Lodge Hill Capital, LLC
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Overview
Lodge Hill Capital, LLC operates as a financial advisor firm that has its headquarters in New York, New York. It handles $345.7 million in assets over four client accounts, making it a mid-tier firm in the country by assets under management (AUM). Lodge Hill Capital, LLC has a small team, including 3 financial advisors. Lodge Hill Capital, LLC does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets like equities, bonds and options.
Lodge Hill Capital, LLC manages all of the firm's client assets in a discretionary manner. Discretionary management signifies that a portfolio manager has the discretion to make transaction choices for the client's account without needing the customer's consent. The company's typical account size is $86.4 million. The typical advisor at Lodge Hill Capital, LLC oversees around one client account, placing it among the most personalized financial advisor firms in the country.
Lodge Hill Capital, LLC's headquarters is at 437 Madison Avenue, New York, New York 10022. It is legally allowed to provide services to clients in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Lodge Hill Capital, LLC by the Numbers
$345.7 million
4
4
$86.4 million
Fee Structure
Fees for financial advice typically vary depending on the type of financial services offered. However, fees charged by Lodge Hill Capital, LLC likely are comprised of the following fee structures: asset-based or performance-based. Lodge Hill Capital, LLC does not provide a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Lodge Hill Capital, LLC works with pooled investment vehicles. Out of its four accounts, Lodge Hill Capital, LLC's largest client type by number of accounts is pooled investment vehicles. About 75% of the firm's clients are represented by people from outside of the U.S.
- 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
Lodge Hill Capital, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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