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 acts as both an active asset manager and sponsor/GP of pooled vehicles, providing portfolio management across individuals and families as well as institutional clients. Its advisory work spans separately managed accounts, investment companies, pooled investment vehicles and institutional mandates. Compensation is a mix of asset-based fees and performance-linked fees. The firm does not identify as an active ESG investor.
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 Equities87%
- Investment Grade Corp Bonds5%
- US Government Bonds4%
- Cash & Cash Equivalents4%
Owners & executives
3 of 3
Thomas Line
Chief Financial OfficerCRD 4334606
Alyssa Bentz
Chief Compliance OfficerCRD 6743900
Heather Brilliant
Chief Executive OfficerCRD 6857235
Contacts
3 of 4
Christopher Mccarry
DirectorCRD 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
$15.9M in ETFs
5%
$828K
0%
$15.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIAMOND HILL LARGE CAP CONCENTRATED ETF (DHLX) | $15.1M | 1,165,305 | 94.79% |
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 Mc Connell Blvd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Nationwide Investment Advisors, LLC
RIAColumbus, OH
Nationwide Asset Management, LLC
RIAColumbus, OH
Nationwide Fund Advisors
RIAColumbus, OH
Rockbridge Capital, LLC
RIAColumbus, OH
Hamilton Capital
RIAColumbus, OH
Drive Capital LLC
RIAColumbus, OH