BLACK HILL CAPITAL PARTNERS, LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 118291
- Registered since
- July 1, 2020
- Website
- www.blackhill-capital.com
- 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
FINTRXOverview
Black Hill Capital Partners, LLC is a small RIA focused on discretionary portfolio management for both individual/small business clients and investment companies. The firm operates on a percentage-of-AUM fee model and targets institutional-type mandates despite its compact scale. Its filings show a clear preference for equity-oriented strategies, with the bulk of assets held in exchange-traded equities. The firm is not positioned as an ESG or pension consultant and does not identify as a multi-state or related adviser. Black Hill Capital Partners appears to run concentrated, actively managed portfolios rather than a broad advisory platform. Custody with Interactive Brokers and the heavy weighting to exchange-traded securities point to an approach that favors liquid, tradable instruments and the ability to implement tactical shifts or trade across venues when needed.
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 Equities97%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1ANDREW CHICA
Chief Compliance OfficerCRD 3087253
Contacts
1 of 1SANGBUM KIM
Portfolio ManagerCRD 2122275
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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