← Back to searchVisit website
HALE PARTNERSHIP CAPITAL MANAGEMENT, LLC
CRD 297174 · SEC 801-113387
4350 CONGRESS STREET, SUITE 580, CHARLOTTE, NC, 28209, United States
Phone
336-552-6228
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$788.3M
Discretionary AUM
$788.3M
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 7 | $275.1M |
| Charitable organizations | 1 | $10.9M |
| Insurance companies | 2 | $466.5M |
| Corporations/business entities | 1 | $35.8M |
States served
NC
All web addresses on file
Official SEC filing: View on IAPD