Halpern - Ownership and Business Overview

Financial ServicesCompany

Halpern Ownership

Who owns Halpern?

Halpern is owned by MAI Capital Management. It was acquired on October 7, 2024.

Halpern Business Overview

Where is Halpern headquartered?

Halpern is headquartered in Ashburn, Virginia.

What sector is Halpern in?

Halpern is a financial services company.

Financial Services M&A Summary in 2024

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2024. The largest financial services acquisition in 2024 was Discover Financial Services - which was acquired by Capital One Financial for $35.3B.

Join Mergr to view all 143 acquisitions of financial services companies in 2024, including 8 acquisitions by private equity firms, and 135 by strategics.

Halpern

Halpern Financial, Inc.

20365 Exchange St Suite 200,
Ashburn, Virginia 20147
United States,
(240) 268-1000
www.halpernfinancial.com

Halpern is an independent fiduciary and registered investment advisor with $1.2 billion in client assets under management as of September 30, 2024. Halpern is based in Ashburn, Virginia.


Company Summary

SECTOR

Financial Services

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