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| Hale Partnership Capital Management LLC
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|---|---|
| CRD # | 297174 |
| SEC # | 801-113387 |
| CIK # | 0001602824 |
| AUM | 788.3 M (2026-03-31) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 336-552-6228 |
| Address | 4350 Congress Street Charlotte, NC 28209 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Hale ICFG Fund LP | 2023-03-31 | 99.5 M | |
| HF | Dickinson-Hale Fund LP | 2021-03-30 | 12.8 M | |
| RE | Hale Government Building Fund LP | 2020-03-30 | 8.5 M | |
| HF | Smith - Hale Fund LP | 2020-03-30 | 2.0 M | |
| HF | Clark-Hale Fund LP | 2018-05-04 | 6.1 M | |
| RE | Hale Medical Office Building Fund LP | 2018-05-04 | 15.9 M | |
| HF | Hale Partnership Fund LP | [2018-05-04] | 107.8 M | |
| Filed 2010-08-04 (D) · Exemption 506 · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | MGEN II - Hale Fund LP | 2018-05-04 | 3.8 M | |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 | 7 | 275.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 10.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 466.5 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 35.8 |
| (n) Other | 0 | 0.0 |
| Total | 11 | 788.3 |
| By Discretionary | ||
| Discretionary | 11 | 788.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 11 | 788.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 788.3 | |
| Total | 11 | 788.3 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Steve Hale | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 3 | [0001602824] | |
| 4 | [0001602824] | |
| SC 13D | [0001602824] | |
| SC 13G | [0001602824] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional |
| Fund Types | Hedge Fund, Real Estate |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Stanley Furniture Co Inc STLY
Common Stock, par value $0.02 per share
|
2025-12-10 | Disposed to issuer | 97,678 | $4.25 | 415,132 |
|
Stanley Furniture Co Inc STLY
Common Stock, par value $0.02 per share
|
2025-04-21 | Buy | 84,904 | ||
|
Stanley Furniture Co Inc STLY
Common Stock, par value $0.02 per share
|
2025-04-21 | Buy | 376,689 | ||
|
Stanley Furniture Co Inc STLY
Common Stock, par value $0.02 per share
|
2025-04-21 | Buy | 847,428 | ||
|
Stanley Furniture Co Inc STLY
Common Stock, par value $0.02 per share
|
2025-04-21 | Buy | 32,855 | ||
|
Stanley Furniture Co Inc STLY
Common Stock, par value $0.02 per share
|
2025-04-21 | Buy | 185,343 | ||
|
Stanley Furniture Co Inc STLY
Common Stock, par value $0.02 per share
|
2021-12-15 | Buy | 100 | $10.15 | 1,015 |
|
Stanley Furniture Co Inc STLY
Common Stock, par value $0.02 per share
|
2021-12-10 | Buy | 700 | $10.00 | 7,000 |
|
Stanley Furniture Co Inc STLY
Common Stock, par value $0.02 per share
|
2021-12-10 | Buy | 700 | $10.05 | 7,035 |
|
Stanley Furniture Co Inc STLY
Common Stock, par value $0.02 per share
|
2021-12-09 | Buy | 800 | $10.00 | 8,000 |
|
Stanley Furniture Co Inc STLY
Common Stock, par value $0.02 per share
|
2021-12-08 | Buy | 500 | $10.10 | 5,050 |
|
Stanley Furniture Co Inc STLY
Common Stock, par value $0.02 per share
|
2021-12-01 | Buy | 1,000 | $9.90 | 9,900 |
|
Stanley Furniture Co Inc STLY
Common Stock, par value $0.02 per share
|
2021-11-29 | Buy | 100 | $10.05 | 1,005 |
|
Stanley Furniture Co Inc STLY
Common Stock, par value $0.02 per share
|
2021-11-26 | Buy | 800 | $10.05 | 8,040 |
|
Stanley Furniture Co Inc STLY
Common Stock, par value $0.02 per share
|
2020-06-25 | Buy | 58,610 | $0.65 | 38,096 |
|
Stanley Furniture Co Inc STLY
Common Stock, par value $0.02 per share
|
2020-06-25 | Buy | 415,066 | $0.65 | 269,793 |
|
Stanley Furniture Co Inc STLY
Common Stock, par value $0.02 per share
|
2020-06-25 | Buy | 2,987,335 | $0.65 | 1,941,768 |
|
Stanley Furniture Co Inc STLY
Common Stock, par value $0.02 per share
|
2020-06-19 | Buy | 428,570 | $0.65 | 278,570 |
|
Stanley Furniture Co Inc STLY
Common Stock, par value $0.02 per share
|
2020-06-19 | Buy | 3,084,514 | $0.65 | 2,004,934 |
|
Stanley Furniture Co Inc STLY
Common Stock, par value $0.02 per share
|
2020-06-19 | Buy | 172,282 | $0.65 | 111,983 |
| showing 20 of 53 most recent transactions | |||||
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