HALE PARTNERSHIP CAPITAL MANAGEMENT, LLC

Charlotte, United States · CRD 297174

SEC-registered investment adviser since 2018 · limited liability company. It files no 13F, so there are no holdings to show.

Assets managed$788.3m
Main clients (by assets)Insurers 59%, Private funds 35%, Companies 5%
Private funds7 · $250.3m gross assets
Form ADV · 2026-03-31SEC adviser record

Kindhedge funds, real estate, institutions
Others nearbyCharlotte, NC, Winston-Salem, NC

As an employer

Staff (Form ADV)2 · 1 in investment roles
Offices in1 country
Private fundshedge 5, real estate 2

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Charlotte, NC (main office)United States	United States
Winston Salem, NCUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.