Halo Experience Company

Institutional venture firmSEC venture capital fund adviser· Provo, Utahhxco.com

Institutional venture firm, based in Provo, Utah, reporting $938M of fund assets on its funds' Form ADV filings.

Composed from this organization's classification, location and filed figures.

Reported fund assets
$938M
sum of its funds' Form ADV filings, last 30 months
Investment team
5
Contact decision makers
More
Ask DFX about thisView relationshipsFind contactsFundsInvestmentsTeam (5)
As of · the latest observation of this organization; filed figures are as of its latest Form ADV

2 verified contacts (1 general firm email, 1 firm phone)

Every relationship, signal and contact on this record, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Nothing material in the last 180 days. Last change: 7 Apr 2025, 1 vehicle filed a Form D in the last 18 months, the latest HX One on 7 Apr 2025. Largest offerings: HX One $1B.

People to know

View all people
  • Ryan Joseph Sweeney
    Managing Member Officer
    Why: Named with investment responsibility
    No route on file yet
  • Scott Ryan Smith
    Managing Member
    Why: Named with investment responsibility
    No route on file yet

Relationship network

3 connected entities

From financing rounds and every investor named in them, Form ADV and Form D filings, the firm's funds and team, and disclosed LP commitments in the venture capital graph. A round's amount is the size of the round, not money that moved between two investors.

Halo Experience Company
Provo, UT
Reading the network
  • Fund or vehicle
  • Person
›How strength and recency are read

Co-investors are read from the rounds: three or more shared rounds is a strong observed relationship, two a repeat co-investor, one a single round. Funds and people are structural. Nothing is scored that a reader cannot check.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

How am I connected?

Name your firm, a company or a person, and DFX finds the published routes to Halo Experience Company: a shared portfolio company or board, a prior employer, a co-investor, a shared LP or service provider. Every step is a filed or published record with its source; none is a guess about who knows whom.

See how you connect to Halo Experience Company

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Investing

0 companies on record, 0 new in 12 months

Investments on record

0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.

Stated thesis versus observed behaviour

no observed deals yet
Stated (the firm’s website)
Sectors
not stated or not yet read
Stages
not stated or not yet read
Geography
utah
Check size
not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate no observed dealsfollow-on rate no observed dealsnew companies, 12 months 0

Team

5 current, 0 departed

Decision makers

who to call first, and why; then everyone else by function
  • Ryan Joseph Sweeney · Managing Member Officer
    Why this person: Named with investment responsibility; Joined in Jun 2025
  • Scott Ryan Smith · Managing Member
    Why this person: Named with investment responsibility; Joined in Jun 2025

Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.

Investment team

5 current, 0 departed

Contacts

1 general firm email, 1 firm phone

1 general firm email, 1 firm phone on record, each with its source. Values open with the complete profile.

Funds and LPs

1 vehicle, 0 LPs disclosed

Funds and vehicles

1 reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
HX One L.P.FundunknownFundraising$938M
Sep 12, 2026
135$0
of $1.0B
Apr 7, 2025

Limited partners

0 LPs, 0 disclosed commitments
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.

Known LPs and allocators

0 relationships across the firm's funds, from public pensions and the allocator graph
No allocator names this firm or its funds in a public disclosure DFX holds.

Relationships across DFX

0 co-investors

Co-investors

0 counted from shared deals, for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.

Evidence and history

1 dated event, 55 observations from 3 sources

Timeline

1 dated events
  1. Jun 6, 2025
    Halo Experience Company appears on the SEC adviser roster (ERA, venture capital fund adviser exemption)
    First SEC adviser filingOrganizationFactForm ADV

Identity and regulatory footprint

Address, phone, Form ADV filing and ownersForm ADV filed Mar 30, 2026 · 1 private fundsShow
Headquarters
Provo, UTadviserinfo.sec.gov
Office address
unknownadviserinfo.sec.gov
Business phone
unknownadviserinfo.sec.gov
Website
hxco.com
SEC adviser type
Exempt reporting adviseradviserinfo.sec.gov
SEC exemption claimed
Venture capital fund adviseradviserinfo.sec.govItem 2.B(1): advises solely venture capital funds
Latest Form ADV
Mar 30, 2026
Private funds reported
1 (1 venture capital funds)adviserinfo.sec.gov
Private fund gross assets, adviser total
$938Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder

Classification history

Every classification this record has carried1 on recordShow
  1. Sep 12, 2026
    Institutional venture firm (confirmed, 95%)
    Venture manager, reported GAV $938M across 1 vehicle

Evidence

55 observations from 3 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedVC exemption, VC funds reportedMar 30, 2026FactForm ADV
SEC exemption claimedVenture capital fund adviserMar 30, 2026FactForm ADV
SEC adviser typeExempt reporting adviserMar 30, 2026FactForm ADV
Latest Form ADV filing2026-03-30Mar 30, 2026FactForm ADV
Adv pdf loadedadv-pdf-1Sep 12, 2026FactForm ADV
SEC statusERA - ActiveMar 30, 2026FactForm ADV
SEC status effective2025-06-06Mar 30, 2026FactForm ADV
Business phoneMar 30, 2026FactForm ADV
HeadquartersProvo, UTMar 30, 2026FactForm ADV
Office addressMar 30, 2026FactForm ADV
Legal formLimited Liability CompanyMar 30, 2026FactForm ADV
Private funds reported1Mar 30, 2026FactForm ADV
Private fund gross assets (reported)$938MMar 30, 2026FactForm ADV
Stated geographyutah
“geography words on the home page”
Sep 30, 2026FactFirm website
Stated geographyutah
“geography words on the home page”
Sep 29, 2026FactFirm website
Stated geographyutah
“geography words on the home page”
Sep 28, 2026FactFirm website
Stated geographyutah
“geography words on the home page”
Sep 27, 2026FactFirm website
Stated geographyutah
“geography words on the home page”
Sep 26, 2026FactFirm website
Stated geographyutah
“geography words on the home page”
Sep 25, 2026FactFirm website
Stated geographyutah
“geography words on the home page”
Sep 24, 2026FactFirm website
Stated geographyutah
“geography words on the home page”
Sep 23, 2026FactFirm website
Stated geographyutah
“geography words on the home page”
Sep 22, 2026FactFirm website
Stated geographyutah
“geography words on the home page”
Sep 21, 2026FactFirm website
Stated geographyutah
“geography words on the home page”
Sep 20, 2026FactFirm website
Stated geographyutah
“geography words on the home page”
Sep 16, 2026FactFirm website
Stated geographyutah
“geography words on the home page”
Sep 15, 2026FactFirm website
Venture funds reported1Mar 30, 2026FactForm ADV
WebsiteMar 30, 2026FactForm ADV
Website resolved domainhalofund.comSep 30, 2026FactFirm website
Website resolved domainhalofund.comSep 29, 2026FactFirm website
Website resolved domainhalofund.comSep 28, 2026FactFirm website
Website resolved domainhalofund.comSep 27, 2026FactFirm website
Website resolved domainhalofund.comSep 26, 2026FactFirm website
Website resolved domainhalofund.comSep 25, 2026FactFirm website
Website resolved domainhalofund.comSep 24, 2026FactFirm website
Website resolved domainhalofund.comSep 23, 2026FactFirm website
Website resolved domainhalofund.comSep 22, 2026FactFirm website
Website resolved domainhalofund.comSep 21, 2026FactFirm website
Website resolved domainhalofund.comSep 20, 2026FactFirm website
Website resolved domainhalofund.comSep 16, 2026FactFirm website
Website resolved domainhalofund.comSep 15, 2026FactFirm website
Website resolved domainhalofund.comSep 14, 2026FactFirm website
Site titleSep 30, 2026FactFirm website
Site titleSep 29, 2026FactFirm website
Site titleSep 28, 2026FactFirm website
Site titleSep 27, 2026FactFirm website
Site titleSep 26, 2026FactFirm website
Site titleSep 25, 2026FactFirm website
Site titleSep 24, 2026FactFirm website
Site titleSep 23, 2026FactFirm website
Site titleSep 22, 2026FactFirm website
Site titleSep 21, 2026FactFirm website
Site titleSep 20, 2026FactFirm website
Site titleSep 16, 2026FactFirm website
Site titleSep 15, 2026FactFirm website
How this is scored
Scores, classification basis and filing advisersInstitutional venture firm, confirmed · 2 filing advisers share this firmShow
Importance
23
moderate
Active deployment
0
low
Emerging
0
low
Freshness
99
high
Institutional venture firmSEC exempt reporting adviser

Venture manager, reported GAV $938M across 1 vehicle

This firm files as 2 advisers on hxco.com: The Halo Fund III Management Co, LLC. Each keeps its own CRD, funds and filings; the grouping is the website each swore to on Form ADV and is recomputed every pass.

The inputs behind each score
importance
gav: 0.6 · funds: 0.08 · people: 0.08 · investments: 0 · co investors: 0
active deployment
investments 12m: 0 · fund raising 18m: 0 · people joined 12m: 0 · vintage within 3y: 0 · latest investment at: not scored
emerging manager
fund count: 1 · reported gav: $938M · first adv filing: 2025-06-06 · years since first filing: 1.3

Fits, record history and connections

scored matches for this investor, every identity change, every edge

Record history

1 dated event on the change ledger, latest event first
  • Adviser's first ADV filing
    2025-06-06source on record

The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

Not yet on record: new companies, 12 mo, latest vintage.