Kettle Hill Capital Management, LLC
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Overview
Kettle Hill Capital Management, LLC operates as a financial advisor company located in New York, New York. The firm has $790.2 million in assets under management throughout seven accounts, placing it among the bigger firms in the nation by assets under management (AUM). It has a small group, including 9 financial advisors. Kettle Hill Capital Management, LLC is not a registered broker-dealer, meaning the firm is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable financial investments such as stocks, bonds and options.
Kettle Hill Capital Management, LLC administers all of its client assets on a discretionary basis. Discretionary management signifies that an investment advisor has the discretion to make buy and sell judgments without needing to seek client permission. The firm administers roughly $112.9 million in assets for each client account. An average financial advisor at Kettle Hill Capital Management, LLC oversees fewer than one client account, placing it among the most personalized financial advisor firms in the country.
The company's main office is at 747 Third Avenue, New York, New York 10017.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Kettle Hill Capital Management, LLC by the Numbers
$790.2 million
10
7
$112.9 million
Fee Structure
Fees charged by financial advisors typically are based on which services the firm provides the client. Fee types charged by the company likely include the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to investment companies and pooled investment vehicles. Out of its seven accounts, Kettle Hill Capital Management, LLC's largest client group by number of accounts is pooled investment vehicles. Around 14% of the company's accounts are represented by 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
Kettle Hill Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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