Great Hill Capital, LLC

RIASEC Registered
Total AUM
$1B
Discretionary
$1B
100% of AUM
Avg account
$12.1M
Accounts
83
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
328021
Registered since
September 13, 2023
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Great Hill Capital, LLC is an independent, individually owned registered investment adviser that began SEC registration in 2023. The firm operates as an LLC and focuses on portfolio management services for individuals, families, small businesses and institutional/business clients. Its client relationships include performance-based fee arrangements, and the adviser does not present itself as a capital allocator or an active ESG investor. Advisory activity centers on discretionary portfolio management rather than manager-of-managers or pension consulting. The firm’s disclosures indicate a clear preference for equities as the primary investment vehicle.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Derivatives 10%90%
  • Exchange Traded Equities90%
  • Derivatives10%

Contacts

1 of 1
  • Thomas Hayes

    ChairmanCRD 7795799

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 6

Active vs passive

$4.6M in ETFs

Passive

100%

$4.6M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$1M2,75522.18%

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth