This includes allocating assets across different areas of the market and among various investment types. Namely, three hedge funds, two real estate funds, six other private funds, and thirty three private equity funds. FINRA data last verified February 17, 2023. Direct links to the EDGAR source material. You can find more information about the New York firm at hallcapital.com/ and its LinkedIn profile. To satisfy both needs, Hall Capital emphasizes diversification, not just nationally but on a global scale. As a result, we do not support personal reviews on the site. Hall Capital Partners, registered in 1995, serves 5 state (s) with a licensed staff of 29 advisors. When? What does this mean and why is it important? 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). Public filings of HCP Private Equity Fund IX-A LP raised by Hall Capital Partners LLC. 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. 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 . Clients with base-fee-only accounts are charged an asset-based fee and . With these respective closings totaling $686 million, Shore now manages a total committed capital base of $2 billion. Hall Capital Partners - Private Equity Company Info Description:Hall Capital Partners is a private equity company based in Chicago, IL. You can also choose to visit one of the firm's offices in person. Our system found no disciplinary alerts. He has served on the Advisory Board of Hall Capital Partners since August 2007. We'll assume you're ok with this, but you can opt-out if you wish. 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. Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. 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). [1]: Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. Investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. or to simply have an email sent to you whenever we receive a new This will schedule a job to export all requested 13f holdings data for this filer. 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: . You must have a subscription to view WhaleScore histories. Reuters provides business, financial, national and international news to professionals via desktop terminals, the world's media organizations, industry events and directly to consumers. Framework plans to invest in fringe areas of decentralized tech, delving deeper into more exploratory projects, including non-fungible tokens (NFTs). Unlike HTTPS connections, HTTP connections are not encrypted. What percentage of income does your firm receive from fees versus commissions? What does this mean? Please provide me a list of the products and a summary of how much your firm earns from them. Questions to ask {"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. Most of the firms AUM belongs to high-net-worth individuals. Will any of my assets be invested in those products? What does this mean and why is it important? One thing that setsthis firm apart from many other firms is that it was founded by a woman, Kathryn Hall. At HCP, we believe that individual experience is essential, but long-term goals are best accomplished together. Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. What does this mean and why is it important? The total number of loans on DeFi platforms hit $86 billion on Thursday, DeFi Pulse data showed, up roughly 650% from $11 billion in October. All rights reserved. However, the firm still maintains its own investment principles, which are first and foremost grounded in a long-term mindset. 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. 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 I update this listing? It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California, Louisiana, Massachusetts, and 3 other states. Questions to ask 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. Build the strongest argument relying on authoritative content, attorney-editor expertise, and industry defining technology. No. Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC. On average, the discretionary accounts where all decisions are made on behalf of the client hold $193.74 million each. Hall Capital Partners is a fee-only financial advisor firm. For further detail, see our articles on different types of advisors and financial advisor services. All quotes delayed a minimum of 15 minutes. What does this mean and why is it important? See ourCookie Policyfor more information. Create Email Alert, ***Log In or What does this mean? This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. Fund AUM and Sold ($) 50 40 30 20 10 0 2011 2015 2019 2023: Fund Details; Director: HCP PEF IX Management LLC: Custodian: ? How do we make money? ? During his career, Rick and his portfolio teams completed more than $18 billion of private debt, direct private equity co-investments and private equity fund commitments. Questions to ask Fund AUM and Sold ($) 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: 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. $70,000. San Francisco, CA 94111. Firm Details for WEST HALL CAPITAL PARTNERS LLC, Location: California, AUM = None, Last Form ADV Filed : 01-March-2022, Officers: MARKOV, GEORGI, STILIANOV, MARKOV, GEORGI, STILIANOV. Advertiser Disclosure: StockBrokers.com helps investors across the globe by spending over 1,000 hours each year testing and researching online brokers. Clients are charged on a quarterly basis. Continuing to browse, clicking I Agree, or closing this banner indicates agreement. What does this mean and why is this important? Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $216.45 million. 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. What does this mean? Hall Capital Partners LLC is a hedge fund manager based in New York, NY. 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 . Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). Type. 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.
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