Halcyon Event Driven Management LP (New York)


Halcyon Event Driven Management LP is a large advisory firm based in New York. It manages $3.68 billion of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of New York.

Halcyon Event Driven Management provides portfolio management for pooled investment vehicles. 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 Event Driven Management: assets under management

The assets under management (AUM) of Halcyon Event Driven Management LP is $3.68 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $3.68 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $216.26 million each.
Halcyon Event Driven Management has custody of $2.03 billion in cash and securities for 10 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Halcyon Event Driven 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.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
John Michael Bader Managing principal 1 Dec 2012 25% - 50% 1622355
Halcyon Management Partners Gp Llc General partner 1 Dec 2012 Other 46-1589073

Based in New York

The principal office where Halcyon Event Driven Management LP performs its advisory services is located at 477 Madison Avenue, 8 Th Fl, New York, NY 10022 5843, 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.