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. Hall Capital Partners: assets under management The assets under management (AUM) of Hall Capital Partners LLC is $36.25 billion. Hall 38 Ratings What does this mean? Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. When completed, an email will be sent to the email address you specify As a consumer advocacy project, investor.com does not charge any licensing fees for earned state accolade badges. Hall Capital Partners is the private investment affiliate of Hall Capital. Apply for Trusted badge. This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. This situation may lead the firm or a related person to recommend proprietary investments and products that could generate larger commissions than other similar non-proprietary products. Check out the firms full list of services below: Like most financial advisor firms, Hall Capital Partners considers clients risk tolerance, time horizon, liquidity needs and financial objectives when building their portfolios. Download 13F Summary . *SEC data last verified February 17, 2023. Website. Browse an unrivalled portfolio of real-time and historical market data and insights from worldwide sources and experts. email address below and choose 'Submit'. No. Hall Capital Partners Reviews Updated Dec 5, 2022 Find Reviews Clear All Full-time, Part-time English Filter Found 76 of over 80 reviews Sort Popular Popular COVID-19 Related Highest Rating Lowest Rating Most Recent Oldest First 4.2 71 % Recommend to a Friend 99 % Approve of CEO Kathryn A. Namely, three hedge funds, two real estate funds, six other private funds, and thirty three private equity funds. Since day one, our singular focus has been building and managing large investment portfolios. This could be detrimental to a client during down markets. What does this mean and why is it important? This will schedule a job to export all requested 13f holdings data for this filer. Firm offers mutual funds that carry 12b-1 fees, which increases the total annual cost of owning the fund (with no guarantee of higher returns). While partners may pay to provide offers or be featured, e.g. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. ? Questions to ask tips_and_updates Financial Advisor Education. What does this mean and why is this important? Hall Capital Partners has two fee schedules: one for base-fee-only accounts and another for base-fee-plus-performance-fee accounts. Is your firm a broker-dealer or are you affiliated with one? 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. Side-by-side management can create an incentive for the advisor to favor the larger funds, potentially leading to unequal trading costs and unfavorable trade executions for their clients. The total number of loans on DeFi platforms hit $86 billion on Thursday, DeFi Pulse data showed, up roughly 650% from $11 billion in October. Our Standards: The Thomson Reuters Trust Principles. The headquarters of Hall Capital Partners is One Maritime Plaza, 6th Floor. This could also limit the number and diversity of investment options available and may impact their transferability. Company Details A multi-family office with USD26bn AuM. 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. Firm or related person receives soft-dollar benefits in connection with client securities transactions. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. $19,000. Hall Capital Partners Visit Site add_a_photo Overall 4.5 Year Registered 1995 Disciplinary Alerts 0 Conflict alerts To learn more about the private investment team, visit our Leadership page. https://facebook.com/HallCapitalManagement https://facebook.com/HallCapitalManagement, View Last Form Adv Compilation Report on Record, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. 189 What does this mean? How does your firm approach insurance sales? Please provide me a list of the products and a summary of how much your firm earns from them. Hall Capital Partners LLC - Hedge Fund Company Info Description:Hall Capital Partners LLC is a hedge fund management company based in San Francisco, CA and has approximately $200.9 million in assets under management. {"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "update_card": "/update-card"}, {"uid": 50123109, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}, HCP Early Stage Venture Fund LP - Series 3, HCP Full Consequence Investing Fund III LP, HCP Early Stage Venture Fund LP - Series 2, HCP Full Consequence Investing Fund II LP, New York State and Local Retirement System, Luther King Capital Management Corporation, (a) Individuals (other than high net worth individuals), (b) Individuals (high net worth individuals), (i) State or municipal government entities, (l) Sovereign wealth funds and foreign official institutions, (m) Corporations or other businesses not listed above. To us, long-term success means both making a commitment to future generations while focusing on making a difference today. What percentage of income does your firm receive from fees versus commissions? As a Certified B Corporation, our focus is simple: people before profits. The estimated additional pay is $33,121 per year. Create Email Alert, ***Log In or Investment Advisor They operate 28 private funds and have approximately $32.63 billion in total assets under management (AUM). Direct links to the EDGAR source material. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. On the other hand, a fee-based firm would receive client-paid fees and third-party commissions for things like insurance sales. Advertiser Disclosure: StockBrokers.com helps investors across the globe by spending over 1,000 hours each year testing and researching online brokers. Any data inaccuracies, please contact our team. Firm Details for HALL CAPITAL PARTNERS LLC, Location: California, AUM = 55707371841.00, Last Form ADV Filed : 14-July-2022, Officers: KORT, RACHEL, DANIELLE, KNUTSEN/HALL FAMILY TRUST, DANIELSEN, MYLES, WALKER. Should I Hire a Financial Advisor or DIY It? Some firms receive these fees as payments, which creates an incentive to promote them. Our attention to Diversity, Equity, and Inclusion (DEI) shapes our firm culture and the ways in which we interact with the broader investment industry. If youre ready to find an advisor who can help you achieve your financial goals. and a top 10 holdings concentration of 35.96%. 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. Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance. Clients pay Hall Capital Partners LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Firm offers products that have performance-based fees; the managers of those products may be incentivized to take inappropriate risks to beat their performance benchmark. Which securities does your firm trade for itself that it will also be recommending to me? 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. 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: . Hall is still a part-owner of the firm and is active at her alma mater, Princeton. Their last reported 13F filing for Q4 2022 included $166,419,020 in managed 13F securities No employees are registered as investment adviser representatives with the state securities authorities. [2]: People moves and Hedge Fund launches included . It also works with families, foundations, endowments, charitable organizations, investment advisors, pension plans, profit-sharing plans and pooled investment vehicles. $89,000. What does this mean? For example, front-running is when a financial professional buys or sell securities ahead of their client. You must have a subscription to view WhaleScore histories. The adviser's REGISTRATION status is listed below. Headquarters. Hall Capital Partners, registered in 1995, serves 5 state (s) with a licensed staff of 29 advisors. Thinking of working with an advisor at Hall Capital Partners? A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. Will anyone that was involved be involved with my accounts in any capacity? Butler Hall Capital, LLC is an investment management company based in Los Angeles, California.
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