Hall Kathryn A.
Hall Capital Partners LLC is an independent investment firm based in San Francisco, California. Founded in 1994 by Kathryn A. Hall, the firm has built a reputation as an Outsourced Chief Investment Office (OCIO), serving more than 130 ultra-high-net-worth families, endowments, and foundations. The firm was recognized for its rigorous approach to investment management, client-focus, and governance, advising on approximately $45 billion in assets as of its 2024 acquisition by Pathstone. Hall Capital Partners employs professionals in investment research, portfolio management, operations, and client advisory.
Investment Strategy
Hall Capital Partners follows a diversified, multi-manager investment strategy designed for ultra-high-net-worth clients, foundations, and endowments. The firm provides OCIO services, building customized portfolios across global public and private markets, and employs rigorous due diligence to select external managers. Their philosophy emphasizes risk management, long-term growth, and alignment of interests, with a commitment to sustainability and governance. The firm seeks to generate consistent returns by combining public equities, fixed income, alternative investments, and private market opportunities.
Top Holdings
Equity Positions (18)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
L LEVI | LEVI STRAUSS & CO NEW | 22.13% | $39.9M | 2,160,395 | $22.67 | $18.49 | +$6.3M |
T T | AT&T INC | 8.68% | $15.7M | 541,379 | $21.60 | $28.94 | +$357.3K |
C CMCSA | COMCAST CORP NEW | 6.81% | $12.3M | 344,276 | $53.78 | $35.69 | -$416.6K |
L LBRDK | LIBERTY BROADBAND CORP | 4.58% | $8.3M | 84,019 | $158.37 | $92.10 | +$1.1M |
S SIRI | SIRIUSXM HOLDINGS INC | 3.33% | $6.0M | 262,033 | $23.65 | $22.97 | +$111.4K |