Sachem Hill LLC

RIASEC RegisteredEst. 2017

Total AUM

$1.2B

Discretionary

$1.2B

98% of AUM

Avg account

$2.3M

Accounts

505

Employees

Advisory reps

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

FINTRX

Overview

Sachem Hill LLC is a Delaware limited liability company that operates as an independent Registered Investment Adviser. The firm registered with the SEC in 2017 and is owned by an individual principal. It positions itself as a multi-client capital allocator serving both individual and family clients as well as institutional investors. Fee arrangements include percentage-of-AUM billing as well as fixed and other fee structures. Advisory services listed by the firm include financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and the selection of third‑party advisers. Sachem Hill does not present itself as an active ESG investor and is not identified as a multi‑state adviser on its filings.