Halcyon Long/Short Management LP (New York)

Name: Halcyon Long/Short Management LP
Address: 477 Madison Avenue, New York, NY, 10022
Telephone: 212-303-9400

Halcyon Long/Short Management LP is a large advisory firm based in New York. It manages $300.42 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2014.

Halcyon Long/Short Management provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. 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 Long/Short Management: assets under management

The assets under management (AUM) of Halcyon Long/Short Management LP is $300.42 million. The firm's AUM has grown by 83% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $290.42 million in discretionary accounts and $10 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $72.61 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $10 million.

Halcyon Long/Short Management has custody of $279.95 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Halcyon Long/Short Management LP 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 Long/Short Management LP

John Michael Bader has been acting as President since 1 Jul 2013. Mark Nelson Simons joined the executive team most recently as the Portfolio Manager, Managing Principal.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Paul Hirschfeld	Chief operating officer	1 Jul 2013	Other	1574394
Aaron Goldberg	Chief financial officer	1 Jul 2013	Other	4650748
Manish Kumar Mital	General counsel	1 Jul 2013	Other	5314435
Suzanne Mcdermott	Chief compliance officer and associate general counsel	1 Jul 2013	Other	5631150
Halcyon Management Holdings Gp Llc	General partner	1 Jul 2013	Other	80-0877805
Joseph Wolf Hill	Director of client relations	1 Jul 2013	Other	849241
John Michael Bader	Chairman	1 Jul 2013	Other	1622355
Kevah Ross Konner	Vice chairman	1 Jul 2013	Other	1387228
Halcyon Management Holdings Lp	Limited partner	1 Jul 2013	75% - 100%	80-0877872
Mark Nelson Simons	Portfolio manager, managing principal	1 Nov 2015	Other	1967811

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
John Michael Bader	Managing principal	1 Dec 2012	25% - 50%	1622355
Halcyon Management Partners Lp	Limited partner	1 Dec 2012	75% - 100%	90-0919086
Halcyon Management Holdings Gp Llc	General partner	1 Dec 2012	Other	80-0877805

Based in New York

The principal office where Halcyon Long/Short Management LP 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 212-486-9581. The normal business hours are 8:30am-6:00pm on Monday - Friday. You can find more information about the New York firm at halcyonllc.com.