Great Hill Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 328021
- Registered since
- September 13, 2023
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Great Hill Capital, LLC is an independent SEC-registered RIA that began registration in 2023 and is owned by an individual. The firm focuses on portfolio management for individuals, small businesses and institutions, serving primarily individual and family clients. Its compensation includes performance-based fees, indicating a manager-fee alignment tied to investment results rather than flat advisory-only billing. Great Hill does not report being an active ESG investor, is not set up as a multi-state adviser, and does not identify as a capital allocator.
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 Equities90%
- Derivatives10%
Contacts
1 of 1Thomas Hayes
ChairmanCRD 7795799
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$4.8M in ETFs
100%
$4.8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $1M | 2,755 | 21.31% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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