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Verified 10 Nov 2026

Halcyon Global Advisors

Halcyon Global Advisors is a fee-only boutique family office in Dallas, Texas, offering financial planning and investment management to business owners, professionals and families. Its stated approach is to own individual companies rather than investment products, concentrate on a small number of ideas and invest across sectors, regions and company sizes. Its Form ADV filed on 12 March 2026 reported $221 million in regulatory assets for 52 clients.

Type
Multi-family office
Location
Dallas, Texas, United States
Sectors
Public equities, Fixed income
Fund size / AUM
$221M regulatory AUM (Form ADV, filed 2026-03-12)
Latest fund or filing
12 Mar 2026

Contacts on file

For Halcyon Global Advisors, the paid file holds: 1 named decision-maker with roles; firm contact email.

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Sources

Last checked 10 Nov 2026. Is something wrong? Tell us.

Appears in 7 lists