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Hale Partnership Capital Management, LLC

● SEC registered since 2018CRD 297174SEC# 801-113387Charlotte, NC
Export (members)
Ranks #3,242 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$642.9M
Fund GAV
$230.2M
Private funds
8
Employees
2
Accounts
11
Location
Charlotte, NC

Hale Partnership Capital Management, LLC assets under management

Hale Partnership Capital Management, LLC operates as an SEC-registered investment adviser based in Charlotte, NC. The firm has been registered since 2018. It reports $642.9 million in regulatory assets under management and employs 2 people. Hale Partnership Capital Management, LLC manages 8 private funds with combined gross assets of $230.2 million, including Hale Partnership Fund, L.P. By regulatory assets, it ranks 3,242 of 5,911 private fund managers.

Hale Partnership Capital Management, LLC private funds

8 funds · $230.2M GAV
FundTypeGross assetsMin.
Hale Partnership Fund, L.P.Hedge$84.4M$250K
Hale Icfg Fund, L.P.Hedge$73.5M$5M
Hale Medical Office Building Fund, L.P.Real Estate$20.6M$100K
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Hale Partnership Capital Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jacqlyn Diana PiscetelliChief Financial Officer And Chief Compliance OfficerUnder 5%2024
Steven Alfred Hale ControlGeneral PartnerOver 75%2010

Frequently asked questions

How much does Hale Partnership Capital Management, LLC manage?

Hale Partnership Capital Management, LLC reports $642.9 million in regulatory assets under management on its Form ADV.

How many private funds does Hale Partnership Capital Management, LLC manage?

Hale Partnership Capital Management, LLC manages 8 private funds with combined gross assets of $230.2 million.

How many employees does Hale Partnership Capital Management, LLC have?

Hale Partnership Capital Management, LLC reports 2 employees.

Where is Hale Partnership Capital Management, LLC located?

Hale Partnership Capital Management, LLC is based in Charlotte, NC and has been SEC-registered since 2018.

Does Hale Partnership Capital Management, LLC disclose fund performance?

Hale Partnership Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2115 E. 7th Street, Suite 580, Charlotte, NC 28204
Phone336-552-6228
Office hours8:30a.m. - 5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$642.9M
Non-discretionary$0
Total (RAUM)$642.9M