Emerald Hills Capital, LLC

RIASEC Registered
Total AUM
$17.1M
Discretionary
$17.1M
100% of AUM
Avg account
$5.7M
Accounts
3
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
159670
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

FINTRX

Overview

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

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 100%100%
  • Exchange Traded Equities100%

Contacts

1 of 1
  • Leon Shirman

    Leon Shirman

    Managing DirectorCRD 5989421

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

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth