LAKE HILL CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2013

Total AUM

$1.6B

Discretionary

$1.6B

100% of AUM

Avg account

$317M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 166526
Registered since: February 15, 2013
Website: www.lakehillgroup.com
Custodians: SG AMERICAS SECURITIES, LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: State / Municipal Government60.8%
Corporations / Businesses37.29%
Pooled Investment Vehicles1.91%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Lake Hill Capital Management, LLC is a small, institutionally focused investment adviser that operates as a hedge fund manager and registered SEC adviser since 2013. The firm is structured as a limited liability company owned by individuals and combines traditional percentage-of-AUM fees with performance-based compensation. Its business model includes activity as a CPO/CTA and as sponsor or managing member of pooled vehicles, and its advisory remit covers portfolio management for individuals and small businesses, pooled investment vehicles, and institutional clients, along with pension consulting services. Investment activity is concentrated and derivatives-intensive: filings show a large portion of managed capital held in derivative instruments. The firm runs private hedge funds alongside separately managed account-like strategies for a tiny number of institutional clients, favoring active, performance-oriented mandates rather than passive, retail-scale offerings.