Hale Partnership Capital Management provides portfolio management for pooled vehicles and portfolio management for institutions. The firm advises 7 private funds.
Hale Partnership Capital Management reports 11 clients. They include 7 pooled investment vehicles, 2 insurance companies and 1 charitable organization. Of its assets, 100.0% ($788M across 11 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 64% | 35% |
| Charitable organizations | 9% | 1% |
| Insurance companies | 18% | 59% |
| Corporations and other businesses | 9% | 5% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 7 | $275M | 34.9% | $39.3M |
| Charitable organizations | 1 | $10.9M | 1.4% | $10.9M |
| Insurance companies | 2 | $466M | 59.2% | $233M |
| Corporations and other businesses | 1 | $35.8M | 4.5% | $35.8M |
| Total | 11 | $788M | 100% | $71.7M |
- Clients
- 7
- Regulatory AUM
- $275M
- AUM share
- 34.9%
- Avg. per client
- $39.3M
- Clients
- 1
- Regulatory AUM
- $10.9M
- AUM share
- 1.4%
- Avg. per client
- $10.9M
- Clients
- 2
- Regulatory AUM
- $466M
- AUM share
- 59.2%
- Avg. per client
- $233M
- Clients
- 1
- Regulatory AUM
- $35.8M
- AUM share
- 4.5%
- Avg. per client
- $35.8M
Total
- Clients
- 11
- Regulatory AUM
- $788M
- AUM share
- 100%
- Avg. per client
- $71.7M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 7
Hale Partnership Capital Management is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Steven Hale owns 75% or more of Hale Partnership Capital Management. The leadership team of Hale Partnership Capital Management includes Chief Financial Officer Jacqlyn Piscetelli. It has 2 employees, 1 of them in advisory roles.
Leadership
- Jacqlyn PiscetelliChief Financial Officer and Chief Compliance Officer
- Steven HaleManaging Partner
Staff
- 2 employees
- 1 in advisory functions
- Owns 75% or more of Hale Partnership Capital Management, LLC
Steven Hale
Control person · since September 2010
Hale Partnership Capital Management’s regulatory assets grew 5.6× from $140M (March 2021) to $788M (March 2026); clients rose from 8 to 11 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $788M | 11 | 2 | 2 |
| March 2025 | $643M | 11 | 2 | 2 |
| May 2024 | $593M | 10 | 2 | 2 |
| June 2023 | $466M | 10 | 2 | 2 |
| March 2022 | $185M | 8 | 2 | 2 |
| March 2021 | $140M | 8 | 2 | 2 |
Besides its headquarters, Hale Partnership Capital Management has 1 office, with 2 listed addresses in North Carolina.
North Carolina · 2 listed addresses
- 4350 Congress Street, Suite 580, CharlotteHQ
- 720 W 5th Street, Winston Salem
Contact and registration details
- Legal name
- Hale Partnership Capital Management, LLC
- Headquarters
- 4350 Congress Street, Suite 580, Charlotte, NC 28209
- Website
- halepartnership.com
- Phone
- 336-552-6228
- SEC file
- 801-113387
- Structure
- North Carolina LLC
- Fiscal year end
- December
Hale Partnership Capital Management uses Goldman Sachs & Co. ($231M, 43%), Wells Fargo Bank ($160M, 30%) and Morgan Stanley ($64.9M, 12%), among others, as custodians for its separately managed accounts. Hale Partnership Capital Management has custody of $275M in client assets for 7 clients.
- Goldman Sachs & Co.Goldman Sachs & Co. LLC · New York, NY · $231M43%
- The Huntington National BankThe Huntington National Bank · Columbus, OH · $37.9M7%
- Wells Fargo BankWells Fargo Bank · Jacksonville, FL · $160M30%
- Morgan StanleyMorgan Stanley & Co. · Purchase, NY · $64.9M12%
- HSBC Bank USA, National AssociationHSBC Bank USA, National Association · New York, NY · $23.4M4%
- OtherServisfirst Bancshares, Scotiabank & Trust, The Bank of New York Mellon, Florida Department of Financial Services4%
At year end, Hale Partnership Capital Management’s separately managed accounts were mostly in cash (94%).
What the accounts hold
- Stocks2%
- Bonds4%
- U.S. government and agency bonds2%
- Investment grade corporate bonds2%
- Cash94%
How many clients does Hale Partnership Capital Management have?
Hale Partnership Capital Management has 11 clients and manages $788 million for them, as of March 2026. They include 7 pooled investment vehicles, 2 insurance companies and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Hale Partnership Capital Management offer?
Hale Partnership Capital Management provides portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Hale Partnership Capital Management use?
Hale Partnership Capital Management’s separately managed account assets are held at Goldman Sachs & Co. LLC (New York, NY), with $231M, Wells Fargo Bank (Jacksonville, FL), with $160M, Morgan Stanley & Co. (Purchase, NY), with $64.9M, The Huntington National Bank (Columbus, OH), with $37.9M, HSBC Bank USA, National Association (New York, NY), with $23.4M, Servisfirst Bancshares, Inc. (Charlotte, NC), with $20M, Florida Department of Financial Services (Tallahassee, FL), with $600K, The Bank of New York Mellon (New York, NY), with $360K and Scotiabank & Trust (Grand Cayman), with $60.7K. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Hale Partnership Capital Management have?
Hale Partnership Capital Management has 0 investment adviser representatives registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Hale Partnership Capital Management invest in?
At the end of its last fiscal year, Hale Partnership Capital Management’s separately managed accounts held 94% cash and equivalents, 2% exchange-traded equities, 2% U.S. government and agency bonds and 2% investment grade corporate bonds. It advises 7 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Hale Partnership Capital Management?
Hale Partnership Capital Management’s direct owner is Steven Hale (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Hale Partnership Capital Management get paid?
Hale Partnership Capital Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Hale Partnership Capital Management?
Hale Partnership Capital Management’s main office is at 4350 Congress Street, Suite 580, Charlotte, NC 28209. Its phone number is 336-552-6228. Its website is halepartnership.com.