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, individually owned registered investment adviser that began SEC registration in 2023. The firm operates as an LLC and focuses on portfolio management services for individuals, families, small businesses and institutional/business clients. Its client relationships include performance-based fee arrangements, and the adviser does not present itself as a capital allocator or an active ESG investor. Advisory activity centers on discretionary portfolio management rather than manager-of-managers or pension consulting. The firm’s disclosures indicate a clear preference for equities as the primary investment vehicle.
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
$4.6M in ETFs
100%
$4.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $1M | 2,755 | 22.18% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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