Lucashill, LLC

RIASEC RegisteredEst. 2022
Total AUM
$575M
Discretionary
$575M
100% of AUM
Avg account
$115M
Accounts
5
Employees
3
Advisory reps
2

Firm details

Headquarters
Dallas, Texas
CRD number
321069
Registered since
June 6, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Lucashill, LLC is a privately held limited liability company that registers as an SEC adviser (since 2022) and concentrates on institutional clients. The firm provides portfolio management for pooled investment vehicles and also serves as sponsor, general partner and managing member of such vehicles. Its fee arrangement combines a percentage-of-AUM charge with performance-based fees. Lucashill reports being an active ESG investor. The firm is not classified as a capital allocator, is not a multi-state adviser, and identifies an individual ownership structure.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Kyle Roy

    Kyle Roy

    Chief Operating OfficerCRD 7275803

  • Ryan Roderick

    Ryan Roderick

    Founder & CIOCRD 2843422

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
5960 Berkshire Ln
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth