Halbert Hargrove Global Advisors is an investment advisor in Long Beach with $3.03 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Halbert, Hargrove/Russell LLC
SEC CIK
IRS number
330804608
SEC advisor number
801-33048
FINRA CRD number
105515
AUM ?
$3.16 bn
(as of 25 Mar 24)
Accounts
4,434
(as of 25 Mar 24)
Employees
49
(36 investment advisory or research)
Address
Halbert Hargrove Global Advisors
111 WEST OCEAN BOULEVARD, SUITE 2300
LONG BEACH
CA 90802
111 WEST OCEAN BOULEVARD, SUITE 2300
LONG BEACH
CA 90802
Phone
562-435-5657
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
SC 13G/A
Stone Ridge Trust II
28 Mar 24
SC 13G/A
PREDEX Capital Management, LLC
2 Feb 24
SC 13G
Stone Ridge Trust V
2 Feb 24
SC 13G/A
Stone Ridge Trust II
2 Feb 24
13F-HR
Quarterly holdings report by institutional manager
24 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Oct 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
25 Apr 23
SC 13G
Stone Ridge Trust II
13 Feb 23