Katam Hill LLC

RIASEC Registered

Total AUM

$42.4M

Discretionary

$40.7M

96% of AUM

Avg account

$573K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Sherman Oaks, California
CRD number: 306521
Website: katamhill.com
Custodians: INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI89.18%
Individuals6.83%
Pooled Investment Vehicles3.99%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Katam Hill LLC is an independent registered investment adviser operating as a limited liability company that serves both individuals/families and institutional clients. The firm provides portfolio management across individual and pooled vehicles and for businesses or institutions. Its client-facing fee arrangements include asset-based (percentage of AUM) billing, fixed fees, and performance-based fees. Katam Hill does not identify as an active ESG investor and is not flagged as a multi-state or newly formed adviser.