HALE PARTNERSHIP CAPITAL MANAGEMENT, LLC
CRD #297174 SEC #801-113387 CHARLOTTE, NC 336-552-6228
SEC Registered Private Funds
Total AUM
$642.9M
Discretionary
$642.9M
Employees
2
Clients
--
Accounts
11
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $642.9M | $642.9M | $0 | 2 | 0 |
| May 2024 | $593.1M | $593.1M | $0 | 2 | 0 |
| Mar 2024 | $593.1M | $593.1M | $0 | 2 | 0 |
| Jun 2023 | $466.3M | $466.3M | $0 | 2 | 0 |
| Mar 2023 | $466.3M | $466.3M | $0 | 2 | 0 |
| Mar 2022 | $184.9M | $184.9M | $0 | 2 | 0 |
| Mar 2021 | $139.7M | $139.7M | $0 | 2 | 0 |
| Mar 2020 | $143.4M | $143.4M | $0 | 2 | 0 |
| Mar 2019 | $110.8M | $110.8M | $0 | 2 | 0 |
| Oct 2018 | $110.2M | $110.2M | $0 | 3 | 0 |
| May 2018 | $115.4M | $115.4M | $0 | 3 | 0 |
| May 2018 | $115.4M | $115.4M | $0 | 3 | 0 |
DateMar 2025
Total AUM$642.9M
Discretionary$642.9M
Non-Disc.$0
Employees2
Clients0
DateMay 2024
Total AUM$593.1M
Discretionary$593.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$593.1M
Discretionary$593.1M
Non-Disc.$0
Employees2
Clients0
DateJun 2023
Total AUM$466.3M
Discretionary$466.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$466.3M
Discretionary$466.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$184.9M
Discretionary$184.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$139.7M
Discretionary$139.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$143.4M
Discretionary$143.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$110.8M
Discretionary$110.8M
Non-Disc.$0
Employees2
Clients0
DateOct 2018
Total AUM$110.2M
Discretionary$110.2M
Non-Disc.$0
Employees3
Clients0
DateMay 2018
Total AUM$115.4M
Discretionary$115.4M
Non-Disc.$0
Employees3
Clients0
DateMay 2018
Total AUM$115.4M
Discretionary$115.4M
Non-Disc.$0
Employees3
Clients0