Hall Capital Partners LLC primarily utilizes a fund of funds strategy. compensation-related conflicts of interest, Types of Financial Advisors and How to Choose, What's a Fiduciary (and Why It Matters So Much). Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. Huntington Financial Advisors, Atlas Brown, Gradow Capital Management, FXP Advisory Services, Aurora Private Wealth, Was this helpful? SEC Filings for Hall Capital Partners LLC (CIK No. Clients with base-fee-only accounts are charged an asset-based fee and theyll also be responsible for management fees, performance fees, brokerage fees, transaction fees and custodian fees. The assets under management (AUM) of Liberty Hall Capital Partners, L.P. is $825.35 million, all of which is managed in discretionary accounts. 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. What does this mean? 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. and a top 10 holdings concentration of 35.96%. 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. Clients are charged on a quarterly basis. What does this mean? Hall Capital Partners is the private investment affiliate of Hall Capital. Employees dont receive compensation from other entities for client referrals. Our system has identified the following conflict alerts. The adviser's REGISTRATION status is listed below. What does this mean and why is it important? Performance numbers calculated through 2023-02-14. Our partners compensate us through paid advertising. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. How does your firm approach insurance sales? What does this mean and why is this important? For the most up-to-date information, please view the applicable SEC and FINRA reports above. 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. (29 investment advisory or research), Notice of holdings reported by another manager, HCP Absolute Return Fund Master Feeder, LLC. What does this mean and why is it important? 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. 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. Ultrawealthy families, endowments, foundations and others can turn to Hall Capital Partners, LLC for help managing their investment portfolios and vast wealth. Please provide me a list of the products and a summary of how much your firm earns from them. See ourCookie Policyfor more information. 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. See here for a complete list of exchanges and delays. Hall Capital Partners Visit Site add_a_photo Overall 4.5 Year Registered 1995 Disciplinary Alerts 0 Conflict alerts Questions to ask Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $216.45 million. AUM: $25bn-$50bn. Hall Capital Partners is a fund manager in San Francisco with $55.71 bn assets under management. HCP Private Equity Fund IX-A LP - . . This could also limit the number and diversity of investment options available and may impact their transferability. They operate 28 private funds and have approximately $32.63 billion in total assets under management (AUM). Founded: 1995: Regulatory AUM: 55.71 Billion: . Since day one, our singular focus has been building and managing large investment portfolios. You are limited to the prior 8 quarters of 13F filings. You can find more information about the New York firm at hallcapital.com/ and its LinkedIn profile. The firm's website is not secure by modern internet standards. Firm or a related person trades securities for themselves that they also recommend to their clients. 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. These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. 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. Compare against similar firms. Hall Capital Partners also advises several private funds. Hall Capital Partners manages $55.7 billion and provides investment advisory services for 185 clients (1:6 advisor/client ratio). Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. Website. The assets under management (AUM) of Hall Capital Partners LLC is $36.25 billion. Hall Capital Partners LLC Salaries. The firm's AUM has grown by 71% since the beginning of its operation, and $413.59 million of the total AUM is attributable to clients outside of the United States. Additionally, through our pioneering work in Full Consequence Investing (FCI), we aim to support our communities, our planet, and our collective future. Total Employees: 189: For full access to AMObserver including all jobs, executives, news, AUM, and employee count history subscribe now. Firm or related person receives soft-dollar benefits in connection with client securities transactions. 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 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. Framework plans to invest in fringe areas of decentralized tech, delving deeper into more exploratory projects, including non-fungible tokens (NFTs). How many times did it occur? Questions to ask 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). To us, long-term success means both making a commitment to future generations while focusing on making a difference today. 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 . The annual rates associated with the firms base-fee-plus-performance-fee accounts are slightly lower. Among the 6 most similar advisory firms, Hall Capital Partners has the highest percentage of high net worth individuals out of all clients. What does this mean? Investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. 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. $89,000. Continuing to browse, clicking I Agree, or closing this banner indicates agreement. https://facebook.com/HallCapitalManagement, View Last Form Adv Compilation Report on Record, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. https://facebook.com/HallCapitalManagement Firm can legally elect to accept commissions for their investment advisory services. Company Details A multi-family office with USD26bn AuM. Contact Details Address:One Maritime Plaza, As a consumer advocacy project, investor.com does not charge any licensing fees for earned state accolade badges. What does this mean? Questions to ask 13F filing from HALL CAPITAL MANAGEMENT COMPANY INC, enter your For instance, research has shown that mutual funds that use incentive fees take on more risk than funds that do not, and tend to double down and increase their risk following a poor performance. Why doesnt your firm use a secure website? No. In the past ten years, a regulatory agency other than 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 is a registered investment advisor with a team of over 170 employees who help oversee more than $48 billion in assets under management (AUM). The firm provides services to charitable organizations, other investment advisers, high net worth individuals, pooled investment vehicles, and pension and profit sharing plans. With respect to such information, investor.com cannot and does not independently verify, audit, validate, assess or guarantee the adequacy, accuracy, or completeness of such information; such information is not included or otherwise incorporated within investor.com's Trust Score algorithm or review process. 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. Screen for heightened risk individual and entities globally to help uncover hidden risks in business relationships and human networks. Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). We give you the access and tools to invest like a Wall Street money manager at a Main Street price. 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. As a financial advisory firm, Hall Capital Partners can provide a variety of financial planning services for Americans. S&P 500WhaleScore Questions to ask Our clients are families, endowments, and foundations. 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). Hall is still a part-owner of the firm and is active at her alma mater, Princeton. Visit Site, Is this your firm? Hall Capital Partners specializes in Manufacturing, Distribution, and Services. The estimated additional pay is $33,121 per year. Apply for Trusted badge. 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? Qualified participating firms must abide by investor.com Certification program's terms and conditions when utilizing an awarded "Trusted by investor.com" badge, as well as in connection with permitted enhancements to the firm's investor.com profile page. 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 felony. What does this mean? Here's how we make money. 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. Los Angeles, CA. All investing involves risk, including loss of principal. 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). Zoom between states and the national map to see the top spots in each region. 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. You can choose to either have these fees billed to you, or you can have them directly withdrawn from your assets under the firms management. Read through our introductory course to financial advisors. Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. "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. Pleasant Lake Partners; Semanteon Capital Management; Candlestick Capital; Boundary . The best way to reach Hall Capital Partners to open a new account is by calling the firm at (415) 288-0544. As a Certified B Corporation, our focus is simple: people before profits. What does this mean? Hall Capital Partners LLC is a large advisory firm based in San Francisco. 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. 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. NFTs can be used to represent assets such as art, photos, videos, audio, and other types of digital files. 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. This website uses cookies to improve your experience. The company was founded in 1994, has 110 employees, and has $20.4 billion in assets under management (AUM). Hall Capital Partners works with Hall Capitals automotive affiliate,The Fred Jones Companies, towards the exploration of automotive-related acquisitions. Why does your firm believe in offering commission-based services to clients? [1]: May 2021 Aug 2021 Dec 2021 Apr . Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens. ? The minimum investment commitment required of non-related persons ranges from $0 to $3,000,000. Hall Capital Management Company's largest holding is Microsoft Corp. with shares held of 44,548. What does this mean? The San Francisco-based firm employs a small team of advisors and doesn't manage that many accounts. People moves and Hedge Fund launches included . Does the firm offer products that have performance-based fees, or does it accept performance-based fees? However, Hall Capital Partners and its advisors are fiduciaries, meaning they are legally bound to act in clients best interests, no matter what. 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 . While StockBrokers.com has all data verified by industry participants, it can vary from time to time. We are a diverse and collaborative team of problem solvers. Hall Capital Partners institutes minimum annual fee requirements for each of its account types. 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. When completed, an email will be sent to the email address you specify Is your firm affiliated with a law firm in any capacity? 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. SEC form, multiple filers or classes of filers, and much more.***. Each month, the investor.com Trust algorithm downloads the latest regulatory data from the SEC IAPD database. Terms of Use | Disclaimers | Privacy Policy. Address and Contact Info Hall Capital Partners LLC 597 Fifth Avenue, 8th Floor New York, NY 10017 Reuters provides business, financial, national and international news to professionals via desktop terminals, the world's media organizations, industry events and directly to consumers. However, the firm does implement the following minimum annual fees: These high minimum fees mean that it will generally only be a good choice for high-net-worth clients. What does this mean and why is it important? To learn more about the private investment team, visit our Leadership page. Our system found no disciplinary alerts. What does this mean and why is it important? The most comprehensive solution to manage all your complex and ever-expanding tax and compliance needs. What does this mean and why is it important? Firm performs side-by-side management with accounts that have differing fee structures. The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. All requests for updated information should also be reported directly to the SEC and/or FINRA. 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. 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. Hall Capital Management Company is based out of Barrington. Subscribe to WhaleWisdom to view all filing data Is your firm a broker-dealer or are you affiliated with one? Furthermore, our content and research teams do not participate in any advertising planning nor are they permitted access to advertising campaign data. *SEC data last verified February 17, 2023. 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. The company employs 157 people that are either part- or full-time employees. Industries. Hall Capital Partners. What does this mean? 415-288-0544 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. The firm's AUM has grown by 143% since the beginning of its operation, and $261.53 million of the total AUM is attributable to clients outside of the United States. for Q4 2022: Percentage of assets under management,Fixed fees, PRESIDENT; DIRECTOR; CHIEF COMPLIANCE OFFICER. 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. Prior to joining the firm in January 2005, Mr. Colson was an executive vice president of Callan Associates, Inc. where he managed the . See here for a complete list of exchanges and delays. San Francisco, CA 94111. Questions to ask 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. A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. Most recently, she was the assistant controller at Hall Capital Partners LLC in the Pooled Vehicles Administration group. [2]: Their last reported 13F filing for Q4 2022 included $166,419,020 in managed 13F securities Median Bonus Pay. Average Retirement Savings: How Do You Compare? What does this mean? Median Base Pay. "This fund is really about the maturation of crypto into this larger than DeFi mass market consumer application," Spencer said. Hall Capital Partners LLC - Assets, Funds, Holdings . Our attention to Diversity, Equity, and Inclusion (DEI) shapes our firm culture and the ways in which we interact with the broader investment industry. SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Financial plans and investment portfolios are always unique to the client's personal financial situation. Eric R. Colson Director. Hall Capital Partners LLC is a hedge fund manager based in New York, NY. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. Questions to ask To satisfy both needs, Hall Capital emphasizes diversification, not just nationally but on a global scale. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. Browse an unrivalled portfolio of real-time and historical market data and insights from worldwide sources and experts. ? What does this mean and why is it important? When? 18 percent of the employees work as investment advisers or researchers. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. While partners may pay to provide offers or be featured, e.g. Their last reported 13F filing for Q4 2022 included $166,419,020 in managed 13F securities and a top 10 holdings concentration of 35.96%. You can also choose to visit one of the firm's offices in person. Hall Capital Partners currently serves clients in the following states: CA, DE, MA, NY, TX. 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. Reading: Hall Capital Partners Review . 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. He has served on the Advisory Board of Hall Capital Partners since August 2007. Questions to ask Type. Investment Advisor 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. Some firms receive these fees as payments, which creates an incentive to promote them. Download 13F Summary Since day one, our singular focus has been building and managing large investment portfolios. 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. 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. They operate 28 private funds and have approximately $32.63 billion in total assets under management (AUM). We'll assume you're ok with this, but you can opt-out if you wish. In this review, we explore the firm's fees, services, investment strategies and more. Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. There isnt anyone with the role of looking for and bringing in new clients on behalf of the firm. Please see our General Disclaimers for more information. Total Median Pay. In total, Hall Capital Partners manages $55.7 billion in assets. How does your firm mitigate conflicts that arise from managing accounts with differing fee structures? What does this mean? What does this mean? Fund AUM and Sold ($) 50 40 30 20 10 0 2011 2015 2019 2023: Fund Details; Director: HCP PEF IX Management LLC: Custodian: What does this mean? 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 . At HCP, we believe that individual experience is essential, but long-term goals are best accomplished together.