Overview
Assets Under Management: $50.3 billion
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 110
Average Client Assets: $304 million
Frequently Asked Questions
HALL CAPITAL PARTNERS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106759), HALL CAPITAL PARTNERS LLC is subject to fiduciary duty under federal law.
HALL CAPITAL PARTNERS LLC is headquartered in SAN FRANCISCO, CA.
HALL CAPITAL PARTNERS LLC serves 110 high-net-worth clients according to their SEC filing dated January 10, 2025. View client details ↓
According to their SEC Form ADV, HALL CAPITAL PARTNERS LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
HALL CAPITAL PARTNERS LLC manages $50.3 billion in client assets according to their SEC filing dated January 10, 2025.
According to their SEC Form ADV, HALL CAPITAL PARTNERS LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 110
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.42
Average High-Net-Worth Client Assets: $304 million
Total Client Accounts: 186
Discretionary Accounts: 93
Non-Discretionary Accounts: 93
Regulatory Filings
CRD Number: 106759
Last Filing Date: 2025-01-10 00:00:00
Website: https://hallcapital.com