Black Hill Capital Partners, LLC

RIASEC RegisteredEst. 2020
Total AUM
$67.7M
Discretionary
$67.7M
100% of AUM
Avg account
$33.8M
Accounts
2
Employees
1
Advisory reps
2

Firm details

Headquarters
San Francisco, California
CRD number
118291
Registered since
July 1, 2020
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI50.68%
  • Investment Companies49.32%
Services
Portfolio Management for IndividualsPortfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Black Hill Capital Partners, LLC is an SEC-registered limited liability company that began advising clients in 2020. The firm is organized as an individual-owned institutional RIA and bills clients on a percentage-of-AUM basis. Its reported client base is institutional, and its ADV lists advisory activities that include portfolio management for individuals/small businesses as well as for investment companies. Black Hill does not identify as an active ESG investor and is not listed as a multi-state adviser or pension consultant. The firm does not function as a capital allocator to third-party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 97%, Cash & Cash Equivalents 3%97%
  • Exchange Traded Equities97%
  • Cash & Cash Equivalents3%

Owners & executives

1 of 1
  • Andrew Chica

    Andrew Chica

    Chief Compliance OfficerCRD 3087253

Contacts

1 of 1
  • Sangbum Kim

    Portfolio ManagerCRD 2122275

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
505 Montgomery St
Time zone
PT (UTC-8)
Office locations

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