Lucashill, LLC
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
FINTRXOverview
Lucashill, LLC is an institutional registered investment adviser organized as an LLC and SEC-registered in 2022. The firm serves institutional clients and focuses on managing pooled investment vehicles; it also sponsors and serves as GP or managing member of such vehicles. Its compensation model combines a percentage-of-assets fee with performance-based fees, which aligns incentives toward absolute and relative performance for pooled structures. Lucashill identifies as an active ESG investor, indicating that environmental, social, and governance considerations are part of its investment approach.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Kyle Roy
Chief Operating OfficerCRD 7275803
Ryan Roderick
Founder & CIOCRD 2843422
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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