Hale And Dorr Capital Management LLC (Boston)

Hale And Dorr Capital Management LLC is a large advisory firm based in Boston. It manages $1.51 billion of regulatory assets for 1,163 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.

Hale And Dorr Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hale And Dorr Capital Management: assets under management

The assets under management (AUM) of Hale And Dorr Capital Management LLC is $1.51 billion. The firm's AUM has gone down by -34% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.44 billion in discretionary accounts and $75.05 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.3 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.25 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hale And Dorr Capital Management LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Hale And Dorr Capital Management LLC

Mark Randall Litzerman has served as the Chief Investment Officer since 1 Jan 2002. Kristin Elyse Dibarnaba joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 1 indirect owner.

Based in Boston

The principal office where Hale And Dorr Capital Management LLC performs its advisory services is located at 60 State Street, Boston, MA 02109, 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 617-526-5801 or by fax 617-526-2811. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.haledorrcapital.com.

Registered investment advisers similar to Hale And Dorr Capital Management LLC

• Neon Liberty Capital Management
• Gfi Energy Ventures
• Marshfield Associates
• Zevenberger Capital
• Wellspring Capital Management Group
• Hsbc Asset Management (Japan) Kk
• Ascend Capital
• Brevet Capital Management
• Savannah Baltimore Capital Management
• Canyon Bridge Management Consulting (Beijing)
• Canyon Bridge Management (Hong Kong) Limited
• Canyon Bridge Capital Partners
• Dlj Merchant Banking Ii
• Lincoln Equity Management
• Lion Point Capital