Hale Partnership Capital Management, LLC
● SEC registered since 2018CRD 297174SEC# 801-113387Charlotte, NC
Ranks #3,304 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$788.3M
Fund GAV
$250.3M
Private funds
7
Employees
2
Accounts
11
Location
Charlotte, NC
Hale Partnership Capital Management, LLC assets under management
Hale Partnership Capital Management, LLC operates as an SEC-registered investment adviser based in Charlotte, NC. The firm has been registered since 2018. It reports $788.3 million in regulatory assets under management and employs 2 people. Hale Partnership Capital Management, LLC manages 7 private funds with combined gross assets of $250.3 million, including Hale Partnership Fund, L.P. By regulatory assets, it ranks 3,304 of 6,004 private fund managers.
Hale Partnership Capital Management, LLC private funds
7 funds · $250.3M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Hale Partnership Fund, L.P. | Hedge | $107.8M | $250K |
| Hale Icfg Fund, L.P. | Hedge | $99.5M | $5M |
| Hale Medical Office Building Fund, L.P. | Real Estate | $15.9M | $100K |
See all 7 funds — unlock the full record.
Join to unlock · $37/moHale Partnership Capital Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jacqlyn Diana Piscetelli | Chief Financial Officer And Chief Compliance Officer | Under 5% | 2024 |
| Steven Alfred Hale Control | Managing Partner | Over 75% | 2010 |
Frequently asked questions
How much does Hale Partnership Capital Management, LLC manage?
Hale Partnership Capital Management, LLC reports $788.3 million in regulatory assets under management on its Form ADV.
How many private funds does Hale Partnership Capital Management, LLC manage?
Hale Partnership Capital Management, LLC manages 7 private funds with combined gross assets of $250.3 million.
How many employees does Hale Partnership Capital Management, LLC have?
Hale Partnership Capital Management, LLC reports 2 employees.
Where is Hale Partnership Capital Management, LLC located?
Hale Partnership Capital Management, LLC is based in Charlotte, NC and has been SEC-registered since 2018.
Does Hale Partnership Capital Management, LLC disclose fund performance?
Hale Partnership Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4350 Congress Street, Suite 580, Charlotte, NC 28209 |
| Phone | 336-552-6228 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$788.3M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
AUM vs fund managersTop 55%
Larger than 45% of 6,004 private-fund managers
Number of fundsTop 33%
More funds than 67% of fund managers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$788.3Mregulatory AUM
Discretionary $788.3M
Fund type mix
Hedge5
Real Estate2
Service providers
Auditor
Prime broker
Custodian
Administrator