# HC Capital Partners, LLC

> HC Capital Partners, LLC is an SEC-registered investment advisory firm in West Conshohocken, PA, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 160737
- Filed as: HC CAPITAL PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: West Conshohocken, PA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160737
- AdvisorCensus page: https://advisorcensus.com/firm/hc-capital-partners-llc-west-conshohocken-pa-160737

## Quick answers

**How is HC Capital Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), HC Capital Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is HC Capital Partners, LLC located?**
HC Capital Partners, LLC's principal office is in West Conshohocken, PA, according to its Form ADV.

**Is HC Capital Partners, LLC registered with the SEC or a state?**
HC Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160737.

**How much does HC Capital Partners, LLC manage?**
HC Capital Partners, LLC reports $5,214,271,007 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have HC Capital Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for HC Capital Partners, LLC: Regulatory assets under management: $2,773,148,098 in the October 2021 data and $5,214,271,007 in the October 2026 data, up 88%. Total employees: 0 in October 2021 and 0 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does HC Capital Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (29).

**Does HC Capital Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/160737

**What changed in HC Capital Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $3,887,435,602 to $5,214,271,007 (+34%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $5,214,271,007
- Discretionary: $5,214,271,007
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 29 | $5,214,271,007 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 0 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,773,148,098 | 0 | March 31, 2021 |
| October 2022 | $3,794,541,355 | 0 | March 31, 2022 |
| October 2023 | $3,529,725,596 | 0 | March 31, 2023 |
| October 2024 | $4,224,457,143 | 0 | March 29, 2024 |
| October 2025 | $3,887,435,602 | 0 | March 31, 2025 |
| October 2026 | $5,214,271,007 | 0 | March 31, 2026 |

Regulatory assets under management: $2,773,148,098 in the October 2021 data and $5,214,271,007 in the October 2026 data, up 88%.
Total employees: 0 in October 2021 and 0 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $3,887,435,602 to $5,214,271,007 (+34%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. HC Capital Partners, LLC (CRD 160737): Form ADV filing data as of October 2026.