Box Hill Private Wealth

Overview

Box Hill Private Wealth is an independent registered investment adviser organized as an LLC and registered with the SEC in 2026. The firm serves individual and family clients, charging fees as a percentage of assets under management and offering financial planning and portfolio management for individuals and small businesses. It reports being an active ESG investor and operates as a single-owner (individual) practice rather than a multi-state or institutional pension consultant. The firm does not present itself as a capital allocator in the institutional sense.

Assets & Accounts

Public Holdings

Investments & Alternatives