BLACKHILL CAPITAL, INC
Firm details
- Headquarters
- MORRISTOWN, New Jersey
- CRD number
- 105208
- Registered since
- May 13, 1988
- Website
- blackhillcapital.com
- 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
FINTRXOverview
Blackhill Capital, Inc is an independent, SEC-registered registered investment adviser formed as a corporation and owned by an individual. The firm has been SEC-registered since 1988 and provides portfolio management primarily for individual and small business clients, with service to both individual/family and institutional clients. Its fee model is a percentage of assets under management. Blackhill describes a preference for equity-oriented strategies and is not an active ESG investor. It does not position itself as a capital allocator or pension consultant and is not designated as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities97%
- Cash & Cash Equivalents3%
Owners & executives
2 of 2CARY SCHWARTZ
President and Chief Investment OfficerCRD 416224
GAIL MCINTYRE
Chief Operating Officer and Chief Compliance OfficerCRD 4324991
Contacts
1 of 1MARCELLA FINKEL
Vice PresidentCRD 4533558
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$527K in ETFs
100%
$527K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $311K | 478 | 58.95% |
Location
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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