UNDERHILL INVESTMENTS, LLC

Overview

Underhill Investments, LLC is a small, fee-based advisory firm that manages portfolios for individual and family clients and selects third‑party advisers on behalf of those clients. The firm’s stated focus is direct portfolio management for individuals and small businesses, with a clear preference for equity exposure delivered through exchange‑traded instruments. Underhill charges a percentage of assets under management and appears to run fully discretionary mandates for its clients. It does not market itself as an ESG investor and operates on a single‑state basis. The firm leans on outside managers when appropriate, reflecting a hybrid approach: building core equity exposure internally while outsourcing specialized alternative strategies or niche mandates to third‑party managers. Custody is centralized at Charles Schwab & Co., which suggests standard institutional plumbing for trading, reporting and client statements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices