Hallstatt Advisors L.P.
Firm details
- Headquarters
- ,
- CRD number
- 319512
- Registered since
- December 11, 2024
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Hallstatt Advisors L.P. is a limited partnership operating as a hedge fund manager and registered SEC adviser since 2024. The firm targets institutional clients and positions itself to manage both separate accounts and pooled investment vehicles. Its business model includes roles as a CPO/CTA and as a sponsor, general partner, or managing member of pooled vehicles, indicating hands-on control of the investment vehicles it runs. Fee arrangements combine a percentage of assets under management with performance-based fees, which aligns incentives toward absolute or relative performance targets typical for hedge fund strategies. The firm is not an active ESG investor and does not operate as a multi-state adviser. It serves institutional accounts while also providing portfolio management for individuals and small businesses alongside its management of pooled funds.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Jonathan Goldberg
General PartnerCRD 5900565
Laura Kimelman
Limited PartnerCRD 8020100
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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