Hall Capital Partners

Hall Capital Partners

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One Maritime Plaza Suite 500

San Francisco, CA 94111

415-288-0544

hallcapital.com/

No. advisers: 133

AUM: $31,899,244,165

Asset Breakdown

Staff
Employees 133
Clients
High-net-worth individuals 51-75%
Financial planning clients N/A
High-net-worth client assets Up to 75%
Compensation
Percentage of assets under management Yes
Hourly charges No
Subscription fees No
Fixed fees Yes
Commissions No
Performance-based fees Yes
Total AUM Total Accounts Avg. Account AUM
Discretionary $7,183,577,327 44 $163,263,121
Non-discretionary 24715666838 123 $200,940,381
Total $31,899,244,165 167 $191,013,438

Top regional fee-only RIAs

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...

The continuing growth of the RIA channel, by the numbers

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...

The top-ranked fee-only U.S. RIAs by region

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...

People on the move

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...

Hall Capital Partners

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...

Biggest Gainers

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...

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

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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.