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CRD 297174
CHARLOTTE, NC
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 PARTNERSHIP FUND, L.P. | Hedge Fund | $85.0M | May 1, 2024 | 79 | May 4, 2018 | reported | 021-145928 |
| HALE ICFG FUND, L.P. | Hedge Fund | $61.6M | May 1, 2024 | 5 | Mar 31, 2023 | reported | n/a |
| HALE MEDICAL OFFICE BUILDING FUND, L.P. | Real Estate Fund | $28.2M | May 1, 2024 | 35 | May 4, 2018 | reported | n/a |
| HALE GOVERNMENT BUILDING FUND, L.P. | Real Estate Fund | $17.3M | May 1, 2024 | 30 | Mar 30, 2020 | reported | n/a |
| CLARK-HALE FUND LP | Hedge Fund | $15.4M | May 1, 2024 | 8 | May 4, 2018 | reported | n/a |
| SMITH - HALE FUND LP | Hedge Fund | $10.9M | May 1, 2024 | 4 | Mar 30, 2020 | reported | n/a |
| DICKINSON-HALE FUND LP | Hedge Fund | $8.6M | May 1, 2024 | 4 | Mar 30, 2021 | reported | n/a |
| MGEN II - HALE FUND, L.P. | Hedge Fund | $3.6M | May 1, 2024 | 4 | May 4, 2018 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Garner, Bradley, Griffin | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | B | yes | 10/2015 | May 4, 2018 | May 1, 2024 |
| HALE, STEVEN, ALFRED | GENERAL PARTNER | E | yes | 09/2010 | May 4, 2018 | May 1, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| HALE PARTNERSHIP CAPITAL ADVISORS, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Greenville | Nc | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $788M | $788M | 2 | 1 | 1 | 7 | n/a |
| 2024 | Mar 31, 2025 | $643M | $643M | 2 | 2 | 1 | 8 | n/a |
| 2023 | Mar 29, 2024 | $593M | $593M | 2 | 2 | 1 | 8 | $230M |
| 2022 | Mar 31, 2023 | $466M | $466M | 2 | 2 | 1 | 8 | $196M |
| 2021 | Mar 25, 2022 | $185M | $185M | 2 | 2 | 1 | 7 | $137M |
| 2020 | Mar 30, 2021 | $140M | $140M | 2 | 2 | 1 | 7 | $110M |
| 2019 | Mar 30, 2020 | $143M | $143M | 2 | 2 | 1 | 6 | $113M |
| 2018 | Mar 6, 2019 | $111M | $111M | 2 | 2 | 1 | 4 | $78.3M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $788M | $643M | 22.6% | $466M | 19.1% | 2 | 2 | 1 | 1 |