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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

HALYARD ASSET MANAGEMENT LLC

CRD 154493

WHITE PLAINS, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:132155ee-cd23-47f8-4d2f-3815a677fef7

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 4
On other graphs: 0
Observed: Mar 30, 2012 to Mar 26, 2026
21 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=0.97 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $2.0BItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.0B
Private client RAUM: $5.4MderivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 23
Individual clients: 1
High net worth clients: 3
Custody, client assets: $0
SEC number: 801-71687
CRD: 154493
Filings on the tape: 21
First filed: Mar 30, 2012
Latest filed: Mar 26, 2026
Organised: Limited Liability Company, DE
Website: halyardmgmt.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
HALYARD FIXED INCOME FUND, LP	Hedge Fund	$17.3M	Mar 27, 2019	10	Mar 30, 2012	dropped	021-148857

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BERGIN, MARTIN, HAMILTON	Open	E	yes	01/2010	Mar 30, 2012	Feb 1, 2024
BOYD, STEVEN, HENRY	MANAGING MEMBER	C	yes	09/2010	Mar 30, 2012	Feb 1, 2024
DUNN CAPITAL MANAGEMENT, LLC	Member	C	yes	09/2010	Mar 30, 2012	Feb 1, 2024
KASTNER, MICHAEL, JOSEPH	MANAGING MEMBER	C	yes	09/2010	Mar 30, 2012	Feb 1, 2024
SALEEMAH, AHAMED, HASSANALI	CHIEF COMPLIANCE OFFICER	Na	yes	09/2010	Mar 30, 2012	Feb 1, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
DUNN CAPITAL MANAGEMENT, LLC	n/a	n/a	n/a	Y	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 26, 2026	$2.0B	$2.0B	4	3	0	n/a	n/a
2024	Mar 26, 2025	$1.5B	$1.5B	4	3	0	n/a	n/a
2023	Feb 1, 2024	$1.3B	$1.3B	4	3	0	n/a	n/a
2022	Mar 21, 2023	$1.7B	$1.7B	5	3	0	n/a	n/a
2021	Mar 2, 2022	$1.4B	$1.4B	5	3	0	n/a	n/a
2020	Mar 16, 2021	$1.4B	$1.4B	5	3	0	n/a	n/a
2019	Mar 9, 2020	$1.5B	$1.5B	5	3	0	n/a	n/a
2018	Mar 27, 2019	$1.4B	$1.4B	5	3	0	1	$17.3M
2017	Mar 6, 2018	$1.2B	$1.2B	3	3	0	1	$8.2M
2016	Mar 14, 2017	$857M	$857M	3	3	n/a	1	$17.9M
2015	Mar 22, 2016	$564M	$564M	3	3	n/a	1	$20.5M
2014	Mar 28, 2015	$456M	$456M	4	3	n/a	1	$31.9M
2013	Mar 29, 2014	$366M	$366M	4	3	n/a	1	$59.0M
2012	Mar 27, 2013	$414M	$414M	4	3	n/a	1	$81.1M
2011	Mar 30, 2012	$377M	$377M	n/a	n/a	n/a	1	$48.3M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.0B	$1.5B	31.9%	$1.7B	5.2%	4	4	0	0

Relationships

Affiliated with (1)

← DUNN CAPITAL MANAGEMENTRegistered adviserother investment adviser, control, common control
factForm ADV

Controls (5)

← KASTNER, MICHAEL, JOSEPHOwnerMANAGING MEMBER, ownership code C, individual
Mar 30, 2012 to Feb 1, 2024factForm ADV
← BOYD, STEVEN, HENRYOwnerMANAGING MEMBER, ownership code C, individual
Mar 30, 2012 to Feb 1, 2024factForm ADV
← SALEEMAH, AHAMED, HASSANALIOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 30, 2012 to Feb 1, 2024factForm ADV
← BERGIN, MARTIN, HAMILTONOwnerOPEN, ownership code E, individual
Mar 30, 2012 to Feb 1, 2024factForm ADV
← DUNN CAPITAL MANAGEMENT, LLCOwnerMEMBER, ownership code C, domestic entity
Mar 30, 2012 to Feb 1, 2024factForm ADV

Advises (1)

→ HALYARD FIXED INCOME FUND, LPPrivate fundHedge Fund, IA, no longer reported
Mar 30, 2012 to Mar 27, 2019factForm ADV

Dated events

Occurred
Mar 26, 2026
Regulatory AUM changed
Halyard Asset Management Llc reported RAUM $2.0B, up 32% from $1.5B (2025-03-26 to 2026-03-26)
Form ADVobserved 5 days ago
$490M
Occurred
Feb 1, 2024
Control person left
Russell James Dailey (Cfo) no longer on Schedule A of Halyard Asset Management Llc (listed 2023-07-11, absent 2024-02-01)
Form ADVobserved 5 days ago
Occurred
Mar 21, 2023
Regulatory AUM changed
Halyard Asset Management Llc reported RAUM $1.7B, up 28% from $1.4B (2022-10-31 to 2023-03-21)
Form ADVobserved 5 days ago
$384M
Occurred
Mar 6, 2018
Regulatory AUM changed
Halyard Asset Management Llc reported RAUM $1.2B, up 26% from $910.4M (2017-09-28 to 2018-03-06)
Form ADVobserved 5 days ago
$240M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:132155ee-cd23-47f8-4d2f-3815a677fef7
First observed: Mar 30, 2012
Last observed: Mar 26, 2026 5 months ago
Source families: Federal regulator filings
3 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.

HALYARD ASSET MANAGEMENT LLC

CRD 154493

WHITE PLAINS, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:132155ee-cd23-47f8-4d2f-3815a677fef7

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:40 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

HALYARD FIXED INCOME FUND, LP

Hedge Fund

$17.3M

Mar 27, 2019

Mar 30, 2012

dropped

021-148857

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BERGIN, MARTIN, HAMILTON

Open

yes

01/2010

Mar 30, 2012

Feb 1, 2024

BOYD, STEVEN, HENRY

MANAGING MEMBER

yes

09/2010

Mar 30, 2012

Feb 1, 2024

DUNN CAPITAL MANAGEMENT, LLC

Member

yes

09/2010

Mar 30, 2012

Feb 1, 2024

KASTNER, MICHAEL, JOSEPH

MANAGING MEMBER

yes

09/2010

Mar 30, 2012

Feb 1, 2024

SALEEMAH, AHAMED, HASSANALI

CHIEF COMPLIANCE OFFICER

yes

09/2010

Mar 30, 2012

Feb 1, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

DUNN CAPITAL MANAGEMENT, LLC

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$2.0B

n/a

2024

Mar 26, 2025

$1.5B

n/a

2023

Feb 1, 2024

$1.3B

n/a

2022

Mar 21, 2023

$1.7B

n/a

2021

Mar 2, 2022

$1.4B

n/a

2020

Mar 16, 2021

$1.4B

n/a

2019

Mar 9, 2020

$1.5B

n/a

2018

Mar 27, 2019

$1.4B

$17.3M

2017

Mar 6, 2018

$1.2B

$8.2M

2016

Mar 14, 2017

$857M

n/a

$17.9M

2015

Mar 22, 2016

$564M

n/a

$20.5M

2014

Mar 28, 2015

$456M

n/a

$31.9M

2013

Mar 29, 2014

$366M

n/a

$59.0M

2012

Mar 27, 2013

$414M

n/a

$81.1M

2011

Mar 30, 2012

$377M

n/a

$48.3M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.0B

$1.5B

31.9%

$1.7B

5.2%