HALLE CAPITAL MANAGEMENT LP

RIASEC RegisteredEst. 2023
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 an adviser to pooled investment vehicles and serves an institutional client base. The firm is set up to sponsor and act as general partner/managing member of private pooled funds while performing portfolio management for those vehicles. Its fee arrangements include a percentage-of-assets component plus performance-based compensation and other fees. The adviser registered with the SEC in 2023. The firm’s organizational profile is consistent with a private equity manager focused on originating and managing closed-end pooled strategies rather than providing direct wealth management to retail households. It is not positioned as an ESG-focused allocator, and it does not identify as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • ZACHARY KLEINHANDLER

    Chief Financial OfficerCRD 4972611

Contacts

1 of 1
  • JOHN GUTFREUND

    Founder & Managing PartnerCRD 4989763

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth