Hale Partnership Capital Management, LLC
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Overview
Hale Partnership Capital Management, LLC operates as a financial advisory company located in Charlotte, North Carolina. Hale Partnership Capital Management, LLC handles $466.3 million in assets under management across 10 accounts, making it one of the bigger financial advisory firms in the country by assets under management (AUM). The firm has a small team, including 2 financial advisors. Hale Partnership Capital Management, LLC does not act as a registered broker-dealer, meaning the firm is not able to buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer company to do so. Securities are tradable fiscal assets like bonds, options and stocks.
Hale Partnership Capital Management, LLC administers all of its client assets in a discretionary manner. Discretionary management signifies that an investment advisor makes buy and sell judgments for the client's account without needing to seek the customer's permission. Hale Partnership Capital Management, LLC's average account size is $46.6 million. An average advisor at Hale Partnership Capital Management, LLC manages around five client accounts, placing it among the most individualized advisor firms in the country.
The company's central office is located at 2115 E. 7Th Street, Charlotte, North Carolina 28204. It is legally permitted to provide services to clients in the state of North Carolina.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Hale Partnership Capital Management, LLC by the Numbers
$466.3 million
2
10
$46.6 million
Fee Structure
Fees for financial management are based on which service is offered. Fees charged by the company most likely include some blend of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to pooled investment vehicles, charitable organizations and insurance companies. Out of its 10 accounts, Hale Partnership Capital Management, LLC's largest client is pooled investment vehicles. None of the firm's accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 90%
- Charitable Organizations - 10%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Hale Partnership Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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