HALL CAPITAL MANAGEMENT COMPANY, LLC
Adviser information for HALL CAPITAL MANAGEMENT COMPANY, LLC last updated from Form ADV on March 25th, 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 | Texas, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| 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 | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-75472 |
|---|---|
| SEC ERA File Number | 802-75472 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 163131 |
| Legal Entity Identifier | None |
Principal Office
8235 DOUGLAS AVENUESTE 720
DALLAS
TX
United States
Monday - Friday, 8:00 A.M. - 5:00 P.M.
Tel: (469) 287-6879, Fax: None
Chief Compliance Officer
NoneIndustry Affiliates
| HALL FAMILY INVESTMENT COMPANY, LLC | Sponsor, GP, manager of pooled investment vehicles |
| HCRE II MANAGEMENT COMPANY, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| HALL CAPITAL PARTNERS II, LP | Private Equity Fund | $47.5M | $0.1M | 38 |
| HALL CAPITAL REAL ESTATE FUND II LP | Real Estate Fund | $56.3M | $0.1M | 56 |
| HCP JAC INVESTORS, LP | Private Equity Fund | $20.9M | $0.1M | 10 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HALL, FREDERICK, JONES | Individual | – | CHAIRMAN OF THE BOARD OF MANAGERS & ELECTED MANAGER-HALL CAPITAL MANAGEMENT COMPANY, LLC | 04/2010 | < 5% |
| KOBZA, JOHN, DAVID | Individual | – | SENIOR VICE PRESIDENT & ELECTED MANAGER-HALL CAPITAL MANAGEMENT COMPANY, LLC | 04/2010 | < 5% |
| ADAMSON, PETER, JONATHAN | Individual | – | PRESIDENT & ELECTED MANAGER-HALL CAPITAL MANAGEMENT COMPANY, LLC | 03/2012 | < 5% |
| LOWDER, MAYA, A | Individual | – | SECRETARY, TREASURER, CHIEF FINANCIAL OFFICER & ELECTED MANAGER-HALL CAPITAL MANAGEMENT COMPANY, LLC | 04/2010 | < 5% |
| HALL CAPITAL, LLC | Domestic Entity | – | MEMBER-HALL CAPITAL MANAGEMENT COMPANY, LLC | 04/2010 | > 75% |
| KOBZA, JOHN, DAVID | Individual | – | CHIEF OPERATING OFFICER-HALL CAPITAL MANAGEMENT COMPANY, LLC | 01/2015 | < 5% |
| HALL, KIRKLAND | Individual | – | EXECUTIVE VICE PRESIDENT & ELECTED MANAGER-HALL CAPITAL MANAGEMENT COMPANY, LLC | 02/2018 | < 5% |
| MOSS, CLAYTON, GENE | Individual | – | SENIOR VICE PRESIDENT & ELECTED MANAGER-HALL CAPITAL MANAGEMENT COMPANY, LLC | 02/2018 | < 5% |
| HALL, BROOKS, JEFFREY | Individual | – | SENIOR VICE PRESIDENT-HALL CAPITAL MANAGEMENT COMPANY, LLC | 01/2019 | < 5% |
| HALL CAPITAL HOLDINGS LLC | Domestic Entity | HALL CAPITAL, LLC | SHAREHOLDER | 12/2022 | > 75% |
| HALL, FREDERICK, JONES | Individual | HALL CAPITAL, LLC | ELECTED MANAGER | 01/1976 | |
| HALL, BROOKS | Individual | HALL CAPITAL, LLC | ELECTED MANAGER | 01/1976 | |
| HALL, KIRKLAND | Individual | HALL CAPITAL, LLC | ELECTED MANAGER | 01/1989 | |
| FULLER, GARY | Individual | HALL CAPITAL, LLC | ELECTED MANAGER | 08/2001 | |
| DAVID, RUBEN, LOPEZ | Individual | HALL CAPITAL, LLC | ELECTED MANAGER | 12/2011 | |
| KEATING, FRANCIS, ALPHONSUS | Individual | HALL CAPITAL, LLC | ELECTED MANAGER | 05/2016 | |
| HAINES, SPENCER | Individual | HALL CAPITAL, LLC | ELECTED MANAGER | 08/2019 | |
| HALL, FREDERICK, JONES | Individual | HALL CAPITAL HOLDINGS LLC | ELECTED MANAGER | 12/2022 | |
| HALL, BROOKS | Individual | HALL CAPITAL HOLDINGS LLC | ELECTED MANAGER | 12/2022 | |
| HALL, KIRKLAND | Individual | HALL CAPITAL HOLDINGS LLC | ELECTED MANAGER | 12/2022 | |
| FULLER, GARY | Individual | HALL CAPITAL HOLDINGS LLC | ELECTED MANAGER | 12/2022 | |
| DAVID, RUBEN, LOPEZ | Individual | HALL CAPITAL HOLDINGS LLC | ELECTED MANAGER | 12/2022 | |
| KEATING, FRANCIS, ALPHONSUS | Individual | HALL CAPITAL HOLDINGS LLC | ELECTED MANAGER | 12/2022 | |
| HAINES, SPENCER | Individual | HALL CAPITAL HOLDINGS LLC | ELECTED MANAGER | 12/2022 | |
| HALL, KIRKLAND | Individual | – | CHAIRMAN OF THE BOARD OF MANAGERS, PRESIDENT & ELECTED MANAGER-HCRE II MANAGEMENT COMPANY, LLC | 02/2018 | < 5% |
| HALL, FREDERICK, JONES | Individual | – | SENIOR VICE PRESIDENT-HCRE II MANAGEMENT COMPANY, LLC | 02/2018 | < 5% |
| MOSS, CLAYTON, GENE | Individual | – | SENIOR VICE PRESIDENT & ELECTED MANAGER-HCRE II MANAGEMENT COMPANY, LLC | 02/2018 | < 5% |
| LOWDER, MAYA, A | Individual | – | SECRETARY, TREASURER & CHIEF FINANCIAL OFFICER-HCRE II MANAGEMENT COMPANY, LLC | 02/2018 | < 5% |
| HALL CAPITAL, LLC | Domestic Entity | – | MEMBER-HCRE II MANAGEMENT COMPANY, LLC | 02/2018 | > 75% |