Data / Investment advisers / New York / Halyard Asset Management LLC
Halyard Asset Management LLC, White Plains, NY: $2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Halyard Asset Management LLC is an SEC registered investment adviser with its main office in White Plains, New York and reports $2 billion in regulatory assets under management in its Form ADV filed March 26, 2026. Its clients include pooled investment vehicles, investment companies and corporations and other businesses. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 154493
- SEC file number
- 801-71687
- SEC status
- Approved, effective July 21, 2010
- Main office
- 399 Knollwood Road Suite 107b, White Plains, NY 10603
- Phone
- (914) 437-5600
- Website
- halyardmgmt.com
- Regulatory AUM
- $2,027,676,556 in the Form ADV filed March 26, 2026
- Discretionary AUM
- $2,027,676,556
- Accounts
- 23
- Employees
- 4, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 11 | $1.91 billion |
| Investment companies | 1 | $50.7 million |
| Corporations or other businesses | 2 | $45.6 million |
| Charitable organizations | 3 | $6.7 million |
| Other investment advisers | 1 | $6.5 million |
| High net worth individuals | 3 | $5.2 million |
| Individuals (other than high net worth individuals) | 1 | $122,201 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $2.03 billion | March 26, 2026 |
| December 1, 2025 | $1.54 billion | March 26, 2025 |
Other advisers in White Plains
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| The Portfolio Strategy Group, LLC | White Plains | $2.62 billion | 1 | adviserinfo.sec.gov |
| Rethink Capital Partners, LLC | White Plains | $2.23 billion | 27 | adviserinfo.sec.gov |
| Tortoise Investment Management, LLC | White Plains | $2.07 billion | Not listed | adviserinfo.sec.gov |
| Matrix Asset Advisors Inc | White Plains | $1.40 billion | Not listed | adviserinfo.sec.gov |
| Lyonross Capital Management, LLC | White Plains | $880.5 million | Not listed | adviserinfo.sec.gov |
| LNK Partners, LLC | White Plains | $748.6 million | 3 | adviserinfo.sec.gov |
| Jade Mountain Partners, LLC | White Plains | $588.4 million | 6 | adviserinfo.sec.gov |
| Madison Advisory Services, Inc. | White Plains | $509.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in White Plains, NY
- Investment advisers in New York
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving investment companies
- Halyard Asset Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.