However, Hall Capital Partners and its advisors are fiduciaries, meaning they are legally bound to act in clients best interests, no matter what. to see more advanced email alert options such as selecting any type of Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. Hall Capital Partners is a hedge fund company based in San Francisco, CA. Visit Site, Is this your firm? What does this mean and why is this important? Since day one, our singular focus has been building and managing large investment portfolios. See here for a complete list of exchanges and delays. You can view more information on Hall Capital Partners including private fund info, contact info, top management and executives, website, email addresses, and more below: Looking for a list of hedge funds in the US including emails, AUM, strategy and more? To us, long-term success means both making a commitment to future generations while focusing on making a difference today. The San Francisco-based firm employs a small team of advisors and doesn't manage that many accounts. As a financial advisory firm, Hall Capital Partners can provide a variety of financial planning services for Americans. Questions to ask Questions to ask What does this mean? Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. Investment Management. Assets Under Management $ 48,054,574,293Number of Advisors 28Time in Business Founded in 1994 . 18 percent of the employees work as investment advisers or researchers. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, retirement planning, and more. As a Certified B Corporation, our focus is simple: people before profits. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. Direct links to the EDGAR source material. Hall Capital Partners is the private investment affiliate of Hall Capital. Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. Hall Capital Partners: assets under management The assets under management (AUM) of Hall Capital Partners LLC is $36.25 billion. Hall Capital Partners is a hedge fund company based in San Francisco, CA. You can find more information about the New York firm at hallcapital.com/ and its LinkedIn profile. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Why doesnt your firm use a secure website? Access unmatched financial data, news and content in a highly-customised workflow experience on desktop, web and mobile. What does this mean and why is it important? Build the strongest argument relying on authoritative content, attorney-editor expertise, and industry defining technology. The assets under management (AUM) of Liberty Hall Capital Partners, L.P. is $825.35 million, all of which is managed in discretionary accounts. The company said it has been the largest liquidity provider for some of the top so-called "DeFi" projects that facilitate crypto-denominated lending outside traditional banking. However, the firm still maintains its own investment principles, which are first and foremost grounded in a long-term mindset. Read through our introductory course to financial advisors. Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? 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. While this can be seen as "eating your own cooking," there are conflicts that may arise. Hall Capital Partners LLC - Assets, Funds, Holdings . Hall Capital Partners LP - . What conflicts arise from this relationship? Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. All rights reserved. [2]: 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: . All rights reserved. Additionally, through our pioneering work in Full Consequence Investing (FCI), we aim to support our communities, our planet, and our collective future. The estimated additional pay is $33,121 per year. They operate 28 private funds and have approximately $32.63 billion in total assets under management (AUM). To learn more about the private investment team, visit our Leadership page. Public filings of HCP Private Equity Fund IX-A LP raised by Hall Capital Partners LLC. read more. What conflicts do I need to be made aware of? For the most part, when a firm includes performance-based fees within its fee schedule, that presents a potential conflict of interest. Firm or an affiliate actively engages in business as a law firm or lawyer. BARRINGTON, RI 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. 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. While this may seem like an attractive compensation structure to ensure your advisor is making your money work for you, often, the managers of those products are incentivized to take inappropriate risks to beat their performance benchmark. NFTs, which have grown sharply in market size, are digital assets on ethereum that are certified to be unique and not interchangeable. Our system found no disciplinary alerts. Terms of Use | Disclaimers | Privacy Policy. for Q4 2022: Percentage of assets under management,Fixed fees, PRESIDENT; DIRECTOR; CHIEF COMPLIANCE OFFICER. This could be detrimental to a client during down markets. No. AUM: $25bn-$50bn. The firm manages $12.01 billion in discretionary accounts and $24.24 billion in non-discretionary accounts. What does this mean? Questions to ask There are no guarantees that working with an adviser will yield positive returns. You are limited to the prior 8 quarters of 13F filings. Since 1994, we have prioritized a culture of intellectual curiosity, creativity, and teamwork. The company was founded in 1994, has 110 employees, and has $20.4 billion in assets under management (AUM). Hall Capital Partners has been the platform for the two multi-industry acquisition funds that Hall Capital has independently launched since 2006: Hall Capital Partners Fund I and Hall Capital Partners Fund II. HCP Absolute Return Fund Offshore Feeder Ai, L.P. HCP China Pe 2009 Feeder Fund (Cayman), L.P. HCP Full Consequence Investing Fund I (Cayman), L.P. HCP Full Consequence Investing Fund II (Cayman), L.P. HCP Private Equity Fund III (Cayman), L.P. HCP Private Equity Fund IV (Cayman), L.P. HCP Private Equity Fund VI (Cayman), L.P. HCP Private Equity Fund VII (Cayman), L.P. HCP Special Opportunities Master Fund, LLC. However, clients using this fee schedule may be subject to additional fees based on their portfolios performance. Questions to ask Will any of my assets be invested in those products? Fund AUM and Sold ($) 50 40 30 20 10 0 2010 2013 2017 2021: Fund Details; Director: HCP Management Company LLC: Custodian: Auditor: BDO USA LLP: Marketer: Broker: Jurisdiction: One-Time Checkup with a Financial Advisor, Holistic full-service team for each client, Regular portfolio reviews and investment reports, Taxes are a sometimes forgotten part of investing. A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. Founded: 1995: Regulatory AUM: 55.71 Billion: . 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. Prior to Hall Capital, she was the senior fund accountant at Thomas Weisel . The assets under management (AUM) of Hall Capital Partners LLC is $36.25 billion. Hall Capital Partners is a registered investment advisor with a team of over 170 employees who help oversee more than $48 billion in assets under management (AUM). Our receipt of such compensation shall not be construed as an endorsement or recommendation by StockBrokers.com, nor shall it bias our reviews, analysis, and opinions. exclusive offers, they cannot pay to alter our recommendations, advice, ratings, or any other content throughout the site. Zoom between states and the national map to see the top spots in each region. Firm can legally elect to accept commissions for their investment advisory services. Hall Capital Partners is a fund manager in San Francisco with $55.71 bn assets under management. This will schedule a job to export all requested 13f holdings data for this filer. Our system has identified the following conflict alerts. The interactive version of this map is only available on Desktop devices. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). You can also choose to visit one of the firm's offices in person. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. Will any of my assets be invested in those products? 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 about $42 billion in assets under management, also participated, Vance Spencer, Framework Ventures' co-founder told Reuters in an interview. Download 13F Summary Hall Capital Partners institutes minimum annual fee requirements for each of its account types. $19,000. 2023 Reink Media Group LLC. Company Details A multi-family office with USD26bn AuM. Browse an unrivalled portfolio of real-time and historical market data and insights from worldwide sources and experts. Hall Capital Partners LLC Salaries. Ultrawealthy families, endowments, foundations and others can turn to Hall Capital Partners, LLC for help managing their investment portfolios and vast wealth. Our clients are families, endowments, and foundations. Track the AUM, funds, and holdings for Hall Capital Partners LLC over time. Ada was responsible for the financial reporting, compliance, operations and management of the investment funds which represented $4.0 billion of AUM. Our role is to serve as an integrated investment partner. See ourCookie Policyfor more information. SEC form, multiple filers or classes of filers, and much more.***. Our Standards: The Thomson Reuters Trust Principles. HCP Energy and Natural Resources Fund, L.P. HCP Full Consequence Investing Fund I, L.P. HCP Full Consequence Investing Fund II, L.P. HCP Full Consequence Investing Fund III, L.P. 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. Clients with base-fee-only accounts are charged an asset-based fee and . Hall Capital Partners LLC is a large advisory firm based in San Francisco. The company employs 157 people that are either part- or full-time employees. SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. and a top 10 holdings concentration of 35.96%. Financial plans and investment portfolios are always unique to the client's personal financial situation. {"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. SEC Filings for Hall Capital Partners LLC (CIK No. The firms team includesseveralchartered financial analysts (CFAs). Hall Capital Partners LLC primarily utilizes a fund of funds strategy. Firm or an advisory affiliate has previously had an investment-related civil action dismissed against them following a cash settlement in court. What does this mean and why is it important? Since day one, our singular focus has been building and managing large investment portfolios. 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 . 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Hall Capital Management Company is a large advisory firm with 455 clients and discretionary assets under management (AUM) of $361,079,957 (Form ADV from 2022-10-27). A Self-Regulatory Organization has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do business denied, suspended, or revoked. This review was produced by SmartAsset based on publicly available information. Industry: Asset Management [email protected] Social: Company Overview; All Interviews (23) All Salaries (16) All Reviews (8) . What does this mean? Address and Contact Info Hall Capital Partners LLC 597 Fifth Avenue, 8th Floor New York, NY 10017 Prior to launching its independent funds, Hall Capital partnered with the Catalyst Group of Houston to launch Catalyst/Hall. Questions to ask The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. Hall Capital Partners, registered in 1995, serves 5 state (s) with a licensed staff of 29 advisors. 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. 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: In the past ten years, firm or an advisory affiliate has been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses. Hall Capital Partners. What happened? Yes or When? Total Employees: 189: For full access to AMObserver including all jobs, executives, news, AUM, and employee count history subscribe now. 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