HALL CAPITAL PARTNERS LLC
Adviser information for HALL CAPITAL PARTNERS LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 175 |
|---|---|
| Investment Advisory/Research | 29 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 93 | $24.0B |
| Non-Discretionary | 93 | $26.3B |
| Total | 186 | $50.3B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 110 | $33.4B |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 58 | $11.3B |
| Pension and profit sharing plans | <5 | $927.4M |
| Charitable organizations | 14 | $4.1B |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | <5 | $599.4M |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Principal Office
ONE MARITIME PLAZASUITE 650
SAN FRANCISCO
CA
United States
Monday - Friday, 8:00 A.M. - 5:00 P.M.
Tel: 415-288-0544, Fax: 415-288-0543
Chief Compliance Officer
KYLE M. BRADY-HAMM
GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER
ONE MARITIME PLAZA
SUITE 650
SAN FRANCISCO
CA
United States
Tel:
415-217-2216
K*****@**************M
(Full email address available in API data)
Regulatory Contact
JEFFREY J. CHOU
DEPUTY CHIEF COMPLIANCE OFFICER
ONE MARITIME PLAZA
SUITE 650
SAN FRANCISCO
CA
United States
Tel:
415-277-2682
J****@**************M
(Full email address available in API data)
Industry Affiliates
| GALVANIZE CLIMATE SOLUTIONS LLC | Other investment adviser, including financial planners |
| GALVANIZE CLIMATE SOLUTIONS UK LLP | Other investment adviser, including financial planners |
| GALVANIZE INNOVATION & EXPANSION MANAGER, LP | Other investment adviser, including financial planners |
| GALVANIZE PONDEROSA MANAGER, LP | Other investment adviser, including financial planners |
| GALVANIZE REAL ESTATE MANAGER, LP | Other investment adviser, including financial planners |
| HCP ARF MANAGEMENT LLC | Sponsor, GP, manager of pooled investment vehicles |
| HCP CAS MANAGEMENT, LLC | Sponsor, GP, manager of pooled investment vehicles |
| HCP CHINA CAPITAL APPRECIATION MANAGEMENT LLC | Sponsor, GP, manager of pooled investment vehicles |
| HCP CHINA PE 2009 MANAGEMENT LLC | Sponsor, GP, manager of pooled investment vehicles |
| HCP EHF MANAGEMENT LLC | Sponsor, GP, manager of pooled investment vehicles |
| HCP ENR MANAGEMENT LLC | Sponsor, GP, manager of pooled investment vehicles |
| HCP ESV FUND MANAGEMENT LLC | Sponsor, GP, manager of pooled investment vehicles |
| HCP FCI FUND I MANAGEMENT LLC | Sponsor, GP, manager of pooled investment vehicles |
| HCP FCI FUND II MANAGEMENT LLC | Sponsor, GP, manager of pooled investment vehicles |
| HCP FCI FUND III MANAGEMENT LLC | Sponsor, GP, manager of pooled investment vehicles |
| HCP GIF, LLC | Sponsor, GP, manager of pooled investment vehicles |
| HCP PEF IV MANAGEMENT, LLC | Sponsor, GP, manager of pooled investment vehicles |
| HCP PEF IX MANAGEMENT LLC | Sponsor, GP, manager of pooled investment vehicles |
| HCP PEF V MANAGEMENT LLC | Sponsor, GP, manager of pooled investment vehicles |
| HCP PEF VI MANAGEMENT LLC | Sponsor, GP, manager of pooled investment vehicles |
| HCP PEF VII MANAGEMENT LLC | Sponsor, GP, manager of pooled investment vehicles |
| HCP PEF VIII MANAGEMENT LLC | Sponsor, GP, manager of pooled investment vehicles |
| HCP PEF X MANAGEMENT LLC | Sponsor, GP, manager of pooled investment vehicles |
| HCP PEF XI MANAGEMENT LLC | Sponsor, GP, manager of pooled investment vehicles |
| HCP RA III MANAGEMENT LLC | Sponsor, GP, manager of pooled investment vehicles |
| HCP RE II MANAGEMENT LLC | Sponsor, GP, manager of pooled investment vehicles |
| HCP RE III MANAGEMENT LLC | Sponsor, GP, manager of pooled investment vehicles |
| HCP RE IV MANAGEMENT LLC | Sponsor, GP, manager of pooled investment vehicles |
| HCP RE MANAGEMENT LLC | Sponsor, GP, manager of pooled investment vehicles |
| HCP REAL ASSETS FUND II MANAGEMENT, LLC | Sponsor, GP, manager of pooled investment vehicles |
| HCP SOF MANAGEMENT LLC | Sponsor, GP, manager of pooled investment vehicles |
| HCP SPV MANAGEMENT, LLC | Sponsor, GP, manager of pooled investment vehicles |
| HCP VF X MANAGEMENT LLC | Sponsor, GP, manager of pooled investment vehicles |
| JLS MANAGEMENT LLC | Sponsor, GP, manager of pooled investment vehicles |
| LAUREL TRUST COMPANY | Trust company |
| MARCO W. HELLMAN | Sponsor, GP, manager of pooled investment vehicles |
| MATTHEW R. BARGER | Sponsor, GP, manager of pooled investment vehicles |
| PONDEROSA SERVICES LIMITED | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| AQUA LP | MULTI-STRATEGY FUND | $1,143.4M | $0.0M | 4 |
| AQUAF LLC | Private Equity Fund | $1,033.6M | $0.0M | 15 |
| AQUAJ LP | Private Equity Fund | $1,097.5M | $0.0M | 2 |
| AQUAK LLC | SPECIAL PURPOSE VEHICLE | $340.9M | $0.0M | 3 |
| AQUAP LP | Private Equity Fund | $1,097.2M | $0.0M | 2 |
| AQUAW LP | Private Equity Fund | $875.3M | $0.0M | 2 |
| EH INVESTMENT FUND, L.P. | MULTI-STRATEGY FUND | $1,658.2M | $0.0M | 5 |
| HCP ABSOLUTE RETURN FUND MASTER FEEDER, LLC | INVESTS IN OTHER FUNDS | $119.7M | $0.0M | 67 |
| HCP AH 2022 INVESTORS, L.P. | Private Equity Fund | $53.2M | $0.3M | 14 |
| HCP AH CRYPTO 2022 INVESTORS, L.P. | Private Equity Fund | $24.3M | $0.3M | 18 |
| HCP BCF X INVESTORS, LLC | Private Equity Fund | $4.0M | $1.0M | 13 |
| HCP BF 1819 INVESTORS, L.P. | Private Equity Fund | $8.6M | $0.1M | 16 |
| HCP BF 2014 INVESTORS, L.P. | Private Equity Fund | $23.7M | $0.5M | 16 |
| HCP CDH V INVESTORS, L.P. | Private Equity Fund | $14.6M | $0.5M | 20 |
| HCP CHINA CAPITAL APPRECIATION FUND, L.P. | CHINA EQUITY FUND | $361.5M | $1.0M | 128 |
| HCP CHINA PE 2009, L.P. | Private Equity Fund | $39.7M | $0.5M | 49 |
| HCP CRYPTO FUND I, L.P. | Private Equity Fund | $44.5M | $0.3M | 41 |
| HCP EARLY STAGE VENTURE FUND, L.P. - SERIES 1 | Private Equity Fund | $71.5M | $0.3M | 32 |
| HCP EARLY STAGE VENTURE FUND, L.P. - SERIES 2 | Private Equity Fund | $70.4M | $0.3M | 38 |
| HCP EARLY STAGE VENTURE FUND, L.P. - SERIES 3 | Private Equity Fund | $112.6M | $0.3M | 54 |
| HCP EARLY STAGE VENTURE FUND, L.P. - SERIES 4 | Private Equity Fund | $52.8M | $0.3M | 12 |
| HCP ENERGY AND NATURAL RESOURCES FUND, L.P. | Private Equity Fund | $42.2M | $1.0M | 39 |
| HCP FULL CONSEQUENCE INVESTING FUND I, L.P. | Private Equity Fund | $45.8M | $0.5M | 34 |
| HCP FULL CONSEQUENCE INVESTING FUND II, L.P. | Private Equity Fund | $42.8M | $0.5M | 46 |
| HCP FULL CONSEQUENCE INVESTING FUND III, L.P. | Private Equity Fund | $52.5M | $0.5M | 57 |
| HCP GLOBAL INVESTMENT FUND-A, L.P. | Hedge Fund | $163.8M | $3.0M | 7 |
| HCP GLOBAL INVESTMENT FUND, L.P. | Hedge Fund | $273.5M | $3.0M | 52 |
| HCP MEP H INVESTORS, L.P. | Private Equity Fund | $18.8M | $1.0M | 23 |
| HCP NHC IV INVESTORS, L.P. | Private Equity Fund | $1.1M | $0.5M | 11 |
| HCP PD I INVESTORS, L.P. | Private Equity Fund | $53.8M | $0.3M | 35 |
| HCP PRIVATE EQUITY FUND III, L.P. | Private Equity Fund | $36.8M | $1.0M | 101 |
| HCP PRIVATE EQUITY FUND IV, L.P. | Private Equity Fund | $13.9M | $1.0M | 37 |
| HCP PRIVATE EQUITY FUND IX-A, L.P. | Private Equity Fund | $47.9M | $0.5M | 18 |
| HCP PRIVATE EQUITY FUND IX, L.P. | Private Equity Fund | $279.1M | $0.5M | 103 |
| HCP PRIVATE EQUITY FUND V, L.P. | Private Equity Fund | $56.8M | $1.0M | 57 |
| HCP PRIVATE EQUITY FUND VI, L.P. | Private Equity Fund | $98.2M | $1.0M | 61 |
| HCP PRIVATE EQUITY FUND VII, L.P. | Private Equity Fund | $187.1M | $1.0M | 74 |
| HCP PRIVATE EQUITY FUND VIII-A, L.P. | Private Equity Fund | $63.8M | $0.5M | 18 |
| HCP PRIVATE EQUITY FUND VIII, L.P. | Private Equity Fund | $290.5M | $0.5M | 91 |
| HCP PRIVATE EQUITY FUND X-A, L.P. | Private Equity Fund | $38.9M | $0.5M | 16 |
| HCP PRIVATE EQUITY FUND X, L.P. | Private Equity Fund | $291.3M | $0.5M | 126 |
| HCP PRIVATE EQUITY FUND XI-A, L.P. | Private Equity Fund | $41.2M | $0.5M | 14 |
| HCP PRIVATE EQUITY FUND XI, L.P. | Private Equity Fund | $326.7M | $0.5M | 148 |
| HCP QVP VI INVESTORS, L.P. | Private Equity Fund | $59.1M | $0.1M | 24 |
| HCP REAL ASSETS FUND II, L.P. | Private Equity Fund | $15.7M | $1.0M | 41 |
| HCP REAL ASSETS FUND III, L.P. | Private Equity Fund | $24.8M | $1.0M | 25 |
| HCP REAL ESTATE FUND II, L.P. | Real Estate Fund | $67.2M | $0.5M | 42 |
| HCP REAL ESTATE FUND III-A, L.P. | Real Estate Fund | $26.7M | $0.5M | 15 |
| HCP REAL ESTATE FUND III, L.P. | Real Estate Fund | $78.8M | $0.5M | 35 |
| HCP REAL ESTATE FUND IV-A, L.P. | Real Estate Fund | $27.1M | $0.5M | 10 |
| HCP REAL ESTATE FUND IV, L.P. | Real Estate Fund | $63.9M | $0.5M | 26 |
| HCP REAL ESTATE FUND, L.P. | Real Estate Fund | $25.5M | $1.0M | 30 |
| HCP SPECIAL OPPORTUNITIES MASTER FUND, LLC | MULTI-STRATEGY FUND | $110.7M | $2.0M | 89 |
| HCP VF X INVESTORS, L.P. | Private Equity Fund | $0.9M | $1.0M | 15 |
| HCP WPPE X INVESTORS, LLC | Private Equity Fund | $0.9M | $1.0M | 20 |
| HCP WPPE XI INVESTORS, L.P. | Private Equity Fund | $13.1M | $1.0M | 15 |
| HCP WPPE XII INVESTORS-A, L.P. | Private Equity Fund | $11.0M | $0.5M | 9 |
| HCP WPPE XII INVESTORS, L.P. | Private Equity Fund | $29.9M | $0.5M | 14 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HALL, KATHRYN, ANN | Individual | – | FOUNDER, CO-CHAIR, EXECUTIVE COMMITTEE MEMBER, BOARD MEMBER, MANAGING DIRECTOR | 07/1995 | 5-10% |
| BUOYMASTER, JOHN, WILLIAM | Individual | – | CO-CHAIR, EXECUTIVE COMMITTEE MEMBER, BOARD MEMBER, MANAGING DIRECTOR | 02/1998 | < 5% |
| RIEKE, KURT, DUPLAN | Individual | – | CO-HEAD OF PORTFOLIO MANAGEMENT, EXECUTIVE COMMITTEE MEMBER, MEMBER CLASS C, MANAGING DIRECTOR | 01/2007 | 5-10% |
| STEIN, SARAH, ELIZABETH | Individual | – | MANAGING PARTNER, EXECUTIVE COMMITTEE MEMBER, BOARD MEMBER | 01/2007 | 5-10% |
| KRINSKY, SIMON, CHARLES | Individual | – | MANAGING PARTNER, EXECUTIVE COMMITTEE MEMBER, BOARD MEMBER, MEMBER CLASS C | 01/2007 | 5-10% |
| FROG & PEACH INVESTORS LLC | Domestic Entity | – | MEMBER CLASS D | 07/2007 | 5-10% |
| HCP INVESTORS LLC | Domestic Entity | – | MEMBER CLASS D | 07/2007 | 5-10% |
| STEYER, THOMAS, FAHR | Individual | HCP INVESTORS LLC | MANAGER | 07/2007 | |
| BARGER, MATTHEW, REED | Individual | FROG & PEACH INVESTORS LLC | MANAGING MEMBER | 07/2007 | |
| ALT, ERIC, EDWARD | Individual | – | MANAGING PARTNER, CO-CHIEF INVESTMENT OFFICER, EXECUTIVE COMMITTEE MEMBER, BOARD MEMBER | 01/2008 | 5-10% |
| BARGER, MATTHEW, REED | Individual | – | BOARD MEMBER | 07/2007 | < 5% |
| MCKEE, MARK, EDWARD | Individual | – | BOARD MEMBER | 07/2007 | < 5% |
| SAOUAF, JESSICA, REED | Individual | – | CO-CHIEF INVESTMENT OFFICER, EXECUTIVE COMMITTEE MEMBER, MEMBER CLASS C, MANAGING DIRECTOR | 01/2009 | 5-10% |
| HALL, KATHRYN, ANN | Individual | KNUTSEN/HALL FAMILY TRUST | CO-TRUSTEE | 07/2006 | |
| PATRON, EDWARD, BRYAN | Individual | – | DIRECTOR OF INFORMATION TECHNOLOGY, HEAD OF OPERATIONAL DUE DILIGENCE, MEMBER CLASS C, MANAGING DIRECTOR | 01/2013 | < 5% |
| KORT, RACHEL, DANIELLE | Individual | – | CO-HEAD OF PORTFOLIO MANAGEMENT, EXECUTIVE COMMITTEE MEMBER, MEMBER CLASS C, MANAGING DIRECTOR | 01/2013 | 5-10% |
| KNUTSEN/HALL FAMILY TRUST | Domestic Entity | – | MEMBER CLASS C | 07/2006 | 5-10% |
| KNUTSEN, THOMAS | Individual | KNUTSEN/HALL FAMILY TRUST | CO-TRUSTEE | 07/2006 | |
| MARSHALL, ELIZABETH, FISHER | Individual | – | PRIVATE EQUITY RESEARCH, MEMBER CLASS C, MANAGING DIRECTOR | 01/2014 | < 5% |
| HELLMAN, MARCO, WARREN | Individual | – | BOARD MEMBER | 01/2015 | < 5% |
| LAVIN, KATHERINE, ELIZABETH | Individual | – | PORTFOLIO MANAGER, MEMBER CLASS C, MANAGING DIRECTOR | 01/2015 | < 5% |
| KURZ, CHARLES, ANDREW | Individual | – | HEAD OF STRATEGY, OPERATIONS AND FINANCE, MEMBER CLASS C, MANAGING DIRECTOR | 01/2015 | < 5% |
| WHITELAW, SARAH, HEASLIP | Individual | – | PORTFOLIO MANAGER, MEMBER CLASS C, MANAGING DIRECTOR | 01/2015 | < 5% |
| ZEIGER, BRIAN, ANDREW | Individual | – | REAL ASSETS RESEARCH, MEMBER CLASS C, MANAGING DIRECTOR | 01/2016 | < 5% |
| BIG FISH PARTNERS LLC | Domestic Entity | – | MEMBER CLASSES A AND B | 07/1995 | < 5% |
| HELLMAN CHILDREN'S LLC | Domestic Entity | – | MEMBER CLASS B | 08/2013 | < 5% |
| FISHER, JOHN, JOSEPH | Individual | BIG FISH PARTNERS LLC | MANAGER | 01/2018 | |
| HELLMAN, MARCO, WARREN | Individual | HELLMAN CHILDREN'S LLC | MANAGING MEMBER | 04/2008 | |
| JOHN W. BUOYMASTER REVOCABLE TRUST | Domestic Entity | – | MEMBER CLASSES A AND C | 12/2014 | < 5% |
| BUOYMASTER, JOHN, WILLIAM | Individual | JOHN W. BUOYMASTER REVOCABLE TRUST | TRUSTEE | 11/2011 | |
| WICKS, ORIN, PLATT | Individual | – | PUBLIC EQUITY RESEARCH, MEMBER CLASS C, MANAGING DIRECTOR | 01/2018 | < 5% |
| DAEMS, JEFFREY, ANDREW | Individual | – | PORTFOLIO MANAGER, MEMBER CLASS C, MANAGING DIRECTOR | 01/2018 | < 5% |
| THE STEIN/COHN FAMILY TRUST | Domestic Entity | – | MEMBER CLASS C | 03/2010 | 5-10% |
| THE ERIC AND CLAIRE ALT REVOCABLE TRUST | Domestic Entity | – | MEMBER CLASS C | 01/2015 | 5-10% |
| STEIN, SARAH, ELIZABETH | Individual | THE STEIN/COHN FAMILY TRUST | CO-TRUSTEE | 01/2010 | |
| ALT, ERIC, EDWARD | Individual | THE ERIC AND CLAIRE ALT REVOCABLE TRUST | CO-TRUSTEE | 11/2007 | |
| ALT, CLAIRE | Individual | THE ERIC AND CLAIRE ALT REVOCABLE TRUST | CO-TRUSTEE | 11/2007 | |
| COHN, MICHAEL, AARON | Individual | THE STEIN/COHN FAMILY TRUST | CO-TRUSTEE | 03/2010 | |
| SAWYER, ROBINSON, AYERS | Individual | – | PORTFOLIO MANAGER, MEMBER CLASS C, MANAGING DIRECTOR | 01/2019 | < 5% |
| ANDRON, LAURA, TODD | Individual | – | PRIVATE EQUITY RESEARCH, MEMBER CLASS C, MANAGING DIRECTOR | 01/2019 | < 5% |
| NGUYEN, VIET, H. | Individual | – | HEAD OF POOLED VEHICLES AND INNOVATIONS, MEMBER CLASS C, MANAGING DIRECTOR | 01/2019 | < 5% |
| BRADY-HAMM, KYLE, MATTHEW | Individual | – | GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER, MEMBER CLASS C, MANAGING DIRECTOR | 07/2021 | < 5% |
| THOMAS, JENNIFER, WILCOX | Individual | – | PORTFOLIO MANAGER, MEMBER CLASS C, MANAGING DIRECTOR | 01/2022 | < 5% |
| DANIELSEN, MYLES, WALKER | Individual | – | EQUITY STRATEGIES, MEMBER CLASS C, MANAGING DIRECTOR | 01/2022 | < 5% |
| SPENCER, JAMES, THOMAS | Individual | – | PORTFOLIO MANAGER, MEMBER CLASS C, MANAGING DIRECTOR | 01/2023 | < 5% |