HALE PARTNERSHIP CAPITAL MANAGEMENT, LLC

2115 E. 7th Street
Charlotte, North Carolina 28204
Tel: 336-552-6228

About HALE PARTNERSHIP CAPITAL MANAGEMENT, LLC

HALE PARTNERSHIP CAPITAL MANAGEMENT, LLC, formally registered with the SEC as HALE PARTNERSHIP CAPITAL MANAGEMENT, LLC. The firm was established in 06/05/2018. They have over 2 offices throughout the country.

HALE PARTNERSHIP CAPITAL MANAGEMENT, LLC is a Charlotte, North Carolina based Financial Planning firm with nearly $593,126,941 assets under management, offering retirement planning & investment advisory services to 10 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297174
SEC#	801-113387
Assets Managed by Firm	$593,126,941
No. of Clients	10
No. of Advisors	2

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	10	$593,126,941
Charitable organizations	1	$65,248,465

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