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Hall Capital Partners LLC
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CRD # | 106759 |
SEC # | 801-49751 |
CIK # | 0001616461 |
AUM | $50.3 BB (2024-05-06) |
Employees | 175 (17% Investors, 0% Brokers) |
Phone | 415-288-0544 |
Address | One Maritime Plaza San Francisco, CA 94111 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
LEVI | 6,661.2 | 41.7 | |
CMCSA | 175,303.0 | 13.5 | |
T | 147,547.0 | 10.3 | |
LBRDK | 18,481.4 | 4.6 | |
LBTYK | 11,636.0 | 4.3 | |
LLYVK | 2.1 | ||
PRU | 36,630.0 | 2.1 | |
WBD | 33,150.7 | 2.0 | |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 110 | 33.4 |
(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 | 58 | 11.3 |
(g) Pension and profit sharing plans | 0 | 0.9 |
(h) Charitable organizations | 14 | 4.1 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.6 |
(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 | 186 | 50.3 |
By Discretionary | ||
Discretionary | 93 | 24.0 |
Non-Discretionary | 93 | 26.3 |
Total | 186 | 50.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.4 | |
United States Persons | 49.9 | |
Total | 186 | 50.3 |
Limited Partners | 2011 - 2024 |
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Minnesota State Board of Investment | |
New York State and Local Retirement System |
Form D Directors | # Filings | # Firms | 2011 - 2024 | |
---|---|---|---|---|
Kathryn Hall | 54 | |||
Hall Capital Partners LLC | 45 | |||
Mark McKee | 35 | |||
Sarah Stein | 30 | |||
Eric Alt | 30 | |||
Simon Krinsky | 30 | |||
Matthew Barger | 28 | |||
John Buoymaster | 27 | |||
F Hellman | 24 | |||
Bill Helman | 11 | |||
View All |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-NT | [0001616461] |
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PineBridge Investments LLC
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|
NY | 73.9 |
Credit Suisse Asset Management LLC
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|
NY | 59.9 |
Abrdn Inc
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PA | 47.2 |
Hudson Americas LP
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|
TX | 36.8 |
Morgan Stanley AIP GP LP
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PA | 34.2 |
Kayne Anderson Capital Advisors LP
✚
|
TX | 31.7 |
Luther King Capital Management Corporation
✚
|
TX | 30.5 |
SCS Capital Management LLC
✚
|
MA | 30.2 |
BBR Partners LLC
✚
|
NY | 28.1 |
Strategic Investment Management LLC
✚
|
VA | 27.0 |