Public filings of HCP Private Equity Fund IX-A LP raised by Hall Capital Partners LLC. 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. This review was produced by SmartAsset based on publicly available information. 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. 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). 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. Hall Capital Partners, registered in 1995, serves 5 state (s) with a licensed staff of 29 advisors. 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. This is not an offer to buy or sell any security or interest. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. Address and Contact Info Hall Capital Partners LLC One Maritime Plaza, 5th Floor We give you the access and tools to invest like a Wall Street money manager at a Main Street price. [2]: 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. This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. 2023 Reink Media Group LLC. It prepares financial plans for more than 100 clients. One Maritime Plaza, 6th Floor. Hall Capital Partners also advises several private funds. Our clients are families, endowments, and foundations. You are limited to the prior 8 quarters of 13F filings. 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. Does your firm, or anyone associated with the firm, practice as a law firm? 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? Hall Capital Management Company's largest . What conflicts do I need to be made aware of? 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. Prior to launching its independent funds, Hall Capital partnered with the Catalyst Group of Houston to launch Catalyst/Hall. How do I update this listing? 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. Download 13F Summary For the most part, when a firm includes performance-based fees within its fee schedule, that presents a potential conflict of interest. Accolade and Hall Capital confirmed the investment in an email to Reuters. What does this mean? Each month, the investor.com Trust algorithm downloads the latest regulatory data from the SEC IAPD database. 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. What does this mean? Disclaimer: It is our organization's primary mission to provide reviews, commentary, and analysis that are unbiased and objective. We'll assume you're ok with this, but you can opt-out if you wish. Alt Turnover is calculated by taking either the total MV of new purchases or Also, scroll over any city to learn about the cost of living in retirement for that location. To learn more about the private investment team, visit our Leadership page. As a result, we do not support personal reviews on the site. As a consumer advocacy project, investor.com does not charge any licensing fees for earned state accolade badges. 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. exclusive offers, they cannot pay to alter our recommendations, advice, ratings, or any other content throughout the site. How does your firm approach insurance sales? $89,000. SEC form, multiple filers or classes of filers, and much more.***. Hall Capital Partners institutes minimum annual fee requirements for each of its account types. 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. What does this mean? What does this mean? 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. ? What does this mean and why is it important? Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. 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. Investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. Our role is to serve as an integrated investment partner. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest. AUM: $25bn-$50bn. To learn about Hall Capitals current and past portfolio companies, visit ourPortfolio Companies page. 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 hedge fund company based in San Francisco, CA. Firm or related person receives soft-dollar benefits in connection with client securities transactions. 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. What happened? Total Median Pay. Most recently, she was the assistant controller at Hall Capital Partners LLC in the Pooled Vehicles Administration group. 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. 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. Hall Capital Partners has two fee schedules: one for base-fee-only accounts and another for base-fee-plus-performance-fee accounts. Hall Capital Partners, registered in 1995, serves 5 state(s) with a licensed staff of 29 advisors. What does this mean? 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. Questions to ask Investment Management. https://facebook.com/HallCapitalManagement, View Last Form Adv Compilation Report on Record, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. 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. When? He has served on the Advisory Board of Hall Capital Partners since August 2007. What does this mean and why is it important? for HALL CAPITAL MANAGEMENT COMPANY INC, Top 20 equal-weighted holdings. Hall Capital Partners ' has two tip schedules : one for base-fee-only accounts and another for base-fee-plus-performance-fee accounts. Any data inaccuracies, please contact our team. Our long-term dedication to our clients is strengthened by consistency of people, approach, and culture. While Hall Capital Partners advises clients across a variety of portfolio sizes, the average client balance is currently $301.1 million. SmartAsset does not review the ongoing performance of any Adviser, participate in the management of any users account by an Adviser or provide advice regarding specific investments. Hall Capital Partners LLC is a hedge fund manager based in New York, NY. Fund AUM and Sold ($) 50 40 30 20 10 0 2011 2015 2019 2023: Fund Details; Director: HCP PEF IX Management LLC: Custodian: Hall Capital. read more. What does this mean? Butler Hall Capital, LLC is an investment management company based in Los Angeles, California. They operate 28 private funds and have approximately $32.63 billion in total assets under management (AUM). 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 joining the firm in January 2005, Mr. Colson was an executive vice president of Callan Associates, Inc. where he managed the . You can find more information about the New York firm at hallcapital.com/ and its LinkedIn profile. What does this mean and why is it important? Does the firm offer products that have performance-based fees, or does it accept performance-based fees? 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. Company size. Median Base Pay. Equal-WTWhaleScore 2.0 Total Employees: 189: For full access to AMObserver including all jobs, executives, news, AUM, and employee count history subscribe now. He spent his entire career with Northwestern Mutual Capital (NMC), the $50+ billion AUM private debt and equity investment arm of The Northwestern Mutual Life Insurance Company. 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. [1]: The company was founded in 1994, has 110 employees, and has $20.4 billion in assets under management (AUM). Ex-US congressman 'abused trust' to trade before mergers, prosecutor says, Genentech sues Biogen for royalties on blockbuster MS drug, Reporting by Gertrude Chavez-Dreyfuss; Editing by Alden Bentley and Richard Chang, Air Canada pilots decry 'embarrassing' pay gap with U.S. after Delta deal, US Justice Dept warns of steeper penalties for firms that fall foul of messaging policies, National Instruments picks Fortive, Keysight as challengers to Emerson's bid -sources, Senator Warren urges transport regulator to block U.S. railroad deal, American Airlines, flight attendants union seek mediation in contract negotiations, Argentina melts in late-summer heat wave as records tumble, As space junk threat grows, government and investors seek solutions, Indonesian officials call for audit after Pertamina fire kills 15, Brazil's Petrobras faces legal risks after halting asset sales -lawyers, Exclusive news, data and analytics for financial market professionals. 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 . High-net-worth investors typically want capital growth, but asset protection is also a priority. What does this mean? 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). 1616461) SEC Filings. The San Francisco-based firm employs a small team of advisors and doesn't manage that many accounts. This could also limit the number and diversity of investment options available and may impact their transferability. 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. These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. 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 is a family-owned private investment company, and is the home of a diversified collection of business interests, with offices in Oklahoma City, Nashville, Chicago and Dallas. 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. All rights reserved. Financial advisors help you achieve your life goals, such as saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds). How do we make money? tips_and_updates Financial Advisor Education. What does this mean? containing a link to download the .zip file of the CSV file(s) you requested. 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: 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. Hall Capital Partners works with Hall Capitals automotive affiliate,The Fred Jones Companies, towards the exploration of automotive-related acquisitions. 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. Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. 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. See here for a complete list of exchanges and delays. Questions to ask The firm doesnt compensate employees in addition to the salary for bringing in new clients. Firm or a related person trades securities for themselves that they also recommend to their clients. Each month, investor.com helps thousands of Americans answer the question, "Can I trust you?". Additionally, through our pioneering work in Full Consequence Investing (FCI), we aim to support our communities, our planet, and our collective future. Zoom between states and the national map to see the top spots in each region. San Francisco, CA 94111, 850 Third Avenue, 19th Floor, New York, New York 10022. 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. Reuters provides business, financial, national and international news to professionals via desktop terminals, the world's media organizations, industry events and directly to consumers. 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.