Investment adviser · CRD 106759
HALL CAPITAL PARTNERS LLC
Investment adviser filing (IA)
SAN FRANCISCO, CA, United States · Form ADV filed Mar 19, 2025
- Regulatory AUM
- $50.3B Form ADV · Item 5.F
- Client accounts
- 186 Accounts, not individual clients
- Employees
- 175 Reported in this filing
- Advisory professionals
- 29 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 110 | $33,409,136,785 | 66.4% |
| Pooled investment vehicles | 58 | $11,269,012,099 | 22.4% |
| Charities | 14 | $4,098,020,699 | 8.1% |
| Retirement plans | Fewer than 5 | $927,407,515 | 1.8% |
| Other investment advisers | Fewer than 5 | $599,374,533 | 1.2% |
Filing source
Form ADV 1962732 · Mar 19, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
50+ Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
Browse the first 49 funds across 7 pages.
EH INVESTMENT FUND, L.P.Other Private Fund · Last reported Mar 19, 2025$1.66BGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG LLP
PCAOB 42
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
Fund details & source
- Fund ID
- 805-5025339893
- Reported beneficial owners
- 5
- Minimum commitment
- $0
- Form D file number
- 021-267301
Form ADV 1962732 · Mar 19, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
AQUA LPOther Private Fund · Last reported Mar 19, 2025$1.14BGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
PWC LLP
PCAOB 238
CHARLES SCHWAB & CO., INC.
SEC 8-16514
GOLDMAN SACHS & CO. LLC
SEC 8-129
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
CHARLES SCHWAB & CO., INC.
CRD 5393 · SEC 8-16514
Fund details & source
- Fund ID
- 805-4773553047
- Reported beneficial owners
- 4
- Minimum commitment
- $0
Form ADV 1962732 · Mar 19, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
AQUAJ LPPrivate Equity Fund · Last reported Mar 19, 2025$1.1BGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
PWC LLP
PCAOB 238
CHARLES SCHWAB & CO., INC.
SEC 8-16514
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
CHARLES SCHWAB & CO., INC.
CRD 5393 · SEC 8-16514
Fund details & source
- Fund ID
- 805-8086039676
- Reported beneficial owners
- 2
- Minimum commitment
- $0
Form ADV 1962732 · Mar 19, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
AQUAP LPPrivate Equity Fund · Last reported Mar 19, 2025$1.1BGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
PWC LLP
PCAOB 238
CHARLES SCHWAB & CO., INC.
SEC 8-16514
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
CHARLES SCHWAB & CO., INC.
CRD 5393 · SEC 8-16514
Fund details & source
- Fund ID
- 805-2295417687
- Reported beneficial owners
- 2
- Minimum commitment
- $0
Form ADV 1962732 · Mar 19, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
AQUAF LLCPrivate Equity Fund · Last reported Mar 19, 2025$1.03BGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
PWC LLP
PCAOB 238
Fund details & source
- Fund ID
- 805-6173782357
- Reported beneficial owners
- 15
- Minimum commitment
- $0
Form ADV 1962732 · Mar 19, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
AQUAW LPPrivate Equity Fund · Last reported Mar 19, 2025$875MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
PWC LLP
PCAOB 238
CHARLES SCHWAB & CO., INC.
SEC 8-16514
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221
CHARLES SCHWAB & CO., INC.
CRD 5393 · SEC 8-16514
Fund details & source
- Fund ID
- 805-1461274266
- Reported beneficial owners
- 2
- Minimum commitment
- $0
Form ADV 1962732 · Mar 19, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
HCP CHINA CAPITAL APPRECIATION FUND, L.P.Other Private Fund · Last reported Mar 19, 2025$362MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PWC LLP
PCAOB 1266
Fund details & source
- Fund ID
- 805-5564974750
- Reported beneficial owners
- 128
- Minimum commitment
- $1M
- Form D file number
- 021-206207
Form ADV 1962732 · Mar 19, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 19, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
ONE MARITIME PLAZA, SUITE 650SAN FRANCISCO, CA, 94111, United States
CRD 106759
Filing source
Form ADV 1962732 · Mar 19, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.