Harold Hallstein has been Managing Partner - CEO & CCO of Sankala Group since July 2010, is a control person of the firm and directly owns between 50% and 75% of it. Harold Hallstein holds a BA from Colby College.
Sankala Group LLC is a firm with $159M under management, 107 clients and 4 advisers across 4 offices, as of its March 2026 filing.
Harold A. Hallstein IV is Managing Partner of Sankala Group LLC, based in Boulder, CO. He has been advising families and institutions on investment strategy since founding the Sankala Group in 2010. He previously worked as a Fund Analyst for RCG Capital Advisors, a long-short equity investment partnership, and began his career as a Project Manager for Wisdom Publications.
Investment adviser representative registrations
Harold Hallstein is registered as an investment adviser representative in 2 states. The first approvals date from January 2011; the most recent is Massachusetts, in June 2016.
- ColoradoSince 10 January 2011
- MassachusettsSince 9 June 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 June 2010 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Harold A. Hallstein
- CRD
- 5832334
- Firm
- Sankala Group · CRD 154806
- Role
- Managing Partner - CEO & CCO
- Office
- Lyons, CO
- Registration
- Investment adviser registration
- In the industry since
- January 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sankalagroup.com
Where does Harold Hallstein work?
Harold Hallstein has been Managing Partner - CEO & CCO of Sankala Group LLC since July 2010, and is a control person of the firm.
Is Harold Hallstein a financial advisor?
Yes. Harold Hallstein has a current investment-adviser registration in Colorado and Massachusetts, through Sankala Group since January 2011.
How many years of experience does Harold Hallstein have?
Harold Hallstein has 15 years in the financial industry, since January 2011, across 1 adviser firm.
What exams has Harold Hallstein passed?
Harold Hallstein passed the Series 65 in June 2010.
Where is Harold Hallstein based?
Harold Hallstein’s registered office is in Lyons, CO.
Is Harold Hallstein registered with FINRA?
No. Harold Hallstein has no current broker registration.
How can I verify Harold Hallstein’s record?
Search CRD 5832334 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Harold Hallstein’s full registration record.
