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Hallstatt Advisors L.P.

Updated today

Total assets under management

$214,602,234

Total clients

0

Total advisors

0

of 2 employees

Firm size

Investment Manager

May not manage individual clients

Average clients per advisor

Average account size

About

Hallstatt Advisors L.P. manages private pooled investment vehicles on a discretionary basis, with approximately $156 million in regulatory assets under management. Its Clients are structured as master‑feeder funds and their investors are high‑net‑worth and institutional qualified purchasers; the strategies focus on long and short equity exposures within the industrial ecosystem, primarily in North America.

The firm describes a bottom‑up, research‑intensive investment process that relies on detailed financial modeling, industry value‑chain analysis, and conversations with corporate management and external experts to identify undervalued and overvalued securities. Portfolios may include long and short positions, options, and use of leverage, and the firm conducts active daily monitoring and allocation of trades across its pooled vehicles.

Hallstatt is a small advisory team that relies heavily on a single portfolio decision‑maker and discloses a Strategic Investor with preferential terms that could affect liquidity and governance. The brochure also highlights written agreements with third‑party solicitors and capital‑introduction relationships, and indicates the firm presents predecessor performance in its marketing materials—practices that are less common among peers.

Client services

Portfolio management

Expertise

Options & derivatives strategies

Fee options

Percentage

Up to 1.5% annually (management fee)

Performance-based

15% to 20% of the increase in net asset value (performance compensation)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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