Halite Partners, LLC is a large advisory firm based in Columbus. It manages $110.56 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Florida, Illinois, Indiana, and 10 other states.
Halite Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. 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 Halite Partners, LLC is $110.56 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Halite Partners, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The company employs 12 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 8 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates 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 Halite Partners, LLC performs its advisory services is located at 5025 Arlington Centre Blvd., Columbus, OH 43220, which is also the mailing address of the firm. An additional office of the firm is in Palm Beach, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 614-924-0500. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at halitepartners.com.