Waterhill Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 117090
- Website
- www.waterhillcapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI86.36%
- Pooled Investment Vehicles9.09%
- Individuals4.55%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Waterhill Capital, LLC is organized as a limited liability company and operates as a hedge fund-style adviser. The firm serves both individual/family clients and institutional investors and provides portfolio management for individuals and small businesses as well as for pooled investment vehicles. It also functions as sponsor, general partner and managing member for pooled vehicles it oversees. Compensation combines a percentage-of-assets approach with performance-based fees. The firm does not identify as an active ESG investor and is not designated as a multi-state or newly formed 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 Equities80%
- Cash & Cash Equivalents20%
Contacts
1 of 1Huihwan Yu
Managing MemberCRD 2148399
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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