Hall Capital Partners

San Francisco, California, USAhall-capital.com/1expert edge

Independent investment advisor founded in 1994 serving families, endowments, and foundations with $40B+ in assets, pioneering Full Consequence Investing principles emphasizing ESG alongside financial returns.

Why interesting to a deal team

Acquired by Pathstone in Oct 2024 under Fleissig's leadership, adding $45B AUA and integrating national scale institutional advisory capabilities; Founder Katie Hall now co-chairs post-acquisition.

Experts connected to this company

Matt FleissigMerged into Pathstone under his leadership, 2024

Matt Fleissig

CEO and Co-founder

Pathstone

FounderEnglewood

Fleissig has led Pathstone's roll-up strategy through billion-dollar mergers (Hall Capital, Crestone, Mill Creek) to $100B+ AUM — a first-hand read on RIA consolidation deal terms and integration risk.

Sources

Name + firmPrimary
hall-capital.com
Name + firmOther
pathstone.com/news/pathstone-and-hall-capital-to-combine-forces

Strongest evidenceName + firm2 public sourcesHow the grades work