|
⚲
|
| Hale Capital Management LP
✚
| |
|---|---|
| CRD # | 157220 |
| SEC # | 801-73985 |
| CIK # | |
| AUM | $191.4 MM (2024-03-28) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 203-364-4253 |
| Address | 17 State Street, Suite 4000 New York, NY 10004 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Eref-Mid II LLC | 2014-03-31 | 0.4 | |
| HF | Eref-Mid LLC | 2014-03-31 | 0.0 | |
| HF | Inv-Mid LLC | 2014-03-31 | 0.1 | |
| HF | Hale Capital Partners LP | [2012-02-14] | 171.7 | 191.4 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 191.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 191.4 |
| By Discretionary | ||
| Discretionary | 1 | 191.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 191.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 191.4 | |
| Total | 1 | 191.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Martin Hale Jr | 5 | ||
| Hale Capital Management LP | 2 | ||
| Hale Fund Partners LLC | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Shoreline Capital Management Ltd
✚
|
0.2 | |
|
Abry Partners III LLC
✚
|
MA | 0.2 |
|
B Riley Capital Management LLC
✚
|
CA | 0.2 |
|
WindSail Capital Group LLC
✚
|
MA | 0.2 |
|
Zephyr Management LP
✚
|
NY | 0.2 |
|
The Lind Partners LLC
✚
|
NY | 0.2 |
|
The Circumference Group LLC
✚
|
AR | 0.2 |
|
HGI Capital Management LLC
✚
|
NY | 0.2 |
|
Triatomic Management LP
✚
|
NY | 0.2 |
|
Ma Asset Management LLC
✚
|
NY | 0.2 |