BAY Hill Capital Management USA, LLC
Firm details
- Headquarters
- ,
- CRD number
- 287897
- Website
- www.bayhillcapm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.25%
- Individuals3.75%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
BAY Hill Capital Management USA, LLC is a small, independent registered investment adviser organized as an LLC that manages portfolios for individuals and families with a focus on discretionary portfolio management and financial planning. The firm charges fees as a percentage of assets under management and appears to run client accounts primarily through separately managed accounts (SMAs) and liquid public-market instruments. Its investment stance tilts toward equities as the primary return engine while using income and alternative sleeves for diversification and yield. The adviser does not position itself as a capital allocator to external private funds; instead it implements client asset mixes directly. It does not identify as an active ESG investor, and its advisory activity is centered on individual and small-business clients rather than institutional or pension consulting.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Private Funds35%
- US Government Bonds4%
- State & Local Bonds4%
- Cash & Cash Equivalents2%
Contacts
1 of 1Charles Burns
Managing PartnerCRD 2250182
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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