Katam Hill LLC

RIASEC Registered

Total AUM

$42.4M

Discretionary

$40.7M

96% of AUM

Avg account

$573K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Sherman Oaks, California
CRD number: 306521
Website: katamhill.com
Custodians: INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI89.18%
Individuals6.83%
Pooled Investment Vehicles3.99%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Katam Hill LLC is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm serves both individual and family clients as well as institutional relationships, and its stated advisory activities center on discretionary and non-discretionary portfolio management across retail accounts, pooled investment vehicles, and business or institutional mandates. Fee arrangements include asset-based charges, fixed fees, and performance-linked fees, and the firm does not describe itself as an active ESG investor or a multi-state adviser.