Hall Capital Partners
One Maritime Plaza Suite 500
San Francisco, CA 94111
No. advisers: 133
|Financial planning clients||N/A|
|High-net-worth client assets||Up to 75%|
|Percentage of assets under management||Yes|
|Total AUM||Total Accounts||Avg. Account AUM|
December 4, 2016 - Northeastern success stories Rank Firm Phone Website Total assets ($M) Total accounts Employees 1 Silvercrest Asset Management Group (212) 649-0600 silvercrestgroup.com $31,199.2 1,068 117 2 Veritable (610) 640-9551 veritablelp.com $13,588.5 2,999 85...
May 31, 2015 - Market appreciation alone doesn't explain the continuing growth of the RIA channel. Overall, there was a 21% increase in the total assets under management of all included firms in the InvestmentNews RIA Data Center, from $1.1 trillion at the same time...
December 11, 2014 - Northeastern RIAs Firm Total Assets ($M) Total Accounts Discretionary Assets ($M) Discretionary Accounts Nondiscretionary Assets ($M) Nondiscretionary Accounts Employees Chevy Chase Trust Company $18,944.00 2,861 $18,944.00 2,861 $0.00 0 76 Silvercrest...
October 20, 2013 - H. Beck Inc. of Bethesda, Md., has hired Scott C. Thorson, 54, as executive vice president and chief operating officer of Capital Financial Inc., an affiliate. Mr. Thorson is responsible for administrative and operating functions. Previously, he was vice...
June 2, 2013 - Hall Capital Partners LLC has been the beneficiary of the institutional community's search for someone else to pin the blame on when things go wrong. The San Francisco-based RIA provides third-party chief investment officer services to endowments, foundations...
June 2, 2013 - Rank Firm % change Total assets as of 5/1/13 ($M) Total accounts as of 5/1/13 Total assets as of 5/1/12 ($M) Total accounts as of 5/1/12 1 Brick Capital Management Inc. 81.1% $2,676.0 37 $1,478.0 32 2 Aperio Group LLC 56.8% $3,238.2 892 $2,065.2 582 3...
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
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*Methodology: InvestmentNews qualified 1,778 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2016. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.