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Private equityFirmbuyout · probableunsized

Halo Partners

Private Equity

Encinitas, CA

Halo is a private firm operating an integrated strategy focused on investing flexibly across the capital structure of companies in the middle market

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:149da7a8-055f-41b9-811e-9c2f59123eae

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 6:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 1
On other graphs: 1
Observed: Sep 13, 2026 to Sep 17, 2026
18 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Halo Partners

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 0
PE funds: 0
Investments: 4
Active investments: 0
Size band: UNSIZEDderivedno Private Equity Fund GAV on a filing from 2021 or later
Stated sectors: industrials,technology
Website: halopartners.com

Investments

Company	State	Role	Control	Invested	Exited	Status
The Companies We Own	n/a	unknown	unknown	n/a	n/a	unknown
W.O.GRUBB	n/a	unknown	unknown	n/a	n/a	unknown
What Our Companies Can Expect	n/a	unknown	unknown	n/a	n/a	unknown
Have a Company we Should Know About?	n/a	unknown	unknown	n/a	n/a	unknown

Relationships

Employs (10)

→ Nate Mejias HeadshotPersonCo-Founder & Managing Partner
factThe subject's own site
→ Dilshat ErkinPersonCo-Founder & Managing Partner
factThe subject's own site
→ Juan ValdezPersonPrincipal
factThe subject's own site
→ Neeka ChoobinehPersonPrincipal
factThe subject's own site
→ Cole TudorPersonSenior Associate
factThe subject's own site
→ Alex WahbaPersonAssociate
factThe subject's own site
→ Adil SahdevPersonAnalyst
factThe subject's own site
→ Pan ChhunPersonChief Operating Officer
factThe subject's own site
→ Chetan BalsaraPersonAura Managing Director, Technology
factThe subject's own site
→ Pete FrayserPersonAura Managing Director, Commercial
factThe subject's own site

Invested in (4)

→ The Companies We OwnCompanyunknown
factThe subject's own site
→ W.O.GRUBBCompanyunknown
factThe subject's own site
→ What Our Companies Can ExpectCompanyunknown
factThe subject's own site
→ Have a Company we Should Know About?Companyunknown
factThe subject's own site

Dated events

Occurred
Feb 19, 2026
New adviser on SEC roster
Halo Partners reports 1 Private Equity Fund(s) on its current Form ADV (ERA - Active); not in the 2011-2024 extract
Form ADVobserved 5 days ago

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 work email (firm website) · as of 2026-09-17

Nate Mejias Headshot
Co-Founder & Managing Partner · Revealable: 1 professional profile (firm website)
Dilshat Erkin
Co-Founder & Managing Partner · Revealable: 1 professional profile (firm website)
Juan Valdez
Principal · Revealable: 1 professional profile (firm website)
Neeka Choobineh
Principal · Revealable: 1 professional profile (firm website)
Cole Tudor
Senior Associate · Revealable: 1 professional profile (firm website)
Alex Wahba
Associate · Revealable: 1 professional profile (firm website)
Adil Sahdev
Analyst · Revealable: 1 professional profile (firm website)
Pan Chhun
Chief Operating Officer · Revealable: 1 professional profile (firm website)
Chetan Balsara
Aura Managing Director, Technology · Revealable: 1 professional profile (firm website)
Pete Frayser
Aura Managing Director, Commercial · Revealable: 1 professional profile (firm website)

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:149da7a8-055f-41b9-811e-9c2f59123eae
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 2 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
2 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Halo Partners

Private Equity

Encinitas, CA

Halo is a private firm operating an integrated strategy focused on investing flexibly across the capital structure of companies in the middle market

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:149da7a8-055f-41b9-811e-9c2f59123eae

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 6:12 PM UTC and rebuilt at most every 15 minutes.

Company

State

Role

Control

Invested

Exited

Status

The Companies We Own

n/a

unknown

n/a

unknown

W.O.GRUBB

n/a

unknown

n/a

unknown

What Our Companies Can Expect

n/a

unknown

n/a

unknown

Have a Company we Should Know About?

n/a

unknown

n/a

unknown