When completed, an email will be sent to the email address you specify It also works with families, foundations, endowments, charitable organizations, investment advisors, pension plans, profit-sharing plans and pooled investment vehicles. $89,000. What does this mean? Firm or a related person trades securities for themselves that they also recommend to their clients. Namely, three hedge funds, two real estate funds, six other private funds, and thirty three private equity funds. Hall Capital Partners services are angled more towards investment management than different types of financial planning, like retirement planning. RADiENT dramatically simplifies identifying and analyzing funds, researching investment advisers and creating portfolios. 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. What percentage of income does your firm receive from fees versus commissions? Investment Management. What does this mean? You can also choose to visit one of the firm's offices in person. . 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View the latest funds and 13F holdings. Since 1994, we have prioritized a culture of intellectual curiosity, creativity, and teamwork. In total, Hall Capital Partners manages $55.7 billion in assets. Questions to ask 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. Los Angeles, CA. Track the AUM, funds, and holdings for Hall Capital Partners LLC over time. Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC. Visit Site, Is this your firm? 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. Please provide me a list of the products and a summary of how much your firm earns from them. What does this mean and why is it important? Hall Capital Partners is a fee-only financial advisor firm. The adviser's REGISTRATION status is listed below. Our clients are families, endowments, and foundations. You can find more information about the New York firm at hallcapital.com/ and its LinkedIn profile. The headquarters of Hall Capital Partners is One Maritime Plaza, 6th Floor. What does this mean? Total Median Pay. Compare against similar firms. "Trusted by investor.com" status is reserved to those financial advisor firms meeting investor.com's strict requirements, beginning with earning no less than a 4.5 to 5 -star rating based on investor.com's independent Trust algorithm analysis. What does this mean and why is it important? Our. 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 . Also, scroll over any city to learn about the cost of living in retirement for that location. 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. Direct links to the EDGAR source material. 13F filing from HALL CAPITAL MANAGEMENT COMPANY INC, enter your 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. On the other hand, a fee-based firm would receive client-paid fees and third-party commissions for things like insurance sales. Our clients are families, endowments, and foundations. All requests for updated information should also be reported directly to the SEC and/or FINRA. Contact Details Address:One Maritime Plaza, The firm provides services to charitable organizations, other investment advisers, high net worth individuals, pooled investment vehicles, and pension and profit sharing plans. Investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. The estimated base pay is $84,585 per year. 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. Our system has identified the following conflict alerts. S&P 500WhaleScore Hall Capital Partners, registered in 1995, serves 5 state (s) with a licensed staff of 29 advisors. If youre ready to find an advisor who can help you achieve your financial goals. 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. 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 . OriginalWhaleScore The estimated total pay for a Analyst at Hall Capital Partners is $117,706 per year. "This fund is really about the maturation of crypto into this larger than DeFi mass market consumer application," Spencer said. 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). Equal-WTWhaleScore 2.0 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. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. Industry: Asset Management [email protected] Social: Company Overview; All Interviews (23) All Salaries (16) All Reviews (8) . 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. Hall Capital Partners - Private Equity Company Info Description:Hall Capital Partners is a private equity company based in Chicago, IL. All information is accurate as of the writing of this article. 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. The SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of its rules. Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. Public filings of Hall Capital Partners LP raised by Hall Capital Management Company LLC. Hall Capital Partners LLC primarily utilizes a fund of funds strategy. [2]: to see more advanced email alert options such as selecting any type of A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. Hall Capital Partners is The Private Investment Affiliate of Hall Capital. 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. Questions to ask To us, long-term success means both making a commitment to future generations while focusing on making a difference today. Eric R. Colson Director. Which securities does your firm trade for itself that it will also be recommending to me? Continuing to browse, clicking I Agree, or closing this banner indicates agreement. Disclaimer: It is our organization's primary mission to provide reviews, commentary, and analysis that are unbiased and objective. Sign-up How do I update this listing? It manages $36.25 billion of regulatory assets for 174 client accounts. Clients are charged on a quarterly basis. What does this mean? 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. Hall Capital Partners LLC primarily utilizes a fund of funds strategy. Thinking of working with an advisor at Hall Capital Partners? https://facebook.com/HallCapitalManagement Hall Capital Partners is the private investment affiliate of Hall Capital. They operate 28 private funds and have approximately $32.63 billion in total assets under management (AUM). 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). However, Hall Capital Partners and its advisors are fiduciaries, meaning they are legally bound to act in clients best interests, no matter what. 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. Questions to ask Company Details A multi-family office with USD26bn AuM. 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 . Questions to ask 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. Their last reported 13F filing for Q4 2022 included $166,419,020 in managed 13F securities 1616461) SEC Filings. Our partners compensate us through paid advertising. *SEC data last verified February 17, 2023. 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. May 2021 Aug 2021 Dec 2021 Apr . Hall Capital Partners LLC is a hedge fund manager based in San Francisco, CA. Access unmatched financial data, news and content in a highly-customised workflow experience on desktop, web and mobile. 18 percent of the employees work as investment advisers or researchers. 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: [email protected], 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 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. Eric R. Colson, CFA is a managing director and the Chief Executive Officer of Artisan Partners. 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. and a top 10 holdings concentration of 35.96%. While this can be seen as "eating your own cooking," there are conflicts that may arise. No. 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 . Industries. Firm can legally elect to accept commissions for their investment advisory services. Build the strongest argument relying on authoritative content, attorney-editor expertise, and industry defining technology. What does this mean? Why doesnt your firm use a secure website? https://facebook.com/HallCapitalManagement, View Last Form Adv Compilation Report on Record, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. Prior to launching its independent funds, Hall Capital partnered with the Catalyst Group of Houston to launch Catalyst/Hall. Questions to ask This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. What does this mean? What does this mean? Type. 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. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $216.45 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. Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. 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. 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. Firm or a related person recommends the purchase of securities where the firm or a related person serves as an underwriter or general or managing partner. This review was produced by SmartAsset based on publicly available information. Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. Yes or Hall Capital Partners specializes in Manufacturing, Distribution, and Services. Address and Contact Info Hall Capital Partners LLC One Maritime Plaza, 5th Floor 2023 Reink Media Group LLC. NFTs can be used to represent assets such as art, photos, videos, audio, and other types of digital files. Any data inaccuracies, please contact our team. Our role is to serve as an integrated investment partner. Will anyone that was involved be involved with my accounts in any capacity? How does your firm mitigate conflicts that arise from managing accounts with differing fee structures? Assets Under Management $ 48,054,574,293Number of Advisors 28Time in Business Founded in 1994 . Hall Capital Partners LLC Salaries. Alt Turnover is calculated by taking either the total MV of new purchases or Median Bonus Pay. Investment Advisor Questions to ask 2-10 employees. Hall 38 Ratings Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. Direct links to the EDGAR source material. As a result, we do not support personal reviews on the site. The adviser charges an additional fee when a set benchmark is outperformed. What does this mean? He has served on the Advisory Board of Hall Capital Partners since August 2007. Questions to ask What does this mean? 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: Our attention to Diversity, Equity, and Inclusion (DEI) shapes our firm culture and the ways in which we interact with the broader investment industry. read more. The minimum investment commitment required of non-related persons ranges from $0 to $3,000,000. Since day one, our singular focus has been building and managing large investment portfolios. Hall Capital Partners LLC specializes in Fund of Funds and was founded in 1994. [1]: Hall Capital Management Company has met the qualifications for inclusion in our WhaleScore system. Learn More. There isnt anyone with the role of looking for and bringing in new clients on behalf of the firm. Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. An additional office of the firm is in New York, NY. Hall Capital Partners is a hedge fund company based in San Francisco, CA. Firms having met these requirements may further elect to participate in the investor.com Certification program for an annual fee paid to investor.com. A self-regulatory organization or commodities exchange has found firm or an advisory affiliate to have been involved in a violation of its rules. 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. You can reach the main office by calling the phone number 415-288-0544 or by fax 415-288-0543. Subscribe to WhaleWisdom to view all filing data 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. "Our limited partners appreciate our commitment to microcap investing and . The industry leader for online information for tax, accounting and finance professionals. What does this mean? All quotes delayed a minimum of 15 minutes. Butler Hall Capital, LLC is an investment management company based in Los Angeles, California. Questions to ask the MV of securities sold, whichever is less, Huntington Financial Advisors, Atlas Brown, Gradow Capital Management, FXP Advisory Services, Aurora Private Wealth, Was this helpful? Performance numbers calculated through 2023-02-14. 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 has previously had an investment-related civil action dismissed against them following a cash settlement in court. High-net-worth investors typically want capital growth, but asset protection is also a priority. Address and Contact Info Hall Capital Partners LLC 597 Fifth Avenue, 8th Floor New York, NY 10017 Reading: Hall Capital Partners Review . Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). Company size. Prior to launching its independent funds, Hall Capital partnered with the Catalyst Group of Houston to launch . 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. Hall Capital Partners is the private investment affiliate of Hall Capital. (29 investment advisory or research), Notice of holdings reported by another manager, HCP Absolute Return Fund Master Feeder, LLC. Performance ? Accolade and Hall Capital confirmed the investment in an email to Reuters. 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. The firm manages $12.01 billion in discretionary accounts and $24.24 billion in non-discretionary accounts. What does this mean and why is it important? Hall Capital Partners also advises several private funds. Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. This is because advisors could be incentivized to take more risks to generate higher returns in order to earn this extra compensation. See ourCookie Policyfor more information. Checks take place monthly. How does your firm mitigate them? Read through our introductory course to financial advisors. This includes allocating assets across different areas of the market and among various investment types. Financial plans and investment portfolios are always unique to the client's personal financial situation. What does this mean? 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). Does your firm, or anyone associated with the firm, practice as a law firm? Whalewisdom has at least 32 13F filings. Clients with base-fee-only accounts are charged an asset-based fee and . How many times did it occur? Why does your firm believe in offering commission-based services to clients? 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. This website uses cookies to improve your experience. What does this mean? 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. To learn about Hall Capitals current and past portfolio companies, visit ourPortfolio Companies page. 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. for Q4 2022: Percentage of assets under management,Fixed fees, PRESIDENT; DIRECTOR; CHIEF COMPLIANCE OFFICER. Questions to ask Public filings of HCP Private Equity Fund IX-A LP raised by Hall Capital Partners LLC. 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. To satisfy both needs, Hall Capital emphasizes diversification, not just nationally but on a global scale. Browse an unrivalled portfolio of real-time and historical market data and insights from worldwide sources and experts. Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. 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. 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. 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). How do these benefits affect the firms selection of a broker-dealer partner? For example, front-running is when a financial professional buys or sell securities ahead of their client.