Hale Capital Management, LP

RIASEC RegisteredEst. 2012
Total AUM
$375M
Discretionary
$375M
100% of AUM
Avg account
$187M
Accounts
2
Employees
10
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
157220
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Hale Capital Management, LP is a limited partnership registered with the SEC in 2012 that operates as a fund manager focused on pooled investment vehicles. The firm is classified across hedge fund, private equity and multi-strategy activity, and it serves an institutional client base. Hale Capital acts in sponsor and general partner roles and provides portfolio management for its pooled vehicles rather than functioning as a pure capital allocator. Its fee model combines a percentage-of-AUM charge with performance-based fees. The firm does not position itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Ying Xu

    Ying Xu

    Controller and Chief Compliance OfficerCRD 7182029

  • Martin Hale

    Martin Hale

    CEO and Portfolio ManagerCRD 5994951

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
17 State St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth