You can find more information about the New York firm at hallcapital.com/ and its LinkedIn profile. Prior to launching its independent funds, Hall Capital partnered with the Catalyst Group of Houston to launch Catalyst/Hall. Disclaimer: It is our organization's primary mission to provide reviews, commentary, and analysis that are unbiased and objective. Questions to ask
SEC form, multiple filers or classes of filers, and much more.***. Industry: Asset Management [email protected] Social: Company Overview; All Interviews (23) All Salaries (16) All Reviews (8) . At HCP, we believe that individual experience is essential, but long-term goals are best accomplished together. Continuing to browse, clicking I Agree, or closing this banner indicates agreement. The headquarters of Hall Capital Partners is One Maritime Plaza, 6th Floor. What does this mean and why is it important? Is your firm a broker-dealer or are you affiliated with one? The best way to reach Hall Capital Partners to open a new account is by calling the firm at (415) 288-0544. Why does your firm believe in offering commission-based services to clients? What does this mean? 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. What does this mean and why is it important? The firms team includesseveralchartered financial analysts (CFAs). What does this mean? Most of the firms AUM belongs to high-net-worth individuals. "Our limited partners appreciate our commitment to microcap investing and . Our clients are families, endowments, and foundations. "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. This review was produced by SmartAsset based on publicly available information. How does your firm mitigate conflicts that arise from managing accounts with differing fee structures? Hall Capital Partners also advises several private funds. Hall Capital Partners specializes in Manufacturing, Distribution, and Services. 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. {"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. Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. However, the firm does implement the following minimum annual fees: These high minimum fees mean that it will generally only be a good choice for high-net-worth clients. Investment Management. read more. Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. These conflicts can negatively impact clients via hidden fees and overall higher costs. containing a link to download the .zip file of the CSV file(s) you requested. Hall Capital Partners LLC specializes in Fund of Funds and was founded in 1994. We use cookies on this site to provide a more responsive and personalized service. What conflicts do I need to be made aware of? Thinking of working with an advisor at Hall Capital Partners? This is because advisors could be incentivized to take more risks to generate higher returns in order to earn this extra compensation. Direct links to the EDGAR source material. ? Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. tips_and_updates Financial Advisor Education. Sign-up Our partners compensate us through paid advertising. Track the AUM, funds, and holdings for Hall Capital Partners LLC over time. Los Angeles, CA. BARRINGTON, RI Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. The assets under management (AUM) of Hall Capital Partners LLC is $36.25 billion. We are a diverse and collaborative team of problem solvers. What does this mean and why is this important? Hall Capital Partners LLC is a hedge fund manager based in New York, NY. Investor.com is your trustworthy guide to the world of personal finance. Hall Capital Partners is the private investment affiliate of Hall Capital. As a financial advisory firm, Hall Capital Partners can provide a variety of financial planning services for Americans. Please provide me a list of the products and a summary of how much your firm earns from them. Hall Capital Partners is a fee-only financial advisor firm. Hall Capital Partners opened its doors in 1994. Contact Details Address:One Maritime Plaza, As a woman-founded firm with senior leadership that is 50% women, diversity is a part of who we are. Huntington Financial Advisors, Atlas Brown, Gradow Capital Management, FXP Advisory Services, Aurora Private Wealth, Was this helpful? Will anyone that was involved be involved with my accounts in any capacity? Pleasant Lake Partners; Semanteon Capital Management; Candlestick Capital; Boundary . While this can be seen as "eating your own cooking," there are conflicts that may arise. 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. 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. What does this mean? Performance Reuters provides business, financial, national and international news to professionals via desktop terminals, the world's media organizations, industry events and directly to consumers. Our system has identified the following conflict alerts. However, Hall Capital Partners and its advisors are fiduciaries, meaning they are legally bound to act in clients best interests, no matter what. The company was founded in 1994, has 110 employees, and has $20.4 billion in assets under management (AUM). Questions to ask
We manage various strategies across the capital structure that include syndicated leveraged loans and high yield bonds to privately negotiated senior secured debt and . Unlike HTTPS connections, HTTP connections are not encrypted. A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. Firm or a related person trades securities for themselves that they also recommend to their clients. Any data inaccuracies, please contact our team. What does this mean? What percentage of income does your firm receive from fees versus commissions? Funds raised by Framework will support several DeFi tokens and applications as well as centralized projects experimenting on DeFi blockchains and services. The most comprehensive solution to manage all your complex and ever-expanding tax and compliance needs. Also, scroll over any city to learn about the cost of living in retirement for that location. 1% of the firms clients are foreign persons or businesses. Investment Advisor Hall Capital Partners LLC Salaries. 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. Hall Capital Partners services are angled more towards investment management than different types of financial planning, like retirement planning. Hall Capital Management Company's largest holding is Microsoft Corp. with shares held of 44,548. 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 . Download 13F Summary How does your firm approach insurance sales? Firm or an advisory affiliate has previously had their authorization to act as an attorney, accountant, or federal contractor revoked or suspended. What does this mean? It also works with families, foundations, endowments, charitable organizations, investment advisors, pension plans, profit-sharing plans and pooled investment vehicles. What does this mean? To learn about Hall Capitals current and past portfolio companies, visit ourPortfolio Companies page. See ourCookie Policyfor more information. 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. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). 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. Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. 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: 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.