Halle Capital Management LP

RIASEC Registered
Total AUM
$862M
Discretionary
$862M
100% of AUM
Avg account
$71.8M
Accounts
12
Employees
11
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
307156
Registered since
July 31, 2023
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Halle Capital Management LP is a limited partnership that operates as a private equity fund manager and is registered with the SEC (registration year 2023). The firm serves institutional investors and provides portfolio management for pooled investment vehicles. It also functions as sponsor, general partner and managing member of those pooled vehicles rather than acting primarily as a capital allocator. Fee arrangements include a percentage-of-assets component plus performance-based fees (and other fee arrangements). The manager does not identify as an active ESG investor and is not classified as a multi-state adviser. Its ownership is listed as a mix of a domestic entity and an individual.

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

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Client base

Client personas

Owners & executives

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Contacts

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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
9 W 57th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth