Diamond Hill Capital Management, LLC
Firm details
- Headquarters
- Columbus, Ohio
- CRD number
- 110638
- Registered since
- June 2, 1988
- Website
- www.diamond-hill.com
- Custodians
- GOLDMAN SACHS & CO. LLC, STATE STREET BANK AND TRUST COMPANY, J.P. MORGAN SECURITIES INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies74.29%
- Pooled Investment Vehicles8.88%
- Other Investment Advisers8.08%
- Pension & Profit Sharing Plans3.38%
- State / Municipal Government1.94%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Diamond Hill Capital Management, LLC is an SEC-registered investment adviser organized as a limited liability company and operating since 1988. The firm serves both individual/family clients and institutional investors, providing portfolio management across separately managed accounts, pooled vehicles and investment companies. Its compensation arrangements include asset-based fees alongside performance-linked fees. Diamond Hill identifies as a hedge-fund-classified adviser and is active as a sponsor/GP and managing member of pooled investment vehicles. The firm does not market itself as an ESG-focused investor.
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 Equities87%
- Investment Grade Corp Bonds5%
- US Government Bonds4%
- Cash & Cash Equivalents4%
Owners & executives
3 of 4
Alyssa Bentz
Chief Compliance OfficerCRD 6743900
Heather Brilliant
Chief Executive OfficerCRD 6857235
Michael Constantino
Chief Financial OfficerCRD 2932606
Contacts
3 of 5
Christopher Mccarry
DirectorCRD 4472441
Jo Quinif
President, CCOCRD 4672198
Patrick Trencansky
Performance AnalystCRD 5599546
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$15.9M in ETFs
5%
$828K
0%
$15.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIAMOND HILL LARGE CAP CONCENTRATED ETF (DHLX) | $15.1M | 1,165,305 | 94.79% |
Location
Columbus, OH
Franklin
Location
Columbus, OH
Headquartered in Columbus, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Franklin
- Address
- 325 John H Mc Connell Blvd
- Time zone
- ET (UTC-5)
- Office locations
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