![]() Jordan Park Group, LLC is a multi-family office that has billions in assets under management (AUM) and several advisors on staff. HCP seeks to build "relatively concentrated but diversified portfolios of complementary managers with asymmetrical return profiles." The firm is specifically focused on risk-adjusted returns and has an entire team, The Research Group, devoted to analyzing investment opportunities. It diversifies portfolios by investing in fixed income, equities, hedge funds, private equity and real assets. Generally, the firm maintains a long-term horizon, investing assets globally and in a highly selective manner. The firm also sticks to certain core investment principles across its client portfolios. HCP creates its global multi-asset class portfolios based on each client's unique financial situation. Hall Capital Partners Investment Strategy Specialized mandates: Client investments in a certain asset class, including hedge funds, private equity or real assets.HCP pooled vehicles: Unregistered funds of funds that the firm or its affiliates manage.Customized global multi-asset class portfolios.Today, the firm offers three main services: ![]() HCP started out managing portfolios for select family offices and their private foundations. Hall Capital Partners Backgroundįounded in 1994, HCP is an independent firm that is privately owned, primarily by the firm's partners. In fact, it manages more money than the next five firms on this list - combined. HCP has tens of billions of dollars in assets under management (AUM). It also serves institutions (including endowments and foundations), pooled investment vehicles, pension and profit-sharing plans, charitable organizations and other investment advisors. This fee-only firm's individual client base comprises high-net-worth individuals and families. HCP does not require a minimum account size, but it does charge an annual fee of $400,000, or $300,000 for accounts that pay performance-based fees. With offices in San Francisco and New York, HCP's portfolio management team includes several advisors with the chartered financial analyst (CFA) designation. 2 firm in California, according to SmartAsset's state rankings. Hall Capital Partners is San Francisco's top-rated financial advisor firm and the No. The qualifying firms were then ranked according to the following criteria: Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. To find the top financial advisors in San Francisco, we first identified all firms registered with the SEC in the city. Minimum AssetsVaries based on account type Answer a few questions to get a personalized match. Let us help match you with the right financial advisor for your needs. Selection of other advisors (including private fund managers).Management of pooled investment vehicles.
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