Unclaimed Profile

David Robert Hale

VALUEACT CAPITAL MANAGEMENT, L.P.·SAN FRANCISCO, California

VALUEACT CAPITAL MANAGEMENT, L.P.

1 LETTERMAN DRIVE, BUILDING D, SAN FRANCISCO, CA 94129CRD# 5154309Firm CRD# 154249

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Robert Hale · SAN FRANCISCO, CA

Registration

CRD #5154309 · VALUEACT CAPITAL MANAGEMENT, L.P.

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

David Robert Hale is a registered financial advisor based in SAN FRANCISCO, California, affiliated with VALUEACT CAPITAL MANAGEMENT, L.P.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

VALUEACT CAPITAL MANAGEMENT, L.P.

AUM

$9.8B

Regulatory assets under management

Employees

Total firm employees

View all advisors at VALUEACT CAPITAL MANAGEMENT, L.P. →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5154309

Firm CRD# 154249

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Robert Hale offer?

David Robert Hale specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.

What are David Robert Hale's credentials?

David Robert Hale is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Robert Hale located?

David Robert Hale is based in SAN FRANCISCO, California, working with VALUEACT CAPITAL MANAGEMENT, L.P.. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does David Robert Hale charge for services?

David Robert Hale's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VALUEACT CAPITAL MANAGEMENT, L.P.?

VALUEACT CAPITAL MANAGEMENT, L.P. has approximately 27 employees and manages $9.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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