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HALE PARTNERSHIP CAPITAL MANAGEMENT, LLC

CHARLOTTE, NC · CRD 297174 · IAPD ↗ · 336-552-6228

$788.3MRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
7Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2024 — HALE PARTNERSHIP CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($466.3M -> $593.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.