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Michael James Halliwell

Albourne America LLC

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About Michael James Halliwell

Michael James Halliwell is a registered Investment Advisor Representative. Michael is currently employed with Albourne America LLC, where Michael has been employed since January 2005. The firm's main office is located in San Francisco, CA. Michael is a registered Investment Advisor Representative in the state of California, registered since December 2003. Michael has passed the Series 65 Uniform Investment Adviser Law Examination. Michael has specializations in Hedge Funds, Private Markets Funds (PE, PC, RA, RE), and Dynamic Beta Products. In addition to working with Albourne America LLC, Michael is also a non-executive director with ST Tropez Investment Co. LLC, Marigold Investments, LLC, and Edgeware Road, LLC.

Firm Information

Michael Halliwell is currently registered with Albourne America LLC. Albourne America LLC is an investment advisor based in San Francisco, California. The firm specializes in providing non-discretionary investment advice on hedge funds, private markets funds, and dynamic beta products. Albourne America serves a wide range of clients including universities, insurance companies, charitable organizations, other investment advisors, pension and profit-sharing plans, corporations, and state or municipal government entities.
Albourne America LLC

425 CALIFORNIA STREET

SAN FRANCISCO, CA 94104

Not reported

Assets Under Management

202

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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research and non-discretionary investment advice on hedge funds, private markets funds (pe, pc, ra, re), dynamic beta products

Research and non-discretionary investment advice on hedge funds, private markets funds (pe, pc, ra, re), dynamic beta products

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Michael Halliwell’s Registration & Firm History

NA

12/10/2003 - Present

Albourne America LLC (CENTRAL HONG KONG )

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Licenses & Designations

IA

Issued 12/08/2003

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael James Halliwell.
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