Halcyon Management Acquisition Company LLC (New York)

Name: Halcyon Management Acquisition Company LLC
Address: 477 Madison Avenue, New York, NY, 10022
Telephone: 212-303-9400

Halcyon Management Acquisition Company LLC is a large advisory firm based in New York. It manages $1.77 billion of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2010.

Halcyon Management Acquisition Company provides portfolio management for pooled investment vehicles and collateral management for clo entities. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Halcyon Management Acquisition Company: assets under management

The assets under management (AUM) of Halcyon Management Acquisition Company LLC is $1.77 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 489% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.77 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $252.43 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Halcyon Management Acquisition Company LLC for their services and products based on a percentage of assets under management and performance-based fees. 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.

Careers at Halcyon Management Acquisition Company LLC

John M. Bader has been acting as President since 1 Dec 2009. Halcyon Management Partners Lp joined the executive team most recently as the Limited Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Suzanne Mcdermott	Chief compliance officer, associate general counsel	1 Dec 2009	Other	5631150
David Numa Snyder	Portfolio manager	1 Dec 2009	Other	5773960
Manish Mital	General counsel, vice president, secretary	1 Dec 2009	Other	5314435
Thomas Paul Hirschfeld	Chief operating officer, vice president	1 Dec 2009	Other	1574394
Aaron Goldberg	Chief financial officer, vice president, treasurer	1 Dec 2009	Other	4650748
John M. Bader	Chairman	1 Dec 2009	Other	1622355
Kevah Ross Konner	Vice chairman	1 Dec 2009	Other	1387228
Ross Smead	Chief investment officer, portfolio manager	1 Dec 2009	Other	5208228
Brian Yorke	Portfolio manager, head trader	1 Dec 2009	Other	5208232
Joseph Wolf Hill	Director of client relations	1 Dec 2009	Other	849241
Halcyon Holdings Llc	Managing member	1 Mar 2010	75% - 100%	22-3939921
Suzanne Mcdermott	Chief compliance officer, associate general counsel	1 Mar 2010	Other	5631150
David Numa Snyder	Executive officer	1 Mar 2010	Other	5773960
Manish Mital	General counsel	1 Mar 2010	Other	5314435
Thomas Paul Hirschfeld	Manager, chief operating officer	1 Mar 2010	Other	1574394
Aaron Goldberg	Chief financial officer	1 Mar 2010	Other	4650748
Kevah Ross Konner	Manager	1 Mar 2010	Other	1387228
Ross Smead	Manager, chief investment officer	1 Mar 2010	Other	5208228
Brian Yorke	Manager	1 Mar 2010	Other	5208232
James William Sykes	Manager	1 Mar 2010	Other	441518
Halcyon Loan Management Llc	Member	1 Mar 2010	75% - 100%	27-2341953
Alan Slifka Estate Of	Member	1 Feb 2011	Other	426359
Halcyon Loan Management Llc	Member	1 Aug 2012	75% - 100%	27-2341953

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
John M. Bader	Managing principal	1 Mar 2010	25% - 50%	1622355
Halcyon Management Holdings Lp	Member	1 Aug 2012	75% - 100%	80-0877872
John M. Bader	Managing principal	1 Dec 2012	25% - 50%	1622355
Halcyon Management Partners Lp	Limited partner	1 Dec 2012	75% - 100%	90-0919086

Based in New York

The principal office where Halcyon Management Acquisition Company LLC performs its advisory services is located at 477 Madison Avenue, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-303-9400 or by fax 212-935-1831. The normal business hours are 8:30 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at halcyonllc.com.