Hall Capital Partners Visit Site add_a_photo Overall 4.5 Year Registered 1995 Disciplinary Alerts 0 Conflict alerts Should I Hire a Financial Advisor or DIY It? Questions to ask A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. Reuters, the news and media division of Thomson Reuters, is the worlds largest multimedia news provider, reaching billions of people worldwide every day. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. What does this mean? What does this mean and why is this important? 2-10 employees. A federal regulatory agency, a state regulatory agency, or a foreign financial regulatory authority other than the SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of investment-related statutes or regulations. Namely, three hedge funds, two real estate funds, six other private funds, and thirty three private equity funds. Is your firm a broker-dealer or are you affiliated with one? We tailor how we work to meet client needs across every aspect of the relationship, combining the scale and access of an institutional firm with high-touch, personalized service. Hall Capital Partners LLC is a hedge fund manager based in New York, NY. Fixed income securities, equities, private equity, hedge funds and real assets are just some of the investments that Hall Capital Partners typically uses in client portfolios. Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. It prepares financial plans for more than 100 clients. The amount of regulatory assets under management is $36.25 billion for 174 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. NFTs can be used to represent assets such as art, photos, videos, audio, and other types of digital files. AUM; By Strategy. High-net-worth investors typically want capital growth, but asset protection is also a priority. Prior to joining the firm in January 2005, Mr. Colson was an executive vice president of Callan Associates, Inc. where he managed the . This page contains links to SmartAssets financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals. Our. They operate 28 private funds and have approximately $32.63 billion in total assets under management (AUM). Hall Capital Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesnt run an office outside of the United States. Company Details A multi-family office with USD26bn AuM. Median Bonus Pay. Firm's/Financial Professional's investor.com profile pages may contain certain limited information directly provided to investor.com by the Firm/Financial Professional including, by way of example only, the Personal Bio, Certifications, and/or Investment Philosophy portions of the profile page. Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. Pleasant Lake Partners; Semanteon Capital Management; Candlestick Capital; Boundary . https://facebook.com/HallCapitalManagement, View Last Form Adv Compilation Report on Record, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. An additional office of the firm is in New York, NY. One thing that setsthis firm apart from many other firms is that it was founded by a woman, Kathryn Hall. You must have a subscription to view WhaleScore histories. We'll assume you're ok with this, but you can opt-out if you wish. Build the strongest argument relying on authoritative content, attorney-editor expertise, and industry defining technology. [1]: When operating in this dual capacity, advisors may be incentivized to implement plans as an attorney that could drive higher revenue for themselves as investment advisors. See here for a complete list of exchanges and delays. What does this mean? Will any of my assets be invested in those products? Our clients are families, endowments, and foundations. What does this mean? Since day one, our singular focus has been building and managing large investment portfolios. Hall Capital Partners generally seeks a minimum amount of $150 million in investment assets for multi-asset class portfolios. Hall Capital Partners oversees over $30 billion in assets for approximately 130 advisory clients and a platform of pooled vehicles from offices in San Francisco and New York. The services at Hall Capital Partners are generally based on purpose-driven investment management, and the vast majority of the firms clients are high-net-worth individuals and families. While StockBrokers.com has all data verified by industry participants, it can vary from time to time. Among the 6 most similar advisory firms, Hall Capital Partners has the highest percentage of high net worth individuals out of all clients. Hall Capital Partners currently serves clients in the following states: CA, DE, MA, NY, TX. The estimated base pay is $84,585 per year. HALL CAPITAL PARTNERS LLC: $301,120,929: $24,151,335,573: $31,556,036,268: $55,707,371,841: 4: JASPER RIDGE PARTNERS, L.P. $716,443,547: $34,075,670,371: $1,030,063,447: . Contact Details Address:One Westminster PlaceChicago, IL 60045United States Phone/Fax:Phone: 847-295-214Fax: 847-574-850 Other Contact Details:Website: www.hall-capital.comMain . Firm or an advisory affiliate was previously found to have made false statements, omissions, or being dishonest and unfair by a regulatory agency other than the SEC or CFTC. Questions to ask 1% of the firms clients are foreign persons or businesses. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. Hall Capital Partners LLC One Maritime PlazaSuite 500 San Francisco, CA 94111 United States, Phone: 415-288-0544 Fax: 415-288-0543 Website: http://www.hallcapital.com/ Main Email: general.inquiries@hallcapital.com, Strategies/Sectors: Fund of Funds Fund of Funds, Private Funds Managed(28): Hcp Private Equity Fund Lp, Hcp Global Investment Fund Lp , Hcp Global Investment Fund A Lp , Eh Investment Fund Lp , Hcp Absolute Return Fund Master Feeder Ai Llc , Hcp Absolute Return Fund Master Feeder Llc , Hcp China Capital Appreciation Fund Lp , Hcp Gif Internal Partners Lp , Aqua Lp , Aquaj Lp , Aquap Lp , Aquaw Lp , Hcp Bcf X Investors Llc , Hcp Bf 2014 Investors Lp , Hcp Cdh V Investors Lp , Hcp China Pe 2009 Internal Partners Lp , Hcp China Pe 2009 Lp , Hcp Energy And Natural Resources Fund Lp , Hcp Mep H Investors Lp , Hcp Nc Vii Beta Investors Lp , Hcp Nhc Iv Investors Lp , Hcp Pe V Internal Partners Lp , Hcp Pef Iv Internal Partners Lp , Hcp Private Equity Fund Ii Lp , Hcp Private Equity Fund Iii Lp , Hcp Private Equity Fund V Lp , Hcp Private Equity Fund Vi Lp , Hcp Private Equity Fund Vii Lp, Rank: 350 out of 3271 hedge fund management companies, Rank: 119 out of 3271 hedge fund management companies, Rank: 404 out of 3271 hedge fund management companies, Rank: 668 out of 3271 hedge fund management companies, Rank: 169 out of 3271 hedge fund management companies, Rank: 22 out of 3271 hedge fund management companies. SmartAsset does not review the ongoing performance of any Adviser, participate in the management of any users account by an Adviser or provide advice regarding specific investments. The firm manages $12.01 billion in discretionary accounts and $24.24 billion in non-discretionary accounts. HCP Absolute Return Fund Offshore Feeder Ai, L.P. HCP China Pe 2009 Feeder Fund (Cayman), L.P. HCP Full Consequence Investing Fund I (Cayman), L.P. HCP Full Consequence Investing Fund II (Cayman), L.P. HCP Private Equity Fund III (Cayman), L.P. HCP Private Equity Fund IV (Cayman), L.P. HCP Private Equity Fund VI (Cayman), L.P. HCP Private Equity Fund VII (Cayman), L.P. HCP Special Opportunities Master Fund, LLC. Here's how we make money. When firms are dual-registered as broker-dealers, they may be subject to compensation-related conflicts of interest, including revenue sharing from mutual funds and the sale of proprietary investment products. The firm is on SmartAsset's lists of thetop financial advisors in San Francisco, top financial advisors in California, andtop financial advisors in the U.S. As a fee-only firm, all of Hall Capital'scompensation comes from client-paid fees. NEW YORK, May 14 (Reuters) - U.S.-based Framework Ventures, the largest venture capital fund investing in blockchain-based decentralized finance, said on Friday it raised $100 million for its second fund, with participation from big U.S. institutional investors. Our system found no disciplinary alerts. Firms that earn a 4.5 or 5 star rating are also eligible to receive the "Trusted by investor.com" badge. This arrangement creates a conflict where the firm and its representatives may be motivated to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. Hall Capital Partners LLC is a hedge fund manager based in San Francisco, CA. Hall Capital Partners is the private investment affiliate of Hall Capital. How does your firm approach insurance sales? Whalewisdom has at least 32 13F filings. Firm or an affiliate actively engages in business as a law firm or lawyer. Will anyone that was involved be involved with my accounts in any capacity? Firm or one of its employees previously has been subject to a suspension or expulsion or other restriction of activities by a Self-Regulating Organization or commodities exchange. All rights reserved. Hall Capital Partners works with Hall Capitals automotive affiliate,The Fred Jones Companies, towards the exploration of automotive-related acquisitions. Visit Site, Is this your firm? These conflicts can negatively impact clients via hidden fees and overall higher costs. Hall Capital Partners LLC is an independent, SEC-registered investment advisor that builds and manages customized, global, multi-asset class portfolios for families, endowments, and foundations. Hcp Absolute Return Fund Master Feeder Ai Llc, Hcp Absolute Return Fund Master Feeder Llc, Download the US Hedge Fund List in .xls format, Blue Sky Digital Outdoor Advertising Fund Fund Data, Sarasin Ie Global Equity Opportunities (Usd) Fund Data, Themelios Ventures Ii-A, L.P. Fund Data, Chief Executive Officer, Co-Chief Investment Officer, Executive Committee Member, Board Member, Managing Director, Khall Llc Sole Member, Chairman, Executive Committee Member, Board Member, Managing Director, Director Of Portfolio Management, Executive Committee Member, Member Class C, Managing Director, Managing Partner, Executive Committee Member, Member Class C, Managing Director, Portfolio Manager, Member Class C, Managing Director. for HALL CAPITAL MANAGEMENT COMPANY INC, Top 20 equal-weighted holdings. no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of . This could be detrimental to a client during down markets. Hall Capital Partners. Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. Hall Capital Partners LLC - Assets, Funds, Holdings . Butler Hall Capital, LLC is an investment management company based in Los Angeles, California. The second fund's anchor investor was Accolade Partners, a U.S venture capital and growth equity investment firm, while Hall Capital, one of the largest U.S. registered investment advisors with . The principal office where Hall Capital Partners LLC performs its advisory services is located at One Maritime Plaza, San Francisco, CA 94111, which is also the mailing address of the firm. May 2021 Aug 2021 Dec 2021 Apr . 415-288-0544 Hall Capital Partners is The Private Investment Affiliate of Hall Capital. HPS Investment Partners is a leading global investment firm that seeks to provide creative capital solutions and generate attractive risk-adjusted returns for our clients. AUM Fund type; Hall Capital Partners LLC: $55.71 bn: Aqua LP: $1.13 bn: Private Equity Fund: Aquaj LP: $761.59 mm: Private Equity Fund: Aquap LP: $761.59 mm: Private Equity Fund: Aquaw LP: $468.29 mm: Private Equity Fund: Eh Investment Fund, L.P. $1.84 bn: Other Private Fund: HCP Absolute Return Fund Master Feeder, LLC: Investment Advisor The largest group of clients of Hall Capital Partners is high net worth individuals with 113 clients and $26.43 billion of assets under management. Subscribe to WhaleWisdom to view all filing data Why doesnt your firm use a secure website? It manages $36.25 billion of regulatory assets for 174 client accounts. To satisfy both needs, Hall Capital emphasizes diversification, not just nationally but on a global scale. Hall Capital Partners - Private Equity Company Info Description:Hall Capital Partners is a private equity company based in Chicago, IL. Framework plans to invest in fringe areas of decentralized tech, delving deeper into more exploratory projects, including non-fungible tokens (NFTs). No. Performance numbers calculated through 2023-02-14. Hall Capital Management Company's largest holding is Microsoft Corp. with shares held of 44,548. What does this mean and why is it important? BARRINGTON, RI Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. for Q4 2022: Percentage of assets under management,Fixed fees, PRESIDENT; DIRECTOR; CHIEF COMPLIANCE OFFICER. Apply for Trusted badge. Any data inaccuracies, please contact our team. The massive growth of DeFi applications, most of which run on the ethereum blockchain, has put the spotlight on digital assets and lifted major cryptocurrencies such as bitcoin and ether to record highs. Firms that receive soft-dollar benefits could be incentivized to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best execution for their clients. Contact Details Address:One Maritime Plaza, Hall Capital Partners ' has two tip schedules : one for base-fee-only accounts and another for base-fee-plus-performance-fee accounts. Their last reported 13F filing for Q4 2022 included $166,419,020 in managed 13F securities the MV of securities sold, whichever is less, Regulatory disclosures state that firm sells proprietary investments and products. The firms team includesseveralchartered financial analysts (CFAs). As is indicated in the services listed above, the firm also takes into account a variety of outside factors, including environmental, social and governance factors and sustainability issues. This number represents the median, which is the midpoint of the ranges from our proprietary Total Pay Estimate model and based on salaries collected from our users. Hall Capital Partners is a hedge fund company based in San Francisco, CA. For example, front-running is when a financial professional buys or sell securities ahead of their client. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. 1616461) SEC Filings. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S. Securities and Exchange Commission as an investment adviser. The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. The firm's website is not secure by modern internet standards. Yes or As a woman-founded firm with senior leadership that is 50% women, diversity is a part of who we are. They operate 28 private funds and have approximately $32.63 billion in total assets under management (AUM). You are limited to the prior 8 quarters of 13F filings. We manage various strategies across the capital structure that include syndicated leveraged loans and high yield bonds to privately negotiated senior secured debt and . We use cookies on this site to provide a more responsive and personalized service. The company was founded in 1994, has 110 employees, and has $20.4 billion in assets under management (AUM). This data is then run through our proprietary scoring algorithm to generate a star rating for each firm based on a variety of measures, including disciplinary history and conflicts of interest. Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC. Hall Capital Partners is a fund manager in San Francisco with $55.71 bn assets under management. Hall Capital Partners has been the platform for the two multi-industry acquisition funds that Hall Capital has independently launched since 2006: Hall Capital Partners Fund I and Hall Capital Partners Fund II. This will schedule a job to export all requested 13f holdings data for this filer. You can reach the main office by calling the phone number 415-288-0544 or by fax 415-288-0543. More specifically, it charges a minimum annual fee of $500,000 for its base-fee-only accounts and a minimum annual fee of $350,000 for its base-fee-plus-performance-fee accounts. "Trusted by investor.com" status is reserved to those financial advisor firms meeting investor.com's strict requirements, beginning with earning no less than a 4.5 to 5 -star rating based on investor.com's independent Trust algorithm analysis. What happened? How many times did it occur? Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAssets reviews. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California, Louisiana, Massachusetts, and 3 other states. What does this mean? Operating as an online business, this site may be compensated through third party advertisers. Clients are charged on a quarterly basis. See here for a complete list of exchanges and delays. What conflicts do I need to be made aware of? Hall Capital Partners LLC specializes in Fund of Funds and was founded in 1994. A domestic or foreign court has previously found firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations. Prior to launching its independent funds, Hall Capital partnered with the Catalyst Group of Houston to launch Catalyst/Hall. In the past 10 years, a domestic or foreign court has issued an injunction against the firm or an advisory affiliate in connection with an investment-related activity. Hall Capital Partners is a fee-only financial advisor firm. What does this mean? Huntington Financial Advisors, Atlas Brown, Gradow Capital Management, FXP Advisory Services, Aurora Private Wealth, Was this helpful?
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