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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-08-2010
- Office Locations
- 2
Office Locations
About Hall Capital, LLC
Hall Capital, LLC is a Pasadena, CA RIA serving retail and institutional clients. The firm builds portfolios primarily with individually selected stocks from a concentrated “Focus List,” using mutual funds/ETFs selectively for market exposure. For qualifying clients it also allocates to alternatives such as venture capital, private equity, private debt, and real estate. The firm states its Focus List has outperformed the S&P 500 net of fees since inception.
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Owner & Executives
DONALD EDWIN HALL
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #1089086
- Ownership
- 75% or more
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THOMAS RICHARD KOCH
Manager
- CRD
- #2155898
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $180,000,000 | $1,353,383 |
| Non-Discretionary | $0 | -- |
| Total | $180,000,000 | $1,353,383 |
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Separately Managed Accounts
Total SMA Asset: $180,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,905,919,509 | 41.5% |
| Public Funds | $784,248,157 | 11.2% |
| Equity - OTC | $2,723,861,901 | 38.9% |
| Cash | $588,186,118 | 8.4% |
| Total | $7,002,215,685 | 100.0% |