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Building 2HALE PARTNERSHIP CAPITAL MANAGEMENT, LLC

Map pinCHARLOTTE, NC
Phone336-552-6228
NotebookSEC #801-113387
Total AUM
$788.3M
Employees
2
Clients
11

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4350 CONGRESS STREET
SUITE 580
CHARLOTTE
NC 28209
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
336-552-6228
Other Offices
1

ReceiptFinancials

Total AUM
$788.3M
Accounts
11
Discretionary
$788.3M
Accounts
11
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
7
AUM
$275.1M
Charitable Organization Clients
1
AUM
$10.9M
Insurance Company Clients
2
AUM
$466.5M
Corporation or Business Clients
1
AUM
$35.8M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NC

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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