The HALE PARTNERSHIP CAPITAL MANAGEMENT is a privately held investment adviser that advises $788.29mn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. HALE PARTNERSHIP CAPITAL MANAGEMENT is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 433.47% over the last 5-years.
The Group has been registered with the SEC for 8.16 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 4350 CONGRESS STREET SUITE 580, CHARLOTTE, NORTH CAROLINA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 2 employees comprised of 1 investment and 1 non-investment staff. The total number of Employees remained the same over the last few years.
Their $788.29mn in assets advised are owned by 7 private funds, 0 public funds and BDCs and 4 other accounts. Assets of Insurance Companies clients own $466.45mn or 59.17% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $275.08mn or 34.9% of Total Assets.
The Group's top investment strategies include Multi Strat and Real Estate, representing 90.24% and 9.76% of total assets, respectively.
They advise 4 types of clients, top clients are Insurance Companies and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 5 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 6 private funds with $142.49mn in assets.
The Group discloses management fees and performance-based fees.
HALE PARTNERSHIP CAPITAL MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.