AUMdb

Halyard Asset Management Llc

SEC-registered Private Fund Manager · Mid-sized ($1B–$10B) CRD 154493 · SEC file 801-71687 · White Plains, NY · WWW.HALYARDMGMT.COM
☆ Save with Pro ADV data as of Mar 26, 2026
Regulatory AUM
$2.0B
Discretionary
$2.0B
Clients
23
Avg AUM / client
$88.2M
Accounts
23
Employees
4

AUM over time

$366M $2.0B
Dec 2011 Dec 2025

Annual snapshots from Form ADV filings · as of Mar 26, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 1 $122K 0.01%
High net worth individuals 3 $5.2M 0.26%
Investment companies 1 $50.7M 2.5%
Pooled investment vehicles (non-investment companies) 11 $1.9B 94.3%
Charitable organizations 3 $6.7M 0.33%
Other investment advisers 1 $6.5M 0.32%
Corporations and other businesses 2 $45.6M 2.25%
Other 1 $1.5M 0.07%

People (4)

NameRole / titleCredentialsWith firm sinceOwnership
Bergin, Martin, Hamilton Open Jan 2010 (17y) ≈ 18.75% – 50% via Dunn Capital Management, Llc
Boyd, Steven, Henry Managing Member Sep 2010 (16y) 25% – 50%
Kastner, Michael, Joseph Managing Member Sep 2010 (16y) 25% – 50%
Saleemah, Ahamed, Hassanali Chief Compliance Officer Sep 2010 (16y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Dunn Capital Management, Llc Member Sep 2010 A 25% – 50%

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Bergin, Martin, Hamilton: 75% – 100% of Dunn Capital Management, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/26/2026 1.02 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management

Services

  • Portfolio management for individuals/small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses/institutional clients

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.

View current Form ADV (SEC/IAPD) ↗