DIAMOND HILL CAPITAL MANAGEMENT INC
Firm details
- Headquarters
- COLUMBUS, Ohio
- CRD number
- 110638
- Registered since
- June 2, 1988
- Website
- www.diamond-hill.com
- Custodians
- GOLDMAN SACHS & CO. LLC, STATE STREET BANK AND TRUST COMPANY, J.P. MORGAN SECURITIES INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies74.29%
- Pooled Investment Vehicles8.88%
- Other Investment Advisers8.08%
- Pension & Profit Sharing Plans3.38%
- State / Municipal Government1.94%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Diamond Hill Capital Management Inc is an SEC-registered investment adviser organized as an LLC and operating since 1988. The firm serves both individual and institutional clients and provides portfolio management across single accounts, pooled vehicles and investment companies. Its compensation model includes both percentage-of-assets and performance-based fees. Diamond Hill is identified as a hedge fund manager and acts in sponsor/GP and managing-member roles for pooled vehicles. The firm does not self-identify as an active ESG investor.
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 Equities87%
- Investment Grade Corp Bonds5%
- US Government Bonds4%
- Cash & Cash Equivalents4%
Owners & executives
3 of 3THOMAS LINE
Chief Financial OfficerCRD 4334606
Alyssa Bentz
Chief Compliance OfficerCRD 6743900
Heather Brilliant
Chief Executive OfficerCRD 6857235
Contacts
3 of 4CHRISTOPHER MCCARRY
Director - Business DevelopmentCRD 4472441
JO QUINIF
President, CCOCRD 4672198
PATRICK TRENCANSKY
Performance AnalystCRD 5599546
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$20.6M in ETFs
28%
$5.7M
0%
$14.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIAMOND HILL LARGE CAP CONCENTRATED ETF (DHLX) | $14.9M | 1,165,305 | 72.43% |
Location
COLUMBUS, OH
FRANKLIN
Location
COLUMBUS, OH
Headquartered in COLUMBUS, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- FRANKLIN
- Address
- 325 John H McConnell Blvd
- Time zone
- ET (UTC-5)
- Office locations
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