WATCH HILL ADVISORS, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 159994
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Watch Hill Advisors, LLC is a small, SEC-registered limited liability advisory firm that focuses on portfolio management for individual and family clients, as well as small businesses. The firm operates on a percentage-of-AUM fee model and is owned by an individual. It does not position itself as an ESG specialist, multi-state adviser, pension consultant, or capital allocator; its core advisory activity is managing discretionary portfolios for private clients.
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
- Public Funds/Mutual Funds57%
- Exchange Traded Equities23%
- Cash & Cash Equivalents20%
Contacts
1 of 1STEPHANIE DEARMONT
PresidentCRD 1990249
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 630 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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