Diamond Hill Capital Management, LLC

RIASEC Registered

Total AUM

$29.4B

Discretionary

$29.4B

100% of AUM

Avg account

$9.2M

Accounts

3,192

Employees

120

Advisory reps

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

FINTRX

Overview

Diamond Hill Capital Management, LLC is a Delaware-style limited liability company that operates as an SEC-registered investment adviser (registered in 1988). It is organized as a hedge fund manager serving both individual/family clients and institutional investors. The firm charges asset-based fees and performance-linked fees, and provides portfolio management across accounts ranging from individual and small-business separate accounts to pooled investment vehicles and investment companies. Diamond Hill also acts as a sponsor/general partner/managing member of pooled vehicles it manages. The firm does not characterize itself as an active ESG investor and is not described as a multi-state or newly formed adviser. Its client mix and fee arrangement imply a blend of traditional discretionary equity management and performance-oriented strategies typical of hedge-fund-style sponsors.