ELK Hill Advisors, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 117275
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI67.26%
- Individuals18.86%
- Charitable Organizations7.83%
- Pension & Profit Sharing Plans6.05%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
ELK Hill Advisors, Inc. is a small, fee-based registered investment adviser that allocates capital across individual, family and institutional clients with a clear tilt toward equity exposure. The firm’s advisory work centers on discretionary portfolio management for individuals and small businesses, pension consulting and the selection of other advisers, which suggests a mix of direct portfolio management and outsourced manager relationships. ELK Hill charges fees as a percentage of assets under management and is organized as an individually owned corporation. Equities are the stated preference, with a notable concentration in non-exchange-traded equity positions. The firm also uses mutual funds and third-party alternative managers to broaden exposure, and its alternative allocation includes real estate, managed futures and REITs. ELK Hill is not flagged as an active ESG investor and operates from a single-office structure, managing a compact client base that allows for relatively customized portfolio solutions.
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
- Non-Exchange Traded Equities53%
- Exchange Traded Equities30%
- Cash & Cash Equivalents10%
- US Government Bonds7%
Contacts
2 of 2Thomas Fitzpatrick
Investment Adviser RepresentativeCRD 5559498
Scott Berglund
PresidentCRD 2311935
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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