Sachem Hill LLC
Firm details
- Headquarters
- Denver, Colorado
- CRD number
- 174210
- Registered since
- August 1, 2017
- Website
- sachemhill.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI79.51%
- Pooled Investment Vehicles19.43%
- Individuals1.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Sachem Hill LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2017. The firm describes itself as a capital allocator serving both individual & family and institutional clients. Its advisory services span financial planning, portfolio management for individuals and small businesses, oversight of pooled investment vehicles, and the selection of third‑party advisers. Fee arrangements include percentage of AUM, fixed fees, and other structures. Sachem Hill does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities45%
- Public Funds/Mutual Funds42%
- Private Funds12%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Oana Bolton
Chief Operating OfficerCRD 4475524
Contacts
3 of 4
Anthony Coppola
Senior AdvisorCRD 5733228
Daniel Barton
Client AdvisorCRD 5857432
Doug Morris
Senior Client AdvisorCRD 4627880
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 60Active vs passive
$564M in ETFs
64%
$358M
32%
$206M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI USA QUALITY FACTOR ETF (QUAL) | BlackRock | Passive | Large Blend | $75.1M | 338,112 | 13.33% |
Location
Denver, CO
Denver
Location
Denver, CO
Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Denver
- Address
- 250 Fillmore St
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
Crusonia Wealth Advisors LLC
RIADenver, CO
Sagard Real Estate Advisors
RIADenver, CO
BOW River Advisers, LLC
RIADenver, CO
Ibex Investors LLC
RIADenver, CO
Sharkey Howes & Javer Inc
RIADenver, CO
Ophir Asset Management US LLC
RIADenver, CO