← Directory
HALYARD ASSET MANAGEMENT LLC
CRD 154493File 801-71687
APPROVED
Retail clients
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.03B
Top 25% of cohort (national)
Discretionary AUM
$2.03B
Clients
22
23 accounts
Employees
4
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jul 21, 2010
- Principal office
- 399 KNOLLWOOD ROAD, SUITE 107B, WHITE PLAINS, NY, 10603
- Phone
- 914-437-5600
- Website
- HTTPS://WWW.HALYARDMGMT.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.03B
- Discretionary AUM
- $2.03B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 23
- Non-discretionary accounts
- 0
- Total accounts
- 23
- AUM per client
- $92.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $45.6M |
| Investment companies | 1 | $50.7M |
| Charitable organizations | 3 | $6.7M |
| Other investment advisers | 1 | $6.5M |
| High net worth individuals | 3 | $5.2M |
| Pooled investment vehicles | 11 | $1.91B |
| Individuals (other than high net worth individuals) | 1 | $122K |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 23 | 22 | decreased by1 |
| Apr 1, 2026 | Clients | 20 | 23 | increased by3 |
| Apr 1, 2026 | AUM | $1,537,513,474 | $2,027,676,556 | increased by$490,163,082 |
| Apr 1, 2026 | Accounts | 20 | 23 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 4 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 24 | 20 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,355,176,887 | $1,537,513,474 | increased by$182,336,587 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 24 | 20 | decreased by4 |
| Apr 1, 2022 | Clients | 26 | 24 | decreased by2 |
| Apr 1, 2022 | AUM | $1,410,780,152 | $1,355,176,887 | decreased by$55,603,265 |
| Apr 1, 2022 | Accounts | 26 | 24 | decreased by2 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HALYARD ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HALYARD ASSET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.