HALCYON GLOBAL ADVISORS

Legal name: HALCYON GLOBAL ADVISORS, LLC

CRD 170600File 801-118182

APPROVED

Retail clients

Filing as of Mar 12, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$221.3M

Below cohort median (national)

Discretionary AUM

$212.8M

Non-discretionary $8.5M

Clients

154

449 accounts

Employees

Below cohort median in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Mar 6, 2020
Principal office: 15660 DALLAS PARKWAY, SUITE 1425, DALLAS, TX, 75248
Phone: (972) 499-8278
Website: https://www.halcyonga.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $221.3M
Discretionary AUM: $212.8M
Non-discretionary AUM: $8.5M
Discretionary accounts: 363
Non-discretionary accounts: 86
Total accounts: 449
AUM per client: $1.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	7	$15.0M
High net worth individuals	52	$173.1M
Pension and profit sharing plans	Fewer than 5	$6.0M
Individuals (other than high net worth individuals)	92	$27.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Performance-based fees
A percentage of assets under your management

Advisory activities

Financial planning services
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

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.