HALE PARTNERSHIP CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2018

Total AUM

$788M

Discretionary

$788M

100% of AUM

Avg account

$71.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Charlotte, North Carolina
CRD number: 297174
Registered since: June 5, 2018
Website: halepartnership.com
Custodians: GOLDMAN SACHS & CO. LLC, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, MORGAN STANLEY & CO. LLC, THE HUNTINGTON INVESTMENT COMPANY, HSBC, SERVIST 1ST BANK, FLORIDA DEPARTMENT OF FINANCIAL SERVICES, THE BANK OF NEW YORK MELLON, SCOTIABANK & TRUST
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Insurance Companies59.17%
Pooled Investment Vehicles34.9%
Corporations / Businesses4.54%
Charitable Organizations1.39%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Hale Partnership Capital Management, LLC is an SEC-registered investment manager formed as an LLC in 2018. The firm functions as a hybrid manager — operating hedge fund and real estate fund strategies while also serving as sponsor/GP and managing member for pooled vehicles. Its client base is institutional; the firm provides portfolio management for pooled investment vehicles and for businesses or institutions. The fee schedule includes both a percentage-of-assets fee and performance-based fees. Hale Partnership is not identified as an active ESG investor and does not present itself as a multi-state adviser or pension consultant.