Form D · Hedge Fund

Hale Partnership Fund, L.P.

Charlotte, NC · CIK 0001496265

Offering snapshot reported Aug 4, 2010 · SEC filing

Reported sold: Yet to sell
Investors reported: 0
Minimum accepted: $100K
First sale: Yet to occur

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Aug 4, 2010	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-145928

Source: Form D, filed Aug 4, 2010. 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 PARTNERSHIP FUND, L.P.

Investment adviser: HALE PARTNERSHIP CAPITAL MANAGEMENT, LLC

Gross asset value: $108M
Beneficial owners: 40
ADV minimum commitment: $250K

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 OPUS FUND SERVICES NAPERVILLE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ELLIOTT DAVIS, LLC CHATTANOOGA, Tennessee, United States

Custodian CONTINENTAL STOCK TRANSFER & TRUST COMPANY NEW YORK, New York, United States Related to adviser: No

Custodian EQUITY TRUST COMPANY FORT MYERS, Florida, United States Related to adviser: No

Custodian INTERACTIVE BROKERS LLC CHICAGO, Illinois, United States Related to adviser: No

Custodian NORTHBROOK BANK AND TRUST COMPANY, N.A. NORTHBROOK, Illinois, United States Related to adviser: No

Custodian TRUIST BANK CHARLOTTE, North Carolina, United States Related to adviser: No

Prime broker INTERACTIVE BROKERS LLC CHICAGO, Illinois, United States

Provider details

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

ELLIOTT DAVIS, LLC
PCAOB 149

INTERACTIVE BROKERS LLC
SEC 8-47257

NORTHBROOK BANK AND TRUST COMPANY, N.A.
LEI CLHA5EVJO4FMZ2WOBV70

TRUIST BANK
LEI JJKC32MCHWDI71265Z06

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Filing source

Form ADV 2084207 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-8690481440

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
Steve Hale	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

3335 Park South Station Blvd.
Charlotte, NC, 28210