KATAM HILL LLC

Overview

Katam Hill LLC is a small, equity-focused registered investment advisor that manages both individual and institutional relationships. The firm’s activity centers on listed equities and exchange-traded funds as the core building blocks of client portfolios, with a clear preference for liquid, publicly traded instruments. Its advisory remit covers discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and separate account work for businesses or institutions. Fee arrangements are flexible: Katam Hill LLC uses a mix of percentage-of-AUM fees, fixed fees and performance-based fees. That fee structure supports the firm’s use of a broader toolkit—standard long equity exposures for core beta plus performance-fee-friendly structures such as hedge fund allocations and pooled vehicles where incentive fees are common. The firm is not positioned as an ESG or multi-state specialist; its filings describe a straightforward, active asset management approach with an emphasis on tradable equity exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices