Waterhill Capital, LLC

RIASEC Registered
Total AUM
$55M
Discretionary
$55M
100% of AUM
Avg account
$1.3M
Accounts
44
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
117090
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI86.36%
  • Pooled Investment Vehicles9.09%
  • Individuals4.55%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Waterhill Capital, LLC is organized as a limited liability company and operates as a hedge fund-style adviser. The firm serves both individual/family clients and institutional investors and provides portfolio management for individuals and small businesses as well as for pooled investment vehicles. It also functions as sponsor, general partner and managing member for pooled vehicles it oversees. Compensation combines a percentage-of-assets approach with performance-based fees. The firm does not identify as an active ESG investor and is not designated as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Cash & Cash Equivalents 20%80%
  • Exchange Traded Equities80%
  • Cash & Cash Equivalents20%

Contacts

1 of 1
  • Huihwan Yu

    Managing MemberCRD 2148399

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth