Open · Halyard Asset Management LLC
Martin H. Bergin
CRD 5820351 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Halyard Asset Management LLC, an SEC-registered private fund adviser based in White Plains, NY with $2.0 billion in regulatory assets, lists Martin H. Bergin on its Form ADV as Open, a control person. The SEC filings also name Martin at 1 other registered adviser.
Firms and roles
- Halyard Asset Management LLCOpenPrivate fund adviser · White Plains, NY · $2.0B in regulatory assets
- Dunn Capital ManagementPresidentPrivate fund adviser · Stuart, FL · $269M in regulatory assets
AtlasMembers
Martin’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 each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Michael J. KastnerManaging Member, Halyard Asset Management LLC
- Saleemah H. AhamedChief Compliance Officer, Halyard Asset Management LLC
- Steven H. BoydManaging Member, Halyard Asset Management LLC
- David A. KauppiCFO, Dunn Capital Management
- James R. DaileyCEO, Dunn Capital Management
1 more person named with Martin on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Martin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.