Blackhill Capital, Inc

RIASEC RegisteredEst. 1988
Total AUM
$2B
Discretionary
$2B
100% of AUM
Avg account
$24.1M
Accounts
83
Employees
4
Advisory reps
3

Firm details

Headquarters
Morristown, New Jersey
CRD number
105208
Registered since
May 13, 1988
Custodians
PERSHING LLC
Fee structure
Percentage of AUM
Client types
  • HNWI64.41%
  • Charitable Organizations22.32%
  • Corporations / Businesses12.88%
  • Individuals0.4%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Blackhill Capital, Inc. is an independent, SEC-registered advisory corporation that has been operating since 1988 and is owned by an individual. The firm focuses on discretionary portfolio management for individuals, families and small businesses, charging clients a percentage of assets under management. Its client base includes both individual/family and institutional investors. Blackhill does not describe itself as an active ESG investor, is not a multi-state adviser, and does not list pension consulting or related-adviser activity on its public filings. The firm’s stated investment preference is equities, and its advisory activity centers on managing separately managed accounts for private clients. Blackhill positions itself as a conventional equity manager that supplements core holdings with targeted alternative exposure through third-party managers in commodity and energy-related strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 97%, Cash & Cash Equivalents 3%97%
  • Exchange Traded Equities97%
  • Cash & Cash Equivalents3%

Owners & executives

2 of 2
  • Cary Schwartz

    Cary Schwartz

    President and Chief Investment OfficerCRD 416224

  • Gail Mcintyre

    Chief Operating Officer and Chief Compliance OfficerCRD 4324991

Contacts

1 of 1
  • Marcella Finkel

    Vice PresidentCRD 4533558

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 2

Active vs passive

$604K in ETFs

Passive

100%

$604K

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$357K47859.12%

Location

Primary office

Morristown, NJ

Morris

Location

Morristown, NJ

Headquartered in Morristown, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Morris
Address
161 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth