Direct links to the EDGAR source material. One thing that setsthis firm apart from many other firms is that it was founded by a woman, Kathryn Hall. This arrangement creates a conflict where the firm and its representatives may be incentivized to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. Reuters, the news and media division of Thomson Reuters, is the worlds largest multimedia news provider, reaching billions of people worldwide every day. Also, scroll over any city to learn about the cost of living in retirement for that location. 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. On top of advisory services, the firm doesn't engage in other business activities. Hall Capital Partners generally seeks a minimum amount of $150 million in investment assets for multi-asset class portfolios. You are limited to the prior 8 quarters of 13F filings. What happened? exclusive offers, they cannot pay to alter our recommendations, advice, ratings, or any other content throughout the site. 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. What does this mean and why is it important? $70,000. Hall Capital Partners is a hedge fund company based in San Francisco, CA. This relationship may introduce bias where a firm or related person recommends certain securities with which they are affiliated, rather than others that may have higher returns. 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. During his career, Rick and his portfolio teams completed more than $18 billion of private debt, direct private equity co-investments and private equity fund commitments. What does this mean? 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. 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: . Industries. 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. RADiENT dramatically simplifies identifying and analyzing funds, researching investment advisers and creating portfolios. tips_and_updates Financial Advisor Education. {"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. 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. The interactive version of this map is only available on Desktop devices. Is your firm a broker-dealer or are you affiliated with one? 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. Questions to ask 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. 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. 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). Accolade and Hall Capital confirmed the investment in an email to Reuters. A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. Firm performs side-by-side management with accounts that have differing fee structures. Hall Capital Partners manages $55.7 billion and provides investment advisory services for 185 clients (1:6 advisor/client ratio). How does your firm mitigate them? While this can be seen as "eating your own cooking," there are conflicts that may arise. What does this mean and why is it important? We manage various strategies across the capital structure that include syndicated leveraged loans and high yield bonds to privately negotiated senior secured debt and . Direct links to the EDGAR source material. 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). Sign-up When? read more. 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). AUM: $55.7 BB (2022-03-30) Employees: 189 (15% Investors, 0% Brokers) Phone: 415-288-0544: Address: One Maritime Plaza San Francisco, CA 94111 . On average, the discretionary accounts where all decisions are made on behalf of the client hold $193.74 million each. As a consumer advocacy project, investor.com does not charge any licensing fees for earned state accolade badges. Hall Capital Partners. Whalewisdom has at least 32 13F filings. SEC Filings for Hall Capital Partners LLC (CIK No. Company Details A multi-family office with USD26bn AuM. Some of the major U.S. university endowments were also investors in the fund, he added, but declined to name them. Visit Site, Is this your firm? What does this mean and why is it important? Ultrawealthy families, endowments, foundations and others can turn to Hall Capital Partners, LLC for help managing their investment portfolios and vast wealth. Learn More. 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? 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. For example, front-running is when a financial professional buys or sell securities ahead of their client. Since day one, our singular focus has been building and managing large investment portfolios. What does this mean and why is it important? See here for a complete list of exchanges and delays. compensation-related conflicts of interest, Types of Financial Advisors and How to Choose, What's a Fiduciary (and Why It Matters So Much). Employees dont receive compensation from other entities for client referrals. Questions to ask What does this mean? Track the AUM, funds, and holdings for Hall Capital Partners LLC over time. Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. SmartAssets services are limited to referring users to third party advisers registered or chartered as fiduciaries ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching platform based on information gathered from users through our online questionnaire. For the most up-to-date information, please view the applicable SEC and FINRA reports above. 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. Does your fim accept soft-dollar benefits? containing a link to download the .zip file of the CSV file(s) you requested. Our system has identified the following conflict alerts. He has served on the Advisory Board of Hall Capital Partners since August 2007. What conflicts do I need to be made aware of? When completed, an email will be sent to the email address you specify 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. 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. Financial plans and investment portfolios are always unique to the client's personal financial situation. Our clients are families, endowments, and foundations. Hall Capital Partners LLC Salaries. This foundation is key to our mission of driving excellent results for our clients. Firm or a related person trades securities for themselves that they also recommend to their clients. Fund AUM and Sold ($) 50 40 30 20 10 0 2011 2015 2019 2023: Fund Details; Director: HCP PEF IX Management LLC: Custodian: 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. Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). Assets Under Management $ 48,054,574,293Number of Advisors 28Time in Business Founded in 1994 . What does this mean and why is it important? SEC form, multiple filers or classes of filers, and much more.***. This will schedule a job to export all requested 13f holdings data for this filer. (29 investment advisory or research), Notice of holdings reported by another manager, HCP Absolute Return Fund Master Feeder, LLC. Does your firm, or anyone associated with the firm, practice as a law firm? Hall is still a part-owner of the firm and is active at her alma mater, Princeton. Prior to launching its independent funds, Hall Capital partnered with the Catalyst Group of Houston to launch . We are a diverse and collaborative team of problem solvers. We'll assume you're ok with this, but you can opt-out if you wish. Any data inaccuracies, please contact our team. Median Base Pay. What conflicts arise from this relationship? 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 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. 17 total salary submissions. Investor.com is your trustworthy guide to the world of personal finance. 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. 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. 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 company was founded in 1994, has 110 employees, and has $20.4 billion in assets under management (AUM). Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. We use cookies on this site to provide a more responsive and personalized service. This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. 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. View the latest funds and 13F holdings. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. Hall Capital Partners currently serves clients in the following states: CA, DE, MA, NY, TX. The firm provides services to charitable organizations, other investment advisers, high net worth individuals, pooled investment vehicles, and pension and profit sharing plans. Questions to ask Browse an unrivalled portfolio of real-time and historical market data and insights from worldwide sources and experts. Hall Capital Partners also advises several private funds. The firm manages $12.01 billion in discretionary accounts and $24.24 billion in non-discretionary accounts. 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. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. Each month, investor.com helps thousands of Americans answer the question, "Can I trust you?". [2]: . Clients are charged on a quarterly basis. What does this mean? Type. Our clients are families, endowments, and foundations. 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. How does your firm mitigate conflicts that arise from managing accounts with differing fee structures? The estimated additional pay is $33,121 per year. Eric R. Colson Director. What does this mean? https://facebook.com/HallCapitalManagement Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? Mortgage Calculator Rent vs Buy Additionally, through our pioneering work in Full Consequence Investing (FCI), we aim to support our communities, our planet, and our collective future. 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 must have a subscription to view WhaleScore histories. Their last reported 13F filing for Q4 2022 included $166,419,020 in managed 13F securities 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. "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. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2020, (2) total AUM is at least $100M, (3) does not have employees who are. High-net-worth investors typically want capital growth, but asset protection is also a priority. BARRINGTON, RI 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. NFTs, which have grown sharply in market size, are digital assets on ethereum that are certified to be unique and not interchangeable. 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. For the most part, when a firm includes performance-based fees within its fee schedule, that presents a potential conflict of interest. As a Certified B Corporation, our focus is simple: people before profits. What does this mean? Investment Management. Questions to ask Namely, three hedge funds, two real estate funds, six other private funds, and thirty three private equity funds. Equal-WTWhaleScore 2.0 To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. $89,000. Hall Capital Partners works with Hall Capitals automotive affiliate,The Fred Jones Companies, towards the exploration of automotive-related acquisitions. Investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. Each month, the investor.com Trust algorithm downloads the latest regulatory data from the SEC IAPD database. Since day one, our singular focus has been building and managing large investment portfolios. 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). Hall 38 Ratings As a financial advisory firm, Hall Capital Partners can provide a variety of financial planning services for Americans. 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. What does this mean? $19,000. Hall Capital Partners opened its doors in 1994.