Any data inaccuracies, please contact our team. Reuters provides business, financial, national and international news to professionals via desktop terminals, the world's media organizations, industry events and directly to consumers. the MV of securities sold, whichever is less, Thinking of working with an advisor at Hall Capital Partners? . While StockBrokers.com has all data verified by industry participants, it can vary from time to time. Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. Hall Capital Partners LLC is a hedge fund manager based in New York, NY. The assets under management (AUM) of Liberty Hall Capital Partners, L.P. is $825.35 million, all of which is managed in discretionary accounts. ? What happened? Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC. Prior to launching its independent funds, Hall Capital partnered with the Catalyst Group of Houston to launch Catalyst/Hall. What does this mean and why is it important? Will anyone that was involved be involved with my accounts in any capacity? Disclaimer: It is our organization's primary mission to provide reviews, commentary, and analysis that are unbiased and objective. Hall Capital Management Company's largest . Hall Capital Partners also advises several private funds. 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. . *SEC data last verified February 17, 2023. Which securities does your firm trade for itself that it will also be recommending to me? The SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of its rules. Investment Management. to see more advanced email alert options such as selecting any type of Eric R. Colson, CFA is a managing director and the Chief Executive Officer of Artisan Partners. 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. Most recently, she was the assistant controller at Hall Capital Partners LLC in the Pooled Vehicles Administration group. Median Base Pay. The advisory firm has several streams of revenue. 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. 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. 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 . On top of advisory services, the firm doesn't engage in other business activities. There isnt anyone with the role of looking for and bringing in new clients on behalf of the firm. 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: They operate 28 private funds and have approximately $32.63 billion in total assets under management (AUM). High-net-worth investors typically want capital growth, but asset protection is also a priority. Address and Contact Info Hall Capital Partners LLC One Maritime Plaza, 5th Floor 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. 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. Pleasant Lake Partners; Semanteon Capital Management; Candlestick Capital; Boundary . 415-288-0544 Does the firm offer products that have performance-based fees, or does it accept performance-based fees? Check out the firms full list of services below: Like most financial advisor firms, Hall Capital Partners considers clients risk tolerance, time horizon, liquidity needs and financial objectives when building their portfolios. Their last reported 13F filing for Q4 2022 included $166,419,020 in managed 13F securities and a top 10 holdings concentration of 35.96%. What does this mean? Firms that receive soft-dollar benefits could be incentivized to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best execution for their clients. One-Time Checkup with a Financial Advisor, Holistic full-service team for each client, Regular portfolio reviews and investment reports, Taxes are a sometimes forgotten part of investing. The firm is owned by five of its executives: CEO, co-CIO, Co-Chair and Founder Kathryn Hall; Co-Chair John Buoymaster; Managing Partner and co-CIO Eric Alt; and Managing Partners Simon Krinsky and Sarah Stein. Additionally, through our pioneering work in Full Consequence Investing (FCI), we aim to support our communities, our planet, and our collective future. When? Fund AUM and Sold ($) 50 40 30 20 10 0 2011 2015 2019 2023: Fund Details; Director: HCP PEF IX Management LLC: Custodian: It doesnt run an office outside of the United States. The firm provides services to charitable organizations, other investment advisers, high net worth individuals, pooled investment vehicles, and pension and profit sharing plans. You can also choose to visit one of the firm's offices in person. 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. All rights reserved. Is your firm affiliated with a law firm in any capacity? 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 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). Also, scroll over any city to learn about the cost of living in retirement for that location. Hall Capital Partners manages $55.7 billion and provides investment advisory services for 185 clients (1:6 advisor/client ratio). Checks take place monthly. Accolade and Hall Capital confirmed the investment in an email to Reuters. Compare against similar firms. 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. However, Hall Capital Partners and its advisors are fiduciaries, meaning they are legally bound to act in clients best interests, no matter what. One thing that setsthis firm apart from many other firms is that it was founded by a woman, Kathryn Hall. 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. Learn More. 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. Butler Hall Capital, LLC is an investment management company based in Los Angeles, California. Hall Capital Partners LLC - Assets, Funds, Holdings . 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. Does your fim accept soft-dollar benefits? We'll assume you're ok with this, but you can opt-out if you wish. Contact Details Address:One Maritime Plaza, Hall Capital Partners specializes in Manufacturing, Distribution, and Services. Visit Site, Is this your firm? For further detail, see our articles on different types of advisors and financial advisor services. Firm or a related person trades securities for themselves that they also recommend to their clients. A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. Firm is affiliated with an insurance company or agent who may be motivated to insure clients with products that generate high sales commissions when lower cost alternatives may exist. 17 total salary submissions. We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Company Details A multi-family office with USD26bn AuM. However, the firm still maintains its own investment principles, which are first and foremost grounded in a long-term mindset. What does this mean? Direct links to the EDGAR source material. 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. Zoom between states and the national map to see the top spots in each region. containing a link to download the .zip file of the CSV file(s) you requested. Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. Investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. Our system has identified the following conflict alerts. Hall Capital Partners institutes minimum annual fee requirements for each of its account types. Each month, the investor.com Trust algorithm downloads the latest regulatory data from the SEC IAPD database. Hall Capital Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. Build the strongest argument relying on authoritative content, attorney-editor expertise, and industry defining technology. American Airlines and its flight attendants union on Friday jointly applied for federal mediation in contract negotiations. What does this mean? This website uses cookies to improve your experience. OriginalWhaleScore The industry leader for online information for tax, accounting and finance professionals. This foundation is key to our mission of driving excellent results for our clients. Prior to launching its independent funds, Hall Capital partnered with the Catalyst Group of Houston to launch . As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. 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: . Our partners compensate us through paid advertising. Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? A federal regulatory agency, a state regulatory agency, or a foreign financial regulatory authority other than the SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of investment-related statutes or regulations. While partners may pay to provide offers or be featured, e.g. How many times did it occur? Public filings of Hall Capital Partners LP raised by Hall Capital Management Company LLC. See here for a complete list of exchanges and delays. This is not an offer to buy or sell any security or interest. Firm recommends securities or other investment products to advisory clients in which the firm or a related person has some other proprietary (ownership) interest that isnt related to trading or holding the security or securities themselves personally. 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. Track performance, allocation, dividends, and risks, Annotate, download XLSX & look up similar tables, Filter, compare, and track coins & tokens. Hall Capital Partners opened its doors in 1994. The adviser charges an additional fee when a set benchmark is outperformed. Investor.com is your trustworthy guide to the world of personal finance. What does this mean and why is it important? Hall Capital Partners - Private Equity Company Info Description:Hall Capital Partners is a private equity company based in Chicago, IL. Here's how we make money. email address below and choose 'Submit'. 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. compensation-related conflicts of interest, Types of Financial Advisors and How to Choose, What's a Fiduciary (and Why It Matters So Much). What does this mean? Questions to ask (29 investment advisory or research), Notice of holdings reported by another manager, HCP Absolute Return Fund Master Feeder, LLC. or to simply have an email sent to you whenever we receive a new 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. What does this mean? 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. 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. 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. Download 13F Summary Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. The firm's website is not secure by modern internet standards. 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. 2-10 employees. Since day one, our singular focus has been building and managing large investment portfolios. . The headquarters of Hall Capital Partners is One Maritime Plaza, 6th Floor. For the most up-to-date information, please view the applicable SEC and FINRA reports above. The firm doesnt compensate employees in addition to the salary for bringing in new clients. 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). for Q4 2022: Percentage of assets under management,Fixed fees, PRESIDENT; DIRECTOR; CHIEF COMPLIANCE OFFICER. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. 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. This includes allocating assets across different areas of the market and among various investment types. 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 . 18 percent of the employees work as investment advisers or researchers. Hall Capital Partners ' has two tip schedules : one for base-fee-only accounts and another for base-fee-plus-performance-fee accounts.