RIA Intel›Advisers›California›HALL CAPITAL PARTNERS LLC

HALL CAPITAL PARTNERS LLC

Advisory

N·SAN FRANCISCO, CA

Data as of May 6, 2024 · Source: SEC Form ADV

Total AUM

$50.3B

1-Year AUM Growth

+7.8%

3-Year CAGR

+1.5%

Employees

29

Assets Under Management

Total AUM$50.3B

Discretionary AUM$24.0B

Non-Discretionary AUM$26.3B

Discretionary %47.7%

Total Clients182

Team

Total Employees29

Investment Advisers175

Employee Growth (1Y)—

Filing History

Total Filings on Record57

First FilingApr 2, 2001

Latest FilingMay 6, 2024

🔒 Full AUM trend chart and 57 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on HALL CAPITAL PARTNERS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.