{
  "crd_number": 154493,
  "slug": "halyard-asset-management-llc-white-plains-ny-154493",
  "primary_business_name": "HALYARD ASSET MANAGEMENT LLC",
  "legal_name": "HALYARD ASSET MANAGEMENT LLC",
  "dbas": [],
  "city": "White Plains",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2010-07-21",
  "years_registered": 16,
  "period": "2026-10-01",
  "filing_date": "2026-03-26",
  "carried_forward": false,
  "raum_total": 2027676556.0,
  "raum_discretionary": 2027676556.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 1514890.0,
      "count": 1,
      "description": "PROPRIETARY ACCOUNT"
    },
    "charitable": {
      "raum": 6687882.0,
      "count": 3
    },
    "individuals": {
      "raum": 122201.0,
      "count": 1
    },
    "investment_companies": {
      "raum": 50661316.0,
      "count": 1
    },
    "other_investment_advisers": {
      "raum": 6506531.0,
      "count": 1
    },
    "high_net_worth_individuals": {
      "raum": 5246540.0,
      "count": 3
    },
    "pooled_investment_vehicles": {
      "raum": 1911304796.0,
      "count": 11
    },
    "corporations_other_businesses": {
      "raum": 45632400.0,
      "count": 2
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NY"
  ],
  "websites": [
    "https://halyardmgmt.com",
    "https://linkedin.com/COMPANY/HALYARD-ASSET-MANAGEMENT-LLC"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/154493",
  "city_as_filed": "WHITE PLAINS",
  "url": "https://advisorcensus.com/firm/halyard-asset-management-llc-white-plains-ny-154493",
  "display_name": "Halyard Asset Management LLC",
  "summary": "Halyard Asset Management LLC is an SEC-registered investment advisory firm in White Plains, NY, registered since 2010, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.",
  "citation": "AdvisorCensus. Halyard Asset Management LLC (CRD 154493): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Halyard Asset Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Halyard Asset Management LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Halyard Asset Management LLC located?",
      "a": "Halyard Asset Management LLC's principal office is in White Plains, NY, according to its Form ADV."
    },
    {
      "q": "Is Halyard Asset Management LLC registered with the SEC or a state?",
      "a": "Halyard Asset Management LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 154493."
    },
    {
      "q": "How much does Halyard Asset Management LLC manage?",
      "a": "Halyard Asset Management LLC reports $2,027,676,556 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary)."
    },
    {
      "q": "How have Halyard Asset Management LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Halyard Asset Management LLC: Regulatory assets under management: $1,410,780,152 in the October 2021 data and $2,027,676,556 in the October 2026 data, up 44%. Total employees: 5 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Halyard Asset Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (11); high net worth individuals (3); charitable organizations (3)."
    },
    {
      "q": "Which custodians does Halyard Asset Management LLC use?",
      "a": "Halyard Asset Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC and Principal Securities, Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Halyard Asset Management LLC report any disciplinary disclosures?",
      "a": "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/154493"
    },
    {
      "q": "What changed in Halyard Asset Management LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $1,537,513,474 to $2,027,676,556 (+32%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1410780152.0,
      "total_employees": 5,
      "filing_date": "2021-03-16"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1355176887.0,
      "total_employees": 5,
      "filing_date": "2022-03-02"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1739279131.0,
      "total_employees": 5,
      "filing_date": "2023-07-11"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1344005740.0,
      "total_employees": 4,
      "filing_date": "2024-02-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1537513474.0,
      "total_employees": 4,
      "filing_date": "2025-03-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2027676556.0,
      "total_employees": 4,
      "filing_date": "2026-03-26"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $1,537,513,474 to $2,027,676,556 (+32%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    },
    {
      "name": "Principal Securities, Inc.",
      "name_as_filed": "PRINCIPAL SECURITIES, INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/halyard-asset-management-llc-white-plains-ny-154493.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 122201.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 3,
      "fewer_than_5": false,
      "raum": 5246540.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 50661316.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 11,
      "fewer_than_5": false,
      "raum": 1911304796.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 3,
      "fewer_than_5": false,
      "raum": 6687882.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 1,
      "fewer_than_5": false,
      "raum": 6506531.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2,
      "fewer_than_5": false,
      "raum": 45632400.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 1,
      "fewer_than_5": false,
      "raum": 1514890.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/154493",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}