Emerald Hills Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 159670
- Website
- www.emeraldhillscapital.com
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- Pooled Investment Vehicles63.01%
- HNWI35.01%
- Individuals1.98%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Emerald Hills Capital, LLC is a small, independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves a mix of individual, family and institutional clients, delivering financial planning and portfolio management for individuals/small businesses as well as for pooled investment vehicles. Investment activity centers on equity portfolios implemented through separately managed accounts and exchange-traded products, with a material allocation to a manager-run hedge fund that the firm advises. Fee arrangements are flexible and include a percentage of assets under management, hourly charges and performance-based fees, which align with the firm’s use of pooled alternative strategies. The adviser does not position itself as an ESG-focused manager and is structured to operate for a single state jurisdiction. Given the very small client base, portfolios are highly customized and the firm leans toward active equity management combined with selective use of less-liquid alternative vehicles to seek additional return streams.
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 Equities100%
Contacts
1 of 1
Leon Shirman
Managing DirectorCRD 5989421
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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