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CRD 157220
NEW YORK, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| HALE CAPITAL PARTNERS, LP | Hedge Fund | $191M | Mar 28, 2024 | 64 | Feb 14, 2012 | reported | 021-128892 |
| EREF-MID II, LLC | Hedge Fund | $364,740 | Mar 28, 2018 | 17 | Mar 31, 2014 | dropped | n/a |
| INV-MID, LLC | Hedge Fund | $103,050 | Mar 28, 2018 | 2 | Mar 31, 2014 | dropped | n/a |
| EREF-MID, LLC | Hedge Fund | $29,958 | Mar 29, 2016 | 5 | Mar 31, 2014 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| HALE, MARTIN, M | Ceo | E | yes | 03/2008 | Feb 14, 2012 | Mar 28, 2024 |
| XU, YING | CHIEF COMPLIANCE OFFICER | Na | yes | 09/2019 | Sep 30, 2019 | Mar 28, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| HALE FUND PARTNERS, LLC | n/a | n/a | n/a | Y | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $375M | $375M | 10 | 9 | 0 | 2 | n/a |
| 2024 | Mar 31, 2025 | $276M | $276M | 8 | 7 | 0 | 2 | n/a |
| 2023 | Mar 28, 2024 | $191M | $191M | 7 | 6 | 0 | 1 | $191M |
| 2022 | Mar 31, 2023 | $194M | $194M | 7 | 6 | 0 | 1 | $194M |
| 2021 | Mar 30, 2022 | $187M | $187M | 6 | 5 | 0 | 1 | $187M |
| 2020 | Mar 26, 2021 | $159M | $159M | 6 | 5 | 0 | 1 | $159M |
| 2019 | Mar 30, 2020 | $110M | $110M | 6 | 5 | 0 | 1 | $110M |
| 2018 | Mar 28, 2019 | $152M | $152M | 6 | 4 | 0 | 1 | $152M |
| 2017 | Mar 28, 2018 | $158M | $158M | 7 | 5 | 0 | 3 | $158M |
| 2016 | Mar 31, 2017 | $153M | $153M | 7 | 5 | n/a | 3 | $162M |
| 2015 | Mar 29, 2016 | $146M | $146M | 6 | 4 | n/a | 4 | $146M |
| 2014 | Mar 25, 2015 | $233M | $233M | 7 | 5 | n/a | 4 | $233M |
| 2013 | Mar 26, 2014 | $238M | $238M | 9 | 7 | n/a | 1 | $173M |
| 2012 | Apr 1, 2013 | $246M | $246M | 10 | 9 | n/a | 1 | $171M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $375M | $276M | 35.7% | $194M | 24.6% | 10 | 8 | 0 | 0 |