Since day one, our singular focus has been building and managing large investment portfolios. 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 services are angled more towards investment management than different types of financial planning, like retirement planning. How do we make money? 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. What does this mean? Financial plans and investment portfolios are always unique to the client's personal financial situation. Visit Site, Is this your firm? Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? While partners may pay to provide offers or be featured, e.g. 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. These include Curve, an exchange for stablecoin trading, and decentralized exchange Uniswap. Which securities does your firm trade for itself that it will also be recommending to me? Hall Capital Management Company has met the qualifications for inclusion in our WhaleScore system. Fund AUM and Sold ($) 50 40 30 20 10 0 2011 2015 2019 2023: Fund Details; Director: HCP PEF IX Management LLC: Custodian: Contact Details Address:One Maritime Plaza, Hall Capital Partners Reviews - Glassdoor 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. While this can be seen as "eating your own cooking," there are conflicts that may arise. One Maritime Plaza, 6th Floor. 2023 Reink Media Group LLC. See ourCookie Policyfor more information. HALL CAPITAL MANAGEMENT COMPANY INC Top 13F Holdings - WhaleWisdom.com The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Hall Capital Partners LLC - Company Database | Wall Street Oasis S&P 500WhaleScore What does this mean? to see more advanced email alert options such as selecting any type of Disclaimer: It is our organization's primary mission to provide reviews, commentary, and analysis that are unbiased and objective. HALL CAPITAL PARTNERS LLC | Form ADV - RADiENT 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. Questions to ask [1]: https://facebook.com/HallCapitalManagement Firm or related person receives soft-dollar benefits in connection with client securities transactions. 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. Firm performs side-by-side management with accounts that have differing fee structures. 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. Yes or This could be detrimental to a client during down markets. If youre ready to find an advisor who can help you achieve your financial goals. Will any of my assets be invested in those products? 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). Average Retirement Savings: How Do You Compare? Huntington Financial Advisors, Atlas Brown, Gradow Capital Management, FXP Advisory Services, Aurora Private Wealth, Was this helpful? We use cookies on this site to provide a more responsive and personalized service. Prior to launching its independent funds, Hall Capital partnered with the Catalyst Group of Houston to launch Catalyst/Hall. Hall Capital Management Company's largest . How do these benefits affect the firms selection of a broker-dealer partner? All rights reserved. What does this mean? The minimum investment commitment required of non-related persons ranges from $0 to $3,000,000. 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. Questions to ask Reuters, the news and media division of Thomson Reuters, is the worlds largest multimedia news provider, reaching billions of people worldwide every day. Hall Capital Partners - HedgeFundJobList It doesnt run an office outside of the United States. 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). Browse an unrivalled portfolio of real-time and historical market data and insights from worldwide sources and experts. Continuing to browse, clicking I Agree, or closing this banner indicates agreement. 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? Headquarters. Median Base Pay. Is your firm a broker-dealer or are you affiliated with one? Total Employees: 189: For full access to AMObserver including all jobs, executives, news, AUM, and employee count history subscribe now. Hall Capital Partners LLC primarily utilizes a fund of funds strategy. Questions to ask Hall Capital Partners is a fee-only financial advisor firm. You can find more information about the New York firm at hallcapital.com/ and its LinkedIn profile. For the most part, when a firm includes performance-based fees within its fee schedule, that presents a potential conflict of interest. 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: Hall Capital Partners is the private investment affiliate of Hall Capital. 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 . Regulatory disclosures state that firm sells proprietary investments and products. How does your firm approach insurance sales? The SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of its rules. 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. Our system found no disciplinary alerts. Our clients are families, endowments, and foundations. 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. 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. Firms having met these requirements may further elect to participate in the investor.com Certification program for an annual fee paid to investor.com. HCP Private Equity Fund IX-A LP | AUM 13F Hall Capital Partners LLC - HedgeFundJobList *SEC data last verified February 17, 2023. Why doesnt your firm use a secure website? May 2021 Aug 2021 Dec 2021 Apr . Company size. Each month, the investor.com Trust algorithm downloads the latest regulatory data from the SEC IAPD database. {"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": 50123111, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}, LotusDew Wealth and Investment Advisors Private Limited. 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. While this may seem like an attractive compensation structure to ensure your advisor is making your money work for you, often, the managers of those products are incentivized to take inappropriate risks to beat their performance benchmark. The assets under management (AUM) of Liberty Hall Capital Partners, L.P. is $825.35 million, all of which is managed in discretionary accounts. Any money that you earn from selling investments is technically considered income. As a Certified B Corporation, our focus is simple: people before profits. for Q4 2022: Percentage of assets under management,Fixed fees, PRESIDENT; DIRECTOR; CHIEF COMPLIANCE OFFICER. What percentage of income does your firm receive from fees versus commissions? 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. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Will anyone that was involved be involved with my accounts in any capacity? 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. 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. How does your firm mitigate conflicts that arise from managing accounts with differing fee structures? Any data inaccuracies, please contact our team. Eric R. Colson, CFA is a managing director and the Chief Executive Officer of Artisan Partners. This includes allocating assets across different areas of the market and among various investment types.