Partner · Halifax Investment Management, L.L.C.
David Y. Bard
CRD 7529563 · Named on Form ADV at one SEC-registered adviser
At a glance
Halifax Investment Management, L.L.C., an SEC-registered private fund adviser based in Raleigh, NC with $1.9 billion in regulatory assets, lists David Y. Bard on its Form ADV as Partner, a control person.
Firms and roles
- Halifax Investment Management, L.L.C.PartnerPrivate fund adviser · Raleigh, NC · $1.9B in regulatory assets
AtlasMembers
David’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Scott PlumridgeManaging Partner, Halifax Investment Management, L.L.C.
- Christopher C. CathcartManaging Partner, Halifax Investment Management, L.L.C.
- Jr. A. T. HighChief Compliance Officer and Chief Financial Officer, Halifax Investment Management, L.L.C.
- Douglas C. HillPartner, Halifax Investment Management, L.L.C.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.