Emerald Hill Capital Partners Holdings LLC

CRD#298843
Investment Advisor Firm

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Learn more about Emerald Hill Capital Partners Holdings LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Emerald Hill Capital Partners Holdings LLC operates as a financial advisor company that has its headquarters in Denver, Colorado. It oversees $1.2 billion in assets across four accounts, making it one of the bigger firms in the United States by assets under management (AUM). The firm has a small group, including 2 financial advisors. Emerald Hill Capital Partners Holdings LLC does not act as a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are exchangable fiscal investments like options, stocks and bonds.

    Emerald Hill Capital Partners Holdings LLC oversees all of the firm's accounts in a discretionary manner. Discretionary management signifies that an investment advisor has the discretion to make transaction judgments for the client's account without requiring client permission. The investment advisory firm's typical account size is $308.4 million. An average advisor at Emerald Hill Capital Partners Holdings LLC oversees about two client accounts, making it one of the most personalized advisor firms in the country.

    The firm's central office is at 355 South Teller Street, Denver, Colorado 80226. The company is legally permitted to serve investors in the state of Colorado.

    Assets Under Management

    $1.2 billion

    Number of Advisors

    2

    Disclosures

    No

    Office Location

    355 South Teller Street
    Denver, CO 80226

    Emerald Hill Capital Partners Holdings LLC by the Numbers

    Total Assets Under Management

    $1.2 billion

    National Average: $8.6 billion
    Total Number of Employees

    3

    National Average: 64
    Total Number of Accounts

    4

    National Average: 375,227
    Average Account Size

    $308.4 million

    National Average: $23.0 thousand
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    Fee Structure

    Financial management fees typically depend on which services are provided. However, fee types charged by Emerald Hill Capital Partners Holdings LLC most likely consist of any combination of the following fee structures: performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Emerald Hill Capital Partners Holdings LLC.

    Available

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Offered by 10% of firms

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Unavailable

    • Find one of the 69% of firms that offer this fee type

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

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    Types of Clients

    Emerald Hill Capital Partners Holdings LLC caters to pooled investment vehicles. Out of its four accounts, Emerald Hill Capital Partners Holdings LLC's biggest client group by number of accounts is pooled investment vehicles. About 100% of the company's customers are non-U.S. persons.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 100%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Emerald Hill Capital Partners Holdings LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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