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 firm registered with the SEC since 1986 that operates as a hedge fund and provides portfolio management for both individual/family clients and pooled vehicles. Its client base includes individuals, families and institutional investors. The firm charges a mix of percentage-of-AUM, fixed fees and performance-based fees and reports advisory activity across separately managed accounts and pooled investment vehicles. Round Hill is not positioned as an ESG-focused or multi-state adviser in its filings.