Hallstatt Advisors L.P.

RIASEC RegisteredEst. 2024
Total AUM
$215M
Discretionary
$215M
100% of AUM
Avg account
$53.7M
Accounts
4
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
319512
Registered since
December 11, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Hallstatt Advisors L.P. is a limited partnership operating as a hedge fund manager and registered SEC adviser since 2024. The firm targets institutional clients and positions itself to manage both separate accounts and pooled investment vehicles. Its business model includes roles as a CPO/CTA and as a sponsor, general partner, or managing member of pooled vehicles, indicating hands-on control of the investment vehicles it runs. Fee arrangements combine a percentage of assets under management with performance-based fees, which aligns incentives toward absolute or relative performance targets typical for hedge fund strategies. The firm is not an active ESG investor and does not operate as a multi-state adviser. It serves institutional accounts while also providing portfolio management for individuals and small businesses alongside its management of pooled funds.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

Contacts

2 of 2
  • Jonathan Goldberg

    Jonathan Goldberg

    General PartnerCRD 5900565

  • Laura Kimelman

    Limited PartnerCRD 8020100

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

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth