Quarry Hill Advisors

RIASEC RegisteredEst. 2021
Total AUM
$395M
Discretionary
$371M
94% of AUM
Avg account
$377K
Accounts
1,048
Employees
5
Advisory reps
3

Firm details

Headquarters
Saint Paul, Minnesota
CRD number
288334
Registered since
August 2, 2021
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI88.62%
  • Individuals11.13%
  • Corporations / Businesses0.17%
  • Charitable Organizations0.09%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Quarry Hill Advisors LLC is an independent registered investment adviser that works primarily with individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Its compensation model includes a percentage-of-assets fee as well as hourly and fixed-fee engagements, reflecting a mix of ongoing advisory relationships and project-based work. The adviser is not positioned as an active ESG investor and is structured as an LLC owned by an individual. Quarry Hill relies largely on pooled public funds (mutual funds and ETFs) for client portfolios and supplements that exposure with third-party managed real estate allocations rather than operating its own private funds.

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: Public Funds/Mutual Funds 54%, Exchange Traded Equities 44%, Cash & Cash Equivalents 2%, Non-Exchange Traded Equities 1%, Investment Grade Corp Bonds 1%54%
  • Public Funds/Mutual Funds54%
  • Exchange Traded Equities44%
  • Cash & Cash Equivalents2%
  • Non-Exchange Traded Equities1%
  • Investment Grade Corp Bonds1%

Contacts

3 of 3
  • Thomas Limborg

    Thomas Limborg

    Associate Financial PlannerCRD 7950919

  • Bjorn Amundson

    Bjorn Amundson

    Partner and Financial PlannerCRD 5049255

  • Kyle Moore

    Kyle Moore

    Founder & Financial PlannerCRD 6689134

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 50

Active vs passive

$255M in ETFs

Passive

9%

$22.2M

Active

90%

$233M

ETFProviderStyleCategoryValueShares% of portfolio
AVANTIS US SMALL CAP VALUE ETF (AVUV)AvantisActiveSmall Value$55.6M445,59321.77%

Location

Primary office

Saint Paul, MN

Ramsey

Location

Saint Paul, MN

Headquartered in Saint Paul, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Ramsey
Address
550 Vandalia St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth