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 structured as a hedge fund adviser that principally manages pooled investment vehicles and performs CPO/CTA activities. The firm is SEC-registered (since 2012), serves an institutional client base, and charges a mix of asset-based and performance fees. Lodge Hill is organized as a limited liability company and functions in sponsor/GP and managing-member roles for the pooled vehicles it advises. The firm does not characterize itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

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

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 6

Active vs passive

$5.1M in ETFs

Passive

100%

$5.1M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
STATE STREET(R) COMMUNICATION SERVICES SELECT SECTOR SPDR(R) ETF (XLC)	State Street	Passive	Communications	$986K	9,200	19.16%

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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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