Hall Structured Finance, Inc. (Frisco)

Name: Hall Structured Finance, Inc.
Address: 6801 Gaylord Parkway, Frisco, TX, 75034 5887
Telephone: 972-377-1100

Hall Structured Finance, Inc. is a large advisory firm based in Frisco. It manages $156 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012.

Hall Structured Finance provides portfolio management for pooled investment vehicles and self-advised fund. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hall Structured Finance: assets under management

The assets under management (AUM) of Hall Structured Finance, Inc. is $156 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $156 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $156 million each.

Hall Structured Finance has custody of $9.3 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Careers at Hall Structured Finance, Inc.

Craig Hall has been acting as President since 1 Aug 2009. Donald Louis Braun joined the executive team most recently as the Executive Vice President, Advisory Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Craig Hall Living Trust	Shareholder	1 Feb 2007	75% - 100%	xxx-xx-xxxx
Michael Jay Jaynes	President and treasurer, advisory director	1 Feb 2007	Other	6127143
Richard Alan Hyman	Advisory director	1 Feb 2007	Other	6141059
Mark Thomas Depker	Secretary, advisory director	1 Dec 2007	Other	6127141
Craig Hall	Director	1 Aug 2009	Other	1458905
Larry Edward Levey	Executive vice president, advisory director	1 Aug 2009	Other	1737395
Mark Robert Blocher	Chief compliance officer and vp of investor relations	1 Aug 2009	Other	1795795
Donald Louis Braun	Executive vice president, advisory director	1 Mar 2010	Other	1786945
John Bryan Tolbert	Vice president of finance	1 Mar 2010	Other	6127140

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Kathryn Lou Walt Hall	Trustee	1 Jan 1996	Other	6127146
Craig Hall	Trustee	1 Feb 1997	Other	1458905

Based in Frisco

The principal office where Hall Structured Finance, Inc. performs its advisory services is located at 6801 Gaylord Parkway, Frisco, TX 75034 5887, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 972-377-1100 or by fax 972-377-1170. The normal business hours are 8 am - 5 pm on Monday - Friday. You can find more information about the New York firm at www.hallstructuredfinance.com.