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advised by HALL CAPITAL PARTNERS LLC
Delaware, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| May 6, 2024 | $113M | 54 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | CHARLES SCHWAB & CO., INC. | Phoenix | Arizona | United States | no | 8-16514 |
| JP MORGAN CHASE BANK | JP MORGAN CHASE BANK NA | NEW YORK | New York | United States | no | n/a |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | SAN FRANCISCO |
| 3100.0% |
| yes |
| H•• E•••• S•••• V•••••• F•••• L••• • S••••• 3• |
| Mar 26, 2024 | $113M | 54 | $250,000 | 3100.0% | yes | H•• E•••• S•••• V•••••• F•••• L••• • S••••• 3• |
| Jun 30, 2023 | $115M | 54 | $250,000 | 3100.0% | yes | H•• E•••• S•••• V•••••• F•••• L••• • S••••• 3• |
| Mar 30, 2023 | $115M | 54 | $250,000 | 3100.0% | yes | H•• E•••• S•••• V•••••• F•••• L••• • S••••• 3• |
| Jul 14, 2022 | $119M | 54 | $250,000 | 3100.0% | yes | H•• E•••• S•••• V•••••• F•••• L••• • S••••• 3• |
| Mar 30, 2022 | $119M | 54 | $250,000 | 3100.0% | yes | H•• E•••• S•••• V•••••• F•••• L••• • S••••• 3• |
| California |
| United States |
| no |
| 8-7221 |