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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

    Chief Compliance OfficerCRD 3087253

Contacts

1 of 1
  • SANGBUM KIM

    Portfolio ManagerCRD 2122275

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth