TK
TK

Thomas Koch

9 Years of Experience
Pasadena, CA

Thomas Koch is a registered investment advisor at Hall Capital, LLC, based in Pasadena, CA, with 9 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 39 clients with $180M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
39 clients
Average Client Portfolio
$4.6M average
Assets Under Management
$180.0M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

199 S. Los Robles, Suite 535, Pasadena, CA, 91101

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Thomas is a managing member of Trancoso Capital Management LLC, which is the general partner and investment advisor to Trancoso Partners LP. Trancoso Capital Management LLC is an exempt CA registered advisor.

Employment History
Current Registrations
Hall Capital, LLC
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Turnaround Capital Management, LLC
October 2001 - January 2010 · 8 yrs 3 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.