Our system has identified the following conflict alerts. Firms that earn a 4.5 or 5 star rating are also eligible to receive the "Trusted by investor.com" badge. However, clients using this fee schedule may be subject to additional fees based on their portfolios performance. What does this mean and why is it important? The San Francisco-based firm employs a small team of advisors and doesn't manage that many accounts. The company was founded in 1994, has 110 employees, and has $20.4 billion in assets under management (AUM). How do we make money? 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. 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. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S. Securities and Exchange Commission as an investment adviser. Performance numbers calculated through 2023-02-14. Hall Capital Partners is a fund manager in San Francisco with $55.71 bn assets under management. It also works with families, foundations, endowments, charitable organizations, investment advisors, pension plans, profit-sharing plans and pooled investment vehicles. Hall Capital Partners is the private investment affiliate of Hall Capital. containing a link to download the .zip file of the CSV file(s) you requested. All rights reserved. Will any of my assets be invested in those products? One thing that setsthis firm apart from many other firms is that it was founded by a woman, Kathryn Hall. AUM: $25bn-$50bn. 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. 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. Each month, investor.com helps thousands of Americans answer the question, "Can I trust you?". Hall Capital Partners manages $55.7 billion and provides investment advisory services for 185 clients (1:6 advisor/client ratio). What does this mean? Furthermore, our content and research teams do not participate in any advertising planning nor are they permitted access to advertising campaign data. What does this mean and why is it important? All text and design is copyright 2020 WhaleWisdom.com. The headquarters of Hall Capital Partners is One Maritime Plaza, 6th Floor. Questions to ask Screen for heightened risk individual and entities globally to help uncover hidden risks in business relationships and human networks. To satisfy both needs, Hall Capital emphasizes diversification, not just nationally but on a global scale. Hall Capital Partners currently serves clients in the following states: CA, DE, MA, NY, TX. 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. 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: Questions to ask 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. Alt Turnover is calculated by taking either the total MV of new purchases or 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. 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). Also, scroll over any city to learn about the cost of living in retirement for that location. Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors. To us, long-term success means both making a commitment to future generations while focusing on making a difference today. The firm provides services to charitable organizations, other investment advisers, high net worth individuals, pooled investment vehicles, and pension and profit sharing plans. 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. Headquarters. As a consumer advocacy project, investor.com does not charge any licensing fees for earned state accolade badges. Hall Capital Partners generally seeks a minimum amount of $150 million in investment assets for multi-asset class portfolios. Industries. Butler Hall Capital, LLC is an investment management company based in Los Angeles, California. Read through our introductory course to financial advisors. the MV of securities sold, whichever is less, 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. Does your fim accept soft-dollar benefits? Thinking of working with an advisor at Hall Capital Partners? HALL CAPITAL PARTNERS LLC ( CRD # 106759/SEC#:801-49751 ) HALL CAPITAL PARTNERS LLC, OFFIT HALL CAPITAL MANAGEMENT LLC, LAUREL MANAGEMENT CO LLC, KHALL LLC (RELYING ADVISER) View latest Form ADV filed Part 2 Brochures Part 3 Relationship Summary. Firm offers products that have performance-based fees; the managers of those products may be incentivized to take inappropriate risks to beat their performance benchmark. https://facebook.com/HallCapitalManagement, View Last Form Adv Compilation Report on Record, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. 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. Hall Capital Partners LLC primarily utilizes a fund of funds strategy. Visit Site, Is this your firm? Operating as an online business, this site may be compensated through third party advertisers. Some firms receive these fees as payments, which creates an incentive to promote them. As a woman-founded firm with senior leadership that is 50% women, diversity is a part of who we are. In total, Hall Capital Partners manages $55.7 billion in assets. At HCP, we believe that individual experience is essential, but long-term goals are best accomplished together. See ourCookie Policyfor more information. 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. This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. Since day one, our singular focus has been building and managing large investment portfolios. Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). All investing involves risk, including loss of principal. Side-by-side management can create an incentive for the advisor to favor the larger funds, potentially leading to unequal trading costs and unfavorable trade executions for their clients. Hall Capital Partners is The Private Investment Affiliate of Hall Capital. 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. Industry: Asset Management [email protected] Social: Company Overview; All Interviews (23) All Salaries (16) All Reviews (8) . Our role is to serve as an integrated investment partner. Framework plans to invest in fringe areas of decentralized tech, delving deeper into more exploratory projects, including non-fungible tokens (NFTs). For further detail, see our articles on different types of advisors and financial advisor services. 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. 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). A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. You can reach the main office by calling the phone number 415-288-0544 or by fax 415-288-0543. San Francisco, CA 94111, 850 Third Avenue, 19th Floor, New York, New York 10022. 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. Hall Capital Partners has no disclosures on its record in the past ten years. Eric R. Colson Director. The company employs 157 people that are either part- or full-time employees. Total Employees: 189: For full access to AMObserver including all jobs, executives, news, AUM, and employee count history subscribe now. Website. BARRINGTON, RI Firms having met these requirements may further elect to participate in the investor.com Certification program for an annual fee paid to investor.com. 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. The firm charges a 10% performance fee if a clients assets experience at least 8% growth beyond the portfolios high watermark, or all-time high. Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC. As a result, we do not support personal reviews on the site. Does your firm perform side-by-side management? Hall Capital Management Company's largest holding is Microsoft Corp. with shares held of 44,548. Terms of Use | Disclaimers | Privacy Policy. While StockBrokers.com has all data verified by industry participants, it can vary from time to time. Among the 6 most similar advisory firms, Hall Capital Partners has the highest percentage of high net worth individuals out of all clients. What does this mean? The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Yes or What does this mean? As a Certified B Corporation, our focus is simple: people before profits. This is not an offer to buy or sell any security or interest. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. This arrangement creates a conflict where the firm and its representatives may be incentivized to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. 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. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). The industry leader for online information for tax, accounting and finance professionals. for Q4 2022: Percentage of assets under management,Fixed fees, PRESIDENT; DIRECTOR; CHIEF COMPLIANCE OFFICER. $19,000. . 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. If youre ready to find an advisor who can help you achieve your financial goals. 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. 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).