Halyard Asset Management Llc
- Regulatory AUM
- $2.0B
- Discretionary
- $2.0B
- Clients
- 23
- Avg AUM / client
- $88.2M
- Accounts
- 23
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1 | $122K | 0.01% |
| High net worth individuals | 3 | $5.2M | 0.26% |
| Investment companies | 1 | $50.7M | 2.5% |
| Pooled investment vehicles (non-investment companies) | 11 | $1.9B | 94.3% |
| Charitable organizations | 3 | $6.7M | 0.33% |
| Other investment advisers | 1 | $6.5M | 0.32% |
| Corporations and other businesses | 2 | $45.6M | 2.25% |
| Other | 1 | $1.5M | 0.07% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bergin, Martin, Hamilton | Open | Jan 2010 (17y) | ≈ 18.75% – 50% via Dunn Capital Management, Llc | |
| Boyd, Steven, Henry | Managing Member | Sep 2010 (16y) | 25% – 50% | |
| Kastner, Michael, Joseph | Managing Member | Sep 2010 (16y) | 25% – 50% | |
| Saleemah, Ahamed, Hassanali | Chief Compliance Officer | Sep 2010 (16y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Dunn Capital Management, Llc | Member | Sep 2010 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Bergin, Martin, Hamilton: 75% – 100% of Dunn Capital Management, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Northern Trust $655M (43% of AUM) Mar 2025
- Societe Generale International Limited $492M (32% of AUM) Mar 2025
- Principal Securities, Inc. $45.3M (2% of AUM) Mar 2026
- Pershing $20.4M (1% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗