Halcyon Global Advisors

Halcyon Global Advisors, LLC is a registered investment advisory firm established in January 2014 and located in Dallas, Texas. The firm offers asset management services, financial planning, and consulting services, tailored to individual client needs and objectives. Clients' investment objectives and restrictions are considered in the development of personalized financial plans. The firm manages $186,705,352 on a discretionary basis and $7,283,363 on a non-discretionary basis as of December 31, 2024. Halcyon charges asset management fees based on total assets under management, with fees ranging from 1.25% to 2.50%. Financial planning fees are negotiable and vary based on the complexity of services provided. Performance-based fees may be assessed for certain clients meeting specific criteria. The firm may sponsor a wrap fee program, where a portion of fees paid is retained as a management fee. Clients have the option to impose restrictions on investments based on personal values or beliefs, with a minimum account size requirement of $200,000, which may be waived at the firm's discretion. Halcyon uses fundamental analysis, quantitative analysis, and Modern Portfolio Theory in its investment strategies, with a focus on long-term investment approaches. The firm conducts periodic reviews of client accounts and provides regular reports to clients. Halcyon does not vote on client securities proxies and does not have custody of client funds.