Halsey Associates Overview

  • Founded
  • 1967
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Halsey Associates General Information


Provider of investment advisory services. The company provides comprehensive investment counseling services to high-net-worth families, corporations, foundations and endowment clients.

Contact Information

Ownership Status
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Primary Office
  • 234 Church Street
  • 10th Floor
  • New Haven, CT 06510
  • United States
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Halsey Associates Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Halsey Associates Executive Team (2)

Name Title Board Seat Contact Info
Kenneth Julian President
Ralph Halsey Founder
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Halsey Associates Board Members (1)

Name Representing Role Since
00000 00000 Halsey Associates Chairman 000 0000
To view Halsey Associates’s complete board members history, request access »