HALL CAPITAL PARTNERS LLC
Latest filing: Jan 10, 2025 (160 days ago)
AUM
$50,302,951,631
0% change vs. 1 year ago
-10% change vs. 3 years ago
21% change vs. 5 years ago
57% change vs. 10 years ago
Employee Count
175
0% change vs. 1 year ago
-7% change vs. 3 years ago
9% change vs. 5 years ago
48% change vs. 10 years ago
Main Office
SAN FRANCISCO, CA
ONE MARITIME PLAZA, SAN FRANCISCO, CA, UNITED STATES, 94111
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $24.0 |
| Non-Discretionary | $26.3 |
| Total | $50.3 |
| Client | AUM |
|---|---|
| Retail | $33.4 |
| Pooled | $11.3 |
| Institutional | $5.6 |
| Total | $50.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 110 | $33.4 |
| Average HNW AUM | $303,719,425 | |
| Retail Total | 110 | $33.4 |
| Average Retail AUM | $303,719,425 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $7.8 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $39.0 |
| Retail SMA AUM | $33.4 |
| Institutional SMA AUM | $5.6 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 10% | $3.9 |
| Other Pools | 56% | $21.9 |
| Cash | 5% | $2.0 |
| Other | 29% | $11.3 |
| Total | 100% | $39.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| GALVANIZE CLIMATE SOLUTIONS LLC | $6.8 | 316994 | |
| HCP SOF MANAGEMENT LLC | $0.0 | - | |
| HCP RE MANAGEMENT LLC | $0.0 | - | |
| HCP FCI FUND II MANAGEMENT LLC | $0.0 | - | |
| HCP PEF IX MANAGEMENT LLC | $0.0 | - | |
| HCP SPV MANAGEMENT, LLC | $0.0 | - | |
| HCP PEF X MANAGEMENT LLC | $0.0 | - | |
| MATTHEW R. BARGER | $0.0 | - | |
| HCP FCI FUND III MANAGEMENT LLC | $0.0 | - | |
| HCP REAL ASSETS FUND II MANAGEMENT, LLC | $0.0 | - | |
| MARCO W. HELLMAN | $0.0 | - | |
| HCP EHF MANAGEMENT LLC | $0.0 | - | |
| HCP CHINA PE 2009 MANAGEMENT LLC | $0.0 | - | |
| HCP CHINA CAPITAL APPRECIATION MANAGEMENT LLC | $0.0 | - | |
| GALVANIZE CLIMATE SOLUTIONS UK LLP | $0.0 | 324202 | |
| HCP PEF XI MANAGEMENT LLC | $0.0 | - | |
| HCP RE IV MANAGEMENT LLC | $0.0 | - | |
| PONDEROSA SERVICES LIMITED | $0.0 | 319470 | |
| GALVANIZE REAL ESTATE MANAGER, LP | $0.0 | 328147 | |
| GALVANIZE PONDEROSA MANAGER, LP | $0.0 | - | |
| HCP ENR MANAGEMENT LLC | $0.0 | - | |
| LAUREL TRUST COMPANY | $0.0 | trust company | - |
| HCP PEF IV MANAGEMENT, LLC | $0.0 | - | |
| JLS MANAGEMENT LLC | $0.0 | - | |
| HCP RE III MANAGEMENT LLC | $0.0 | - | |
| HCP ARF MANAGEMENT LLC | $0.0 | - | |
| HCP RE II MANAGEMENT LLC | $0.0 | - | |
| HCP PEF VI MANAGEMENT LLC | $0.0 | - | |
| HCP FCI FUND I MANAGEMENT LLC | $0.0 | - | |
| HCP RA III MANAGEMENT LLC | $0.0 | - | |
| HCP PEF V MANAGEMENT LLC | $0.0 | - | |
| HCP PEF VII MANAGEMENT LLC | $0.0 | - | |
| HCP PEF VIII MANAGEMENT LLC | $0.0 | - | |
| GALVANIZE INNOVATION & EXPANSION MANAGER, LP | $0.0 | 324741 | |
| HCP CAS MANAGEMENT, LLC | $0.0 | - | |
| HCP ESV FUND MANAGEMENT LLC | $0.0 | - | |
| HCP VF X MANAGEMENT LLC | $0.0 | - | |
| HCP GIF, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
45 active
| Name | Title |
|---|---|
| HALL, KATHRYN, ANN | FOUNDER, CO-CHAIR, EXECUTIVE COMMITTEE MEMBER, BOARD MEMBER, MANAGING DIRECTOR, CO-TRUSTEE |
| BUOYMASTER, JOHN, WILLIAM | CO-CHAIR, EXECUTIVE COMMITTEE MEMBER, BOARD MEMBER, MANAGING DIRECTOR, TRUSTEE |
| RIEKE, KURT, DUPLAN | CO-HEAD OF PORTFOLIO MANAGEMENT, EXECUTIVE COMMITTEE MEMBER, MEMBER CLASS C, MANAGING DIRECTOR |
| STEIN, SARAH, ELIZABETH | MANAGING PARTNER, EXECUTIVE COMMITTEE MEMBER, BOARD MEMBER, CO-TRUSTEE |
| KRINSKY, SIMON, CHARLES | MANAGING PARTNER, EXECUTIVE COMMITTEE MEMBER, BOARD MEMBER, MEMBER CLASS C |
| STEYER, THOMAS, FAHR | MANAGER |
| BARGER, MATTHEW, REED | MANAGING MEMBER, BOARD MEMBER |
| ALT, ERIC, EDWARD | MANAGING PARTNER, CO-CHIEF INVESTMENT OFFICER, EXECUTIVE COMMITTEE MEMBER, BOARD MEMBER, CO-TRUSTEE |
| MCKEE, MARK, EDWARD | BOARD MEMBER |
| SAOUAF, JESSICA, REED | CO-CHIEF INVESTMENT OFFICER, EXECUTIVE COMMITTEE MEMBER, MEMBER CLASS C, MANAGING DIRECTOR |
| PATRON, EDWARD, BRYAN | DIRECTOR OF INFORMATION TECHNOLOGY, HEAD OF OPERATIONAL DUE DILIGENCE, MEMBER CLASS C, MANAGING DIRECTOR |
| KORT, RACHEL, DANIELLE | CO-HEAD OF PORTFOLIO MANAGEMENT, EXECUTIVE COMMITTEE MEMBER, MEMBER CLASS C, MANAGING DIRECTOR |
| KNUTSEN, THOMAS | CO-TRUSTEE |
| MARSHALL, ELIZABETH, FISHER | PRIVATE EQUITY RESEARCH, MEMBER CLASS C, MANAGING DIRECTOR |
| HELLMAN, MARCO, WARREN | BOARD MEMBER, MANAGING MEMBER |
| LAVIN, KATHERINE, ELIZABETH | PORTFOLIO MANAGER, MEMBER CLASS C, MANAGING DIRECTOR |
| KURZ, CHARLES, ANDREW | HEAD OF STRATEGY, OPERATIONS AND FINANCE, MEMBER CLASS C, MANAGING DIRECTOR |
| WHITELAW, SARAH, HEASLIP | PORTFOLIO MANAGER, MEMBER CLASS C, MANAGING DIRECTOR |
| ZEIGER, BRIAN, ANDREW | REAL ASSETS RESEARCH, MEMBER CLASS C, MANAGING DIRECTOR |
| FISHER, JOHN, JOSEPH | MANAGER |
| WICKS, ORIN, PLATT | PUBLIC EQUITY RESEARCH, MEMBER CLASS C, MANAGING DIRECTOR |
| DAEMS, JEFFREY, ANDREW | PORTFOLIO MANAGER, MEMBER CLASS C, MANAGING DIRECTOR |
| ALT, CLAIRE | CO-TRUSTEE |
| COHN, MICHAEL, AARON | CO-TRUSTEE |
| SAWYER, ROBINSON, AYERS | PORTFOLIO MANAGER, MEMBER CLASS C, MANAGING DIRECTOR |
| ANDRON, LAURA, TODD | PRIVATE EQUITY RESEARCH, MEMBER CLASS C, MANAGING DIRECTOR |
| NGUYEN, VIET, H. | HEAD OF POOLED VEHICLES AND INNOVATIONS, MEMBER CLASS C, MANAGING DIRECTOR |
| BRADY-HAMM, KYLE, MATTHEW | GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER, MEMBER CLASS C, MANAGING DIRECTOR |
| THOMAS, JENNIFER, WILCOX | PORTFOLIO MANAGER, MEMBER CLASS C, MANAGING DIRECTOR |
| DANIELSEN, MYLES, WALKER | EQUITY STRATEGIES, MEMBER CLASS C, MANAGING DIRECTOR |
| SPENCER, JAMES, THOMAS | PORTFOLIO MANAGER, MEMBER CLASS C, MANAGING DIRECTOR |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, CA-09/12/1995, DE-03/27/2020, MA-03/28/2013, NY-01/15/2003, TX-03/28/2014 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV