# Halyard Asset Management LLC

> 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.

- CRD: 154493
- Filed as: HALYARD ASSET MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: White Plains, NY
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/154493
- AdvisorCensus page: https://advisorcensus.com/firm/halyard-asset-management-llc-white-plains-ny-154493

## Quick answers

**How is Halyard Asset Management LLC compensated?**
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.

**Where is Halyard Asset Management LLC located?**
Halyard Asset Management LLC's principal office is in White Plains, NY, according to its Form ADV.

**Is Halyard Asset Management LLC registered with the SEC or a state?**
Halyard Asset Management LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 154493.

**How much does Halyard Asset Management LLC manage?**
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).

**How have Halyard Asset Management LLC's assets and staff changed since 2021?**
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.

**What types of clients does Halyard Asset Management LLC serve?**
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).

**Which custodians does Halyard Asset Management LLC use?**
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.

**Does Halyard Asset Management LLC 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/154493

**What changed in Halyard Asset Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,537,513,474 to $2,027,676,556 (+32%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Pershing LLC
- Principal Securities, 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: $2,027,676,556
- Discretionary: $2,027,676,556
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $122,201 |
| High net worth individuals | 3 | $5,246,540 |
| Investment companies | 1 | $50,661,316 |
| Pooled investment vehicles (other than investment companies and business development companies) | 11 | $1,911,304,796 |
| Charitable organizations | 3 | $6,687,882 |
| Other investment advisers | 1 | $6,506,531 |
| Corporations or other businesses not listed above | 2 | $45,632,400 |
| Other | 1 | $1,514,890 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2010 (16 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- halyardmgmt.com
- LinkedIn @HALYARD-ASSET-MANAGEMENT-LLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,410,780,152 | 5 | March 16, 2021 |
| October 2022 | $1,355,176,887 | 5 | March 2, 2022 |
| October 2023 | $1,739,279,131 | 5 | July 11, 2023 |
| October 2024 | $1,344,005,740 | 4 | February 1, 2024 |
| October 2025 | $1,537,513,474 | 4 | March 26, 2025 |
| October 2026 | $2,027,676,556 | 4 | March 26, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,537,513,474 to $2,027,676,556 (+32%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Halyard Asset Management LLC (CRD 154493): Form ADV filing data as of October 2026.