Hale Partnership Capital Management, Llc
- Regulatory AUM
- $788M
- Discretionary
- $788M
- Clients
- 11
- Avg AUM / client
- $71.7M
- Accounts
- 11
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 7 | $275M | 34.9% |
| Charitable organizations | 1 | $10.9M | 1.39% |
| Insurance companies | 2 | $466M | 59.2% |
| Corporations and other businesses | 1 | $35.8M | 4.54% |
Private funds (8)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $230M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Hale Partnership Fund, L.P. | Hedge Fund | Delaware | $85.0M | 79 |
| Hale Icfg Fund, L.P. | Hedge Fund | Delaware | $61.6M | 5 |
| Hale Medical Office Building Fund, L.P. | Real Estate Fund | Delaware | $28.2M | 35 |
| Hale Government Building Fund, L.P. | Real Estate Fund | Delaware | $17.3M | 30 |
| Clark Hale Fund Lp | Hedge Fund | Delaware | $15.4M | 8 |
| Smith Hale Fund Lp | Hedge Fund | Delaware | $10.9M | 4 |
| Dickinson Hale Fund Lp | Hedge Fund | Delaware | $8.6M | 4 |
| Mgen Ii Hale Fund, L.P. | Hedge Fund | Delaware | $3.6M | 4 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hale, Steven, Alfred | General Partner | Sep 2010 (16y) | 75% or more | |
| Garner, Bradley, Griffin | Chief Financial Officer And Chief Compliance Officer | Oct 2015 (11y) | 10% – 25% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (8, $230M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Hale Partnership Fund, L.P. | Hedge Fund | $85.0M | $250K | 79 |
| Hale Icfg Fund, L.P. | Hedge Fund | $61.6M | $5.0M | 5 |
| Hale Medical Office Building Fund, L.P. | Real Estate Fund | $28.2M | $100K | 35 |
| Hale Government Building Fund, L.P. | Real Estate Fund | $17.3M | $500K | 30 |
| Clark Hale Fund Lp | Hedge Fund | $15.4M | $100K | 8 |
| Smith Hale Fund Lp | Hedge Fund | $10.9M | $100K | 4 |
| Dickinson Hale Fund Lp | Hedge Fund | $8.6M | $100K | 4 |
| Mgen Ii Hale Fund, L.P. | Hedge Fund | $3.6M | $100K | 4 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.39 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Goldman Sachs $231M (29% of AUM) Mar 2026
- Wells Fargo $160M (20% of AUM) Mar 2026
- Morgan Stanley $64.9M (8% of AUM) Mar 2026
- Truist Securities, Inc. $58.0M (10% of AUM) May 2024
- Huntington National Bank $37.9M (5% of AUM) Mar 2026
- Hsbc Bank Usa, N.A. $23.4M (3% of AUM) Mar 2026
- Servisfirst Bancshares, Inc. $20.0M (3% of AUM) Mar 2026
- Florida Department Of Financial Services $600K (0% of AUM) Mar 2026
- BNY Mellon $360K (0% of AUM) Mar 2026
- Scotia Trust $60.7K (0% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗