Halcyon Capital Management LP is a large advisory firm based in New York. It manages $10.98 billion of regulatory assets for 62 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of New York.
Halcyon Capital Management provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and collateral management for clo entities. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Halcyon Capital Management LP is $10.98 billion. The firm's AUM has grown by 10% since the beginning of its operation, and $10.35 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Halcyon Capital Management LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Halcyon Capital Management is pooled investment vehicles with 33 clients and $2.95 billion of assets under management. Among the 10 most similar advisory firms, Halcyon Capital Management has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $2.95 billion for 33 clients. 71% of the firm’s clients are foreign persons or businesses.
Halcyon Capital Management also advises several private funds. Namely, nineteen hedge funds, one other private fund, one private equity fund, and twenty two securitized asset funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $200,000,000.
The company employs 92 people that are either part- or full-time employees. 35 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 5 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Halcyon Capital Management LP performs its advisory services is located at 477 Madison Avenue, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-303-9400 or by fax 212-935-1831. The normal business hours are 8:30 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at halcyonllc.com.