Form D · Other Investment Fund

Hale Capital Partners, LP

New York, NY · CIK 0001458726

Offering snapshot reported Dec 15, 2020 · SEC filing

Reported sold: $172M
Investors reported: 70
Minimum accepted: $5M
First sale: Jan 1, 2008

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors68 → 70

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Dec 15, 2020	Amendment	$171,690,000	$0vs Jun 29, 2020	70	SEC filing
Jun 29, 2020	Amendment	$171,690,000	$24,400,000vs Jan 25, 2012	68	SEC filing
Jan 25, 2012	Amendment	$147,290,000	$89,500,000vs Mar 15, 2010	58	SEC filing
Mar 15, 2010	Amendment	$57,790,000	No comparison	29	SEC filing
Mar 13, 2009	Paper	Not reported	No comparison	Not reported	SEC filing

Offering details

Securities: Pooled investment fund, Other
Exemptions: 06b, 3C, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-128892

The total amount does not take withdrawals and/or redemptions into consideration.

Limited Partnership Interests. The General Partner reserves the right to accept lesser amounts than the minimum investment in Item 11.

Source: Form D, filed Dec 15, 2020. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

HALE CAPITAL PARTNERS, LP

Investment adviser: HALE CAPITAL MANAGEMENT, LP

Gross asset value: $265M
Beneficial owners: 61
ADV minimum commitment: $5M

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator IQEQ NORWOOD, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG, LLC GRAND CAYMAN, Cayman Islands

Custodian CLEAR STREET LLC NEW YORK, New York, United States Related to adviser: No

Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No

Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No

Prime broker CLEAR STREET LLC NEW YORK, New York, United States

Prime broker MAREX CAPITAL MARKETS INC. NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

KPMG, LLC
PCAOB 1323

CLEAR STREET LLC
SEC 8-69972

J.P. MORGAN SECURITIES LLC
SEC 8-35008

PERSHING LLC
SEC 8-17574

CLEAR STREET LLC
CRD 288933 · SEC 8-69972

MAREX CAPITAL MARKETS INC.
CRD 161014 · SEC 8-69039

Filing source

Form ADV 2087221 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-3846813872

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
N/A Hale Capital Management, L.P.	Promoter
Hale Capital Management, L.P.	Promoter
N/A Hale Fund Partners, Llc	Executive, Promoter
Hale Fund Partners, Llc	Executive, Promoter
Martin Hale, Jr.	Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

17 State Street, Suite 4000
New York, NY, 10004