LODGE HILL CAPITAL, LLC

RIASEC RegisteredEst. 2012
Total AUM
$768M
Discretionary
$768M
100% of AUM
Avg account
$154M
Accounts
5
Employees
4
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
165973
Registered since
November 19, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Lodge Hill Capital, LLC is a SEC-registered limited liability company formed in 2012 that operates as a hedge fund and manager of pooled investment vehicles. Its client base is institutional, and its compensation mixes an asset-based fee with performance-based fees. The firm is registered to perform CPO/CTA activities and lists portfolio management for pooled vehicles among its advisory services; it also serves in sponsor/GP/managing member roles for pooled investment structures. Lodge Hill does not identify as an active ESG investor and is not structured as a multi-state adviser or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • JON HANLON

    Chief Financial OfficerCRD 4502713

Contacts

2 of 2
  • CLINTON MURRAY

    Managing Partner and Portfolio ManagerCRD 2803873

  • HANS SCHROEDER

    TrusteeCRD 2777830

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 3

Active vs passive

$8.3M in ETFs

Passive

100%

$8.3M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) CONSUMER STAPLES SELECT SECTOR SPDR(R) ETF (XLP)State StreetPassiveConsumer Defensive$2.8M33,91033.33%

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
437 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth