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.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals110$33,409,136,78566.4%
Pooled investment vehicles58$11,269,012,09922.4%
Charities14$4,098,020,6998.1%
Retirement plansFewer than 5$927,407,5151.8%
Other investment advisersFewer than 5$599,374,5331.2%
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 funds

The 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
Fund administrator SS&C GLOBEOP NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG LLP SAN FRANCISCO, California, United States
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SAN FRANCISCO, California, United States Related to adviser: No
Custodian THE BANK OF NEW YORK MELLON PITTSBURGH, Pennsylvania, United States Related to adviser: No
Custodian UBS FINANCIAL SERVICES INC. NASHVILLE, Tennessee, United States Related to adviser: No
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
Auditor PWC LLP SAN FRANCISCO, California, United States
Custodian CHARLES SCHWAB & CO., INC. PHOENIX, Arizona, United States Related to adviser: No
Custodian CONTINENTAL STOCK TRANSFER & TRUST COMPANY NEW YORK, New York, United States Related to adviser: No
Custodian GOLDMAN SACHS & CO. LLC NEW YORK, New York, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK NA NEW YORK, New York, United States Related to adviser: No
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SAN FRANCISCO, California, United States Related to adviser: No
Prime broker CHARLES SCHWAB & CO., INC. PHOENIX, Arizona, United States
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
Auditor PWC LLP SAN FRANCISCO, California, United States
Custodian CHARLES SCHWAB & CO., INC. PHOENIX, Arizona, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK NA NEW YORK, New York, United States Related to adviser: No
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SAN FRANCISCO, California, United States Related to adviser: No
Prime broker CHARLES SCHWAB & CO., INC. PHOENIX, Arizona, United States
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
Auditor PWC LLP SAN FRANCISCO, California, United States
Custodian CHARLES SCHWAB & CO., INC. PHOENIX, Arizona, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK NA NEW YORK, New York, United States Related to adviser: No
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SAN FRANCISCO, California, United States Related to adviser: No
Prime broker CHARLES SCHWAB & CO., INC. PHOENIX, Arizona, United States
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
Auditor PWC LLP SAN FRANCISCO, California, United States
Custodian JP MORGAN CHASE BANK NA NEW YORK, New York, United States Related to adviser: No
Custodian MORGAN STANLEY SMITH BARNEY LLC COLUMBUS, Ohio, United States Related to adviser: No
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
Auditor PWC LLP SAN FRANCISCO, California, United States
Custodian CHARLES SCHWAB & CO., INC. PHOENIX, Arizona, United States Related to adviser: No
Custodian JP MORGAN CHASE BANK NA NEW YORK, New York, United States Related to adviser: No
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SAN FRANCISCO, California, United States Related to adviser: No
Prime broker CHARLES SCHWAB & CO., INC. PHOENIX, Arizona, United States
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
Fund administrator SS&C GLOBEOP NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PWC LLP GRAND CAYMAN, Cayman Islands
Custodian CITIBANK (CHINA) CO., LTD. SHANGHAI, China Related to adviser: No
Custodian JP MORGAN CHASE BANK NA NEW YORK, New York, United States Related to adviser: No
Custodian STATE STREET BANK AND TRUST COMPANY HONG KONG, Hong Kong Related to adviser: No
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 650
SAN 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.