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HALYARD ASSET MANAGEMENT LLC

CRD 154493File 801-71687
APPROVED
Retail clients
Filing as of Mar 26, 2026
Feed vintage Aug 17, 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

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 typeClientsAUM
Other2$45.6M
Investment companies1$50.7M
Charitable organizations3$6.7M
Other investment advisers1$6.5M
High net worth individuals3$5.2M
Pooled investment vehicles11$1.91B
Individuals (other than high net worth individuals)1$122K

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 17, 2026Clients2322
Aug 12, 2026RegistrationAPPROVED

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.