Great Hill Capital, LLC
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
FINTRXOverview
Great Hill Capital, LLC is a privately owned limited liability company that registered with the SEC in 2023. The firm serves individual and family clients and advertises portfolio management services for both individuals/small businesses and for businesses or institutional entities. Its fee structure includes performance-based fees. Great Hill reports it is not an ESG investor, not a capital allocator, and does not act as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities90%
- Derivatives10%
Contacts
1 of 1Thomas Hayes
ChairmanCRD 7795799
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$4.6M in ETFs
100%
$4.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND (VXUS) | Vanguard | Passive | Foreign Large Blend | $957K | 12,416 | 20.79% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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