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Company Details A multi-family office with USD26bn AuM. HALL CAPITAL PARTNERS LLC ( CRD # 106759/SEC#:801-49751 ) HALL CAPITAL PARTNERS LLC, OFFIT HALL CAPITAL MANAGEMENT LLC, LAUREL MANAGEMENT CO LLC, KHALL LLC (RELYING ADVISER) View latest Form ADV filed Part 2 Brochures Part 3 Relationship Summary. Website. The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. the MV of securities sold, whichever is less, There are no guarantees that working with an adviser will yield positive returns. matches you with up to three financial advisors who serve your area, and you can interview your advisor matches at no cost to decide which one is right for you. Public filings of Hall Capital Partners LP raised by Hall Capital Management Company LLC. Questions to ask ? 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. 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. The best way to reach Hall Capital Partners to open a new account is by calling the firm at (415) 288-0544. These fees dont include brokerage commissions, interest, taxes, and other account expenses. 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. People moves and Hedge Fund launches included . Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. Contact Details Address:One Maritime Plaza, Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. This website uses cookies to improve your experience. RADiENT dramatically simplifies identifying and analyzing funds, researching investment advisers and creating portfolios. 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. Questions to ask Direct links to the EDGAR source material. Questions to ask Hall Capital Partners has two fee schedules: one for base-fee-only accounts and another for base-fee-plus-performance-fee accounts. What does this mean and why is it important? Download 13F Summary What does this mean and why is this important? compensation-related conflicts of interest, Types of Financial Advisors and How to Choose, What's a Fiduciary (and Why It Matters So Much). The firm is owned by five of its executives: CEO, co-CIO, Co-Chair and Founder Kathryn Hall; Co-Chair John Buoymaster; Managing Partner and co-CIO Eric Alt; and Managing Partners Simon Krinsky and Sarah Stein. The advisory firm has several streams of revenue. Hall Capital Partners is the private investment affiliate of Hall Capital. San Francisco, CA 94111. Los Angeles, CA. What does this mean? It prepares financial plans for more than 100 clients. 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. $19,000. Prior to launching its independent funds, Hall Capital partnered with the Catalyst Group of Houston to launch . When completed, an email will be sent to the email address you specify Lincoln Capital Fixed Income Management Company, Halbis Capital Management (Hong Kong) Limited, Stocks and cryptocurrency portfolio tracker, Chief executive officer, co-chief investment officer, executive committee member, board member, khall llc managing member, Chairman, executive committee member, board member, member classes a and c, managing director, Director of portfolio management - families, executive committee member, member class c, managing director, President, executive committee member, member class c, managing director, Director of portfolio management, executive committee member, member class c, managing director, General counsel, chief compliance officer, executive committee member, member class c, managing director, Co-chief investment officer, executive committee member, member class c, managing director, President, board member, managing director, Head of equity strategies research, member class c, managing director, Director of research, member class c, managing director, Director of information technology, head of operational due diligence, member class c, managing director, Portfolio manager, member class c, managing director, Director of portfolio management - institutions, member class c, managing director, Head of real assets research, member class c, managing director, Director of strategy funds and finance, member class c, managing director, Real assets research, member class c, managing director, Full consequence investing research, member class c, managing director, Absolute return/credit research, member class c, managing director, Public equity research, member class c, managing director, Private equity research, member class c, managing director, Firm innovations, operations, member class c, managing director. Clients are charged on a quarterly basis. and a top 10 holdings concentration of 35.96%. FINRA data last verified February 17, 2023. We use cookies on this site to provide a more responsive and personalized service. NFTs can be used to represent assets such as art, photos, videos, audio, and other types of digital files. Questions to ask Eric R. Colson Director. Please see our General Disclaimers for more information. Prior to joining the firm in January 2005, Mr. Colson was an executive vice president of Callan Associates, Inc. where he managed the . 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. Eric R. Colson, CFA is a managing director and the Chief Executive Officer of Artisan Partners. read more. 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. What does this mean and why is it important? As a woman-founded firm with senior leadership that is 50% women, diversity is a part of who we are. ? "This fund is really about the maturation of crypto into this larger than DeFi mass market consumer application," Spencer said. Firms that earn a 4.5 or 5 star rating are also eligible to receive the "Trusted by investor.com" badge. For the most up-to-date information, please view the applicable SEC and FINRA reports above. The firm's website is not secure by modern internet standards. Direct links to the EDGAR source material. Screen for heightened risk individual and entities globally to help uncover hidden risks in business relationships and human networks. Visit Site, Is this your firm? 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. What conflicts arise from this relationship? Menu burger Close thin Facebook Twitter Google plus Linked in Reddit Email arrow-right-sm arrow-right Loading Home Buying Calculators How Much House Can I Afford? Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter. The firm provides services to charitable organizations, other investment advisers, high net worth individuals, pooled investment vehicles, and pension and profit sharing plans. ? $70,000. 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. Hall 38 Ratings Founded: 1995: Regulatory AUM: 55.71 Billion: . What does this mean? The assets under management (AUM) of Hall Capital Partners LLC is $36.25 billion. Zoom between states and the national map to see the top spots in each region. See ourCookie Policyfor more information. What does this mean and why is it important? Average Retirement Savings: How Do You Compare? View the latest funds and 13F holdings. What conflicts do I need to be made aware of? Hall Capital Partners has custody of $3.07 billion in cash and securities for 12 clients in total but doesnt act as a qualified custodian. Hall Capital Partners, registered in 1995, serves 5 state(s) with a licensed staff of 29 advisors. At HCP, we believe that individual experience is essential, but long-term goals are best accomplished together. What does this mean? Our clients are families, endowments, and foundations. "Right now, with games coming on board blockchains with NFTs and DeFi fully mature, you really have this amazing alternative financial services stack that you cannot get anywhere else in the world," Spencer said. It manages $36.25 billion of regulatory assets for 174 client accounts. Hall Capital Partners LLC Salaries. Compare against similar firms. What happened? 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. Hall Capital Partners LLC is a hedge fund manager based in New York, NY. 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. Does the firm offer products that have performance-based fees, or does it accept performance-based fees? 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. Most recently, she was the assistant controller at Hall Capital Partners LLC in the Pooled Vehicles Administration group. What percentage of income does your firm receive from fees versus commissions? 17 total salary submissions. Each month, the investor.com Trust algorithm downloads the latest regulatory data from the SEC IAPD database. As a result, we do not support personal reviews on the site. All requests for updated information should also be reported directly to the SEC and/or FINRA. tips_and_updates Financial Advisor Education. The company was founded in 1994, has 110 employees, and has $20.4 billion in assets under management (AUM). The adviser charges an additional fee when a set benchmark is outperformed. Investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. Our system has identified the following conflict alerts. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. 415-288-0544 (29 investment advisory or research), Notice of holdings reported by another manager, HCP Absolute Return Fund Master Feeder, LLC. To satisfy both needs, Hall Capital emphasizes diversification, not just nationally but on a global scale. As a Certified B Corporation, our focus is simple: people before profits. The SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of its rules. . An additional office of the firm is in New York, NY. Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. San Francisco, CA 94111, 850 Third Avenue, 19th Floor, New York, New York 10022. Investment Advisor Participation in the Certification program, including the payment of an annual fee to investor.com, does not guarantee or in any way bias investor.com's decision to award "Trusted by investor.com" status, and "Trusted by investor.com" status shall not constitute or be construed as an endorsement of any firm by investor.com. No. They operate 28 private funds and have approximately $32.63 billion in total assets under management (AUM). 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. Firm or related person receives soft-dollar benefits in connection with client securities transactions. Our. Since day one, our singular focus has been building and managing large investment portfolios. The SEC or CFTC 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. There isnt anyone with the role of looking for and bringing in new clients on behalf of the firm. Address and Contact Info Hall Capital Partners LLC One Maritime Plaza, 5th Floor 1% of the firms clients are foreign persons or businesses. What does this mean and why is this important? Hall Capital Partners services are angled more towards investment management than different types of financial planning, like retirement planning. Should I Hire a Financial Advisor or DIY It? Investment Management. Hall Capital Partners also advises several private funds. How does your firm mitigate conflicts that arise from managing accounts with differing fee structures? 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. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. Since day one, our singular focus has been building and managing large investment portfolios. Is your firm a broker-dealer or are you affiliated with one? 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. Does your firm, or anyone associated with the firm, practice as a law firm? Hall Capital Partners LLC primarily utilizes a fund of funds strategy. Firms having met these requirements may further elect to participate in the investor.com Certification program for an annual fee paid to investor.com. Public filings of HCP Private Equity Fund IX-A LP raised by Hall Capital Partners LLC. S&P 500WhaleScore For further detail, see our articles on different types of advisors and financial advisor services. A regulatory agency other than the SEC or CFTC 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. Hall Capital Partners. Firm can legally elect to accept commissions for their investment advisory services. Our system found no disciplinary alerts. The company was founded in 1994, has 110 employees, and has $20.4 billion in assets under management (AUM). HCP Special Opportunities Offshore Feeder Fund, L.P. HCP China Capital Appreciation Fund, L.P. HCP Early Stage Venture Fund, L.P. - Series 1, HCP Early Stage Venture Fund, L.P. - Series 2, HCP Early Stage Venture Fund, L.P. - Series 3. Hall Capital Partners, registered in 1995, serves 5 state (s) with a licensed staff of 29 advisors. Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens. As a consumer advocacy project, investor.com does not charge any licensing fees for earned state accolade badges. Address and Contact Info Hall Capital Partners LLC 597 Fifth Avenue, 8th Floor New York, NY 10017 Questions to ask 189 This will schedule a job to export all requested 13f holdings data for this filer. What does this mean? exclusive offers, they cannot pay to alter our recommendations, advice, ratings, or any other content throughout the site. What does this mean and why is it important? We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors. 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 - Assets, Funds, Holdings . Apply for Trusted badge. Hall Capital Partners manages $55.7 billion and provides investment advisory services for 185 clients (1:6 advisor/client ratio). to see more advanced email alert options such as selecting any type of 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. 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. 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. Most of the firms AUM belongs to high-net-worth individuals. Hall Capital. My background includes five years of experience in compliance and investor relations with Hall Capital Partners, a well-respected investment firm with $50B in assets under management (AUM). The firm charges a 10% performance fee if a clients assets experience at least 8% growth beyond the portfolios high watermark, or all-time high. 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. While this allows for a broader range of investment options and management styles to be offered by a firm, it can create an incentive for the firm to put their financial interests ahead of your own. 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). Here's how we make money. What does this mean? Create Email Alert, ***Log In or Build the strongest argument relying on authoritative content, attorney-editor expertise, and industry defining technology. 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. How do I update this listing? For the most part, when a firm includes performance-based fees within its fee schedule, that presents a potential conflict of interest. Ada was responsible for the financial reporting, compliance, operations and management of the investment funds which represented $4.0 billion of AUM. Some firms receive these fees as payments, which creates an incentive to promote them. 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).