Access unmatched financial data, news and content in a highly-customised workflow experience on desktop, web and mobile. Hall Capital Partners is a fee-only financial advisor firm. Our clients are families, endowments, and foundations. 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. Menu burger Close thin Facebook Twitter Google plus Linked in Reddit Email arrow-right-sm arrow-right Loading Home Buying Calculators How Much House Can I Afford? No. 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. the MV of securities sold, whichever is less, The assets under management (AUM) of Hall Capital Partners LLC is $36.25 billion. Investment Advisor These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. What does this mean and why is this important? It manages $36.25 billion of regulatory assets for 174 client accounts. However, Hall Capital Partners and its advisors are fiduciaries, meaning they are legally bound to act in clients best interests, no matter what. Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC. Our role is to serve as an integrated investment partner. Browse an unrivalled portfolio of real-time and historical market data and insights from worldwide sources and experts. Our. What does this mean? Questions to ask An additional office of the firm is in New York, NY. Hall Capital Partners works with Hall Capitals automotive affiliate,The Fred Jones Companies, towards the exploration of automotive-related acquisitions. Questions to ask Address and Contact Info Hall Capital Partners LLC 597 Fifth Avenue, 8th Floor New York, NY 10017 compensation-related conflicts of interest, Types of Financial Advisors and How to Choose, What's a Fiduciary (and Why It Matters So Much). 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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. Team Avante Hall Capital Partners - Private Equity Company Info Description:Hall Capital Partners is a private equity company based in Chicago, IL. Hall Capital Partners LLC | LinkedIn As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. Equal-WTWhaleScore 2.0 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). 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 . 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. What does this mean and why is it important? Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? and a top 10 holdings concentration of 35.96%. Hcp Absolute Return Fund Master Feeder Ai Llc, Hcp Absolute Return Fund Master Feeder Llc, Download the US Hedge Fund List in .xls format, Blue Sky Digital Outdoor Advertising Fund Fund Data, Sarasin Ie Global Equity Opportunities (Usd) Fund Data, Themelios Ventures Ii-A, L.P. Fund Data, Chief Executive Officer, Co-Chief Investment Officer, Executive Committee Member, Board Member, Managing Director, Khall Llc Sole Member, Chairman, Executive Committee Member, Board Member, Managing Director, Director Of Portfolio Management, Executive Committee Member, Member Class C, Managing Director, Managing Partner, Executive Committee Member, Member Class C, Managing Director, Portfolio Manager, Member Class C, Managing Director. Firm performs side-by-side management with accounts that have differing fee structures. Hall Capital Partners Review - MagnifyMoney Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). OriginalWhaleScore Hall Capital Partners is The Private Investment Affiliate of Hall Capital. Public filings of Hall Capital Partners LP raised by Hall Capital Management Company LLC. Prior to Hall Capital, she was the senior fund accountant at Thomas Weisel . https://facebook.com/HallCapitalManagement, View Last Form Adv Compilation Report on Record, LIMIT THE USE OF MY SENSITIVE PERSONAL INFORMATION. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). What does this mean? Hall Capital Partners Review | SmartAsset.com In the past ten years, a regulatory agency other than the SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. Huntington Financial Advisors, Atlas Brown, Gradow Capital Management, FXP Advisory Services, Aurora Private Wealth, Was this helpful? The adviser charges an additional fee when a set benchmark is outperformed. 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. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, retirement planning, and more. Disclaimer: It is our organization's primary mission to provide reviews, commentary, and analysis that are unbiased and objective. How does your firm mitigate them? The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. 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. How do I update this listing? They operate 28 private funds and have approximately $32.63 billion in total assets under management (AUM). We give you the access and tools to invest like a Wall Street money manager at a Main Street price. Most recently, she was the assistant controller at Hall Capital Partners LLC in the Pooled Vehicles Administration group. Screen for heightened risk individual and entities globally to help uncover hidden risks in business relationships and human networks. Direct links to the EDGAR source material. Hall Capital Partners is the private investment affiliate of Hall Capital. Build the strongest argument relying on authoritative content, attorney-editor expertise, and industry defining technology. SmartAssets services are limited to referring users to third party advisers registered or chartered as fiduciaries ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching platform based on information gathered from users through our online questionnaire. Hall Capital Partners LLC primarily utilizes a fund of funds strategy. It prepares financial plans for more than 100 clients. 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. 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. Which securities does your firm trade for itself that it will also be recommending to me? A regulatory agency has previously denied, suspended, or revoked the firms or an advisory affiliates registration or license or otherwise restricted their activities. Will any of my assets be invested in those products? divided by the total MV of the fund. Hall Capital Management Company is based out of Barrington. Will anyone that was involved be involved with my accounts in any capacity? View the latest funds and 13F holdings. Questions to ask More specifically, it charges a minimum annual fee of $500,000 for its base-fee-only accounts and a minimum annual fee of $350,000 for its base-fee-plus-performance-fee accounts. Firm or related person receives soft-dollar benefits in connection with client securities transactions. Questions to ask 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. Will any of my assets be invested in those products? 2023 Reink Media Group LLC. A domestic or foreign court has previously found firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations. Compare against similar firms. Hall Capital Partners manages $55.7 billion and provides investment advisory services for 185 clients (1:6 advisor/client ratio). Does the firm offer products that have performance-based fees, or does it accept performance-based fees? exclusive offers, they cannot pay to alter our recommendations, advice, ratings, or any other content throughout the site. It also works with families, foundations, endowments, charitable organizations, investment advisors, pension plans, profit-sharing plans and pooled investment vehicles. These include Curve, an exchange for stablecoin trading, and decentralized exchange Uniswap. Hall Capital Partners Visit Site add_a_photo Overall 4.5 Year Registered 1995 Disciplinary Alerts 0 Conflict alerts You can choose to either have these fees billed to you, or you can have them directly withdrawn from your assets under the firms management. You can find more information about the New York firm at hallcapital.com/ and its LinkedIn profile. What conflicts do I need to be made aware of? Any data inaccuracies, please contact our team. Framework plans to invest in fringe areas of decentralized tech, delving deeper into more exploratory projects, including non-fungible tokens (NFTs). Investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. What does this mean? Is your firm a broker-dealer or are you affiliated with one? Our attention to Diversity, Equity, and Inclusion (DEI) shapes our firm culture and the ways in which we interact with the broader investment industry. "Our limited partners appreciate our commitment to microcap investing and . 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 and why is it important? The firm is owned by five of its executives: CEO, co-CIO, Co-Chair and Founder Kathryn Hall; Co-Chair John Buoymaster; Managing Partner and co-CIO Eric Alt; and Managing Partners Simon Krinsky and Sarah Stein. 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).