3,569,702,002 | 12 | June 13, 2025 |
| October 2026 | $4,505,157,230 | 13 | July 20, 2026 |

Regulatory assets under management: $1,358,221,858 in the October 2021 data and $4,505,157,230 in the October 2026 data, up 232%.
Total employees: 10 in October 2021 and 13 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $3,569,702,002 to $4,505,157,230 (+26%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Halseypoint Asset Management (CRD 305194): Form ADV filing data as of October 2026.