Lucashill, LLC
Firm details
- Headquarters
- Palo Alto, California
- CRD number
- 321069
- Registered since
- June 6, 2022
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Lucashill, LLC is an SEC-registered advisory firm (registration year 2022) organized as a limited liability company and owned by an individual. The firm serves institutional clients and focuses its advisory work on portfolio management for pooled investment vehicles. It charges both a percentage-of-assets fee and performance-based fees. Lucashill identifies itself as an active ESG investor and acts in sponsor/GP/managing-member roles for the pooled vehicles it runs.
Assets & Accounts
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
Owners & executives
2 of 2
Kyle Roy
Chief Operating OfficerCRD 7275803
Ryan Roderick
Founder & CIOCRD 2843422
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Palo Alto, CA
Santa Clara
Location
Palo Alto, CA
Headquartered in Palo Alto, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Santa Clara
- Address
- 228 Hamilton Ave
- Time zone
- PT (UTC-8)
- Office locations
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