SACHEM HILL LLC
Firm details
- Headquarters
- DENVER, Colorado
- CRD number
- 174210
- Registered since
- August 1, 2017
- Website
- sachemhill.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI79.51%
- Pooled Investment Vehicles19.43%
- Individuals1.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Sachem Hill LLC is an independent registered investment adviser formed in 2017 and structured as a limited liability company with individual ownership. The firm positions itself as a capital allocator serving both individual and family clients as well as institutional investors. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, management of pooled vehicles, and the selection of outside advisers. Fee arrangements reported include percentage-of-AUM, fixed fees and other fee structures. Sachem Hill does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities45%
- Public Funds/Mutual Funds42%
- Private Funds12%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1OANA BOLTON
Chief Operating OfficerCRD 4475524
Contacts
3 of 4THEODORE HARRIS
Managing PartnerCRD 4710388
DANIEL BARTON
Client AdvisorCRD 5857432
ANTHONY COPPOLA
Senior AdvisorCRD 5733228
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 56Active vs passive
$512M in ETFs
65%
$333M
35%
$179M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI USA QUALITY FACTOR ETF (QUAL) | BlackRock | Passive | Large Blend | $66.4M | 346,003 | 12.95% |
Location
DENVER, CO
DENVER
Location
DENVER, CO
Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- DENVER
- Address
- 250 Fillmore St
- Time zone
- MT (UTC-7)
- Office locations
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