ROUND HILL ASSET MANAGEMENT INC

RIASEC RegisteredEst. 1986

Total AUM

$271M

Discretionary

$271M

100% of AUM

Avg account

$1.5M

Accounts

186

Employees

Advisory reps

Firm details

Headquarters: PASADENA, California
CRD number: 107069
Registered since: May 15, 1986
Website: www.rhill.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI59.43%
Pooled Investment Vehicles18.7%
Individuals16.93%
Pension & Profit Sharing Plans4.94%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Round Hill Asset Management Inc is a privately owned investment adviser that operates as a hedge fund and provides discretionary portfolio management to both individual/family clients and institutional pooled vehicles. The firm is SEC-registered (since 1986) and bills clients under a mix of percentage-of-AUM, fixed, and performance-based fee arrangements. Its advisory work explicitly includes direct portfolio management for individuals/small businesses and for pooled investment vehicles. Round Hill does not position itself primarily as a capital allocator and is not identified as an active ESG investor.