HALE CAPITAL MANAGEMENT, LP

RIASEC RegisteredEst. 2012
Total AUM
$375M
Discretionary
$375M
100% of AUM
Avg account
$187M
Accounts
2
Employees
10
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
157220
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Hale Capital Management, LP is a limited partnership and SEC‑registered investment adviser that operates as a combined hedge fund and private equity manager with a focus on pooled investment vehicles. The firm serves institutional clients and functions as adviser and sponsor/GP for its funds, carrying out portfolio management for commingled structures rather than providing individualized retail advisory services. Its compensation structure mixes a percentage of assets under management with performance‑based fees, which aligns the firm toward active, return‑oriented strategies. Investment activity centers on alternative strategies and direct fund sponsorship. The firm is not an active ESG investor and does not present itself as a multi‑state adviser or pension consultant. It concentrates on deploying capital through manager‑led vehicles and acting as managing member of those vehicles, reflecting a hands‑on approach to program construction and day‑to‑day portfolio oversight.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • YING XU

    Controller and Chief Compliance OfficerCRD 7182029

  • MARTIN HALE

    CEO and Portfolio ManagerCRD 5994951

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
17 State St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth