On October 16, Pathstone Family Office announced that it will acquire Hall Capital Partners, LLC.
Pathstone Family Office (“Pathstone”) announced, on October 16, 2024, that it has agreed to acquire Hall Capital Partners, LLC (“Hall Capital”). Hall Capital’s team of 180 professionals, specializing in portfolio management, investment research, and operations, will join Pathstone as part of the transaction. Additionally, Hall Capital Founder, Katie Hall, will serve as co-chair. Further terms of the deal were not disclosed.
Pathstone, based in Englewood, New Jersey, is an independent advisory firm offering family office services and investment advice for families, family offices, and foundations and endowments. As of October 2024, Pathstone had $160 billion in assets under advisement. Ardea Partners LP served as the financial advisor to Pathstone on the transaction.
Hall Capital, based in San Francisco, is an independent registered investment advisor that builds and manages customized global multi-asset class portfolios for families and institutions. As of October 2024, had $45 billion in assets under advisement.
To read the press release: please click here.