Emerald Hills Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$6,340,000
Clients
2
Advisors
1
of 1 employees
About
Emerald Hills Capital is a state-registered independent investment adviser that provides discretionary portfolio management, financial planning and consulting to individual and high‑net‑worth clients and also offers investment through Etalon Investments, LP, a private pooled investment vehicle it manages. The firm reports roughly $16 million in assets under management as of December 31, 2024, operates as a single‑advisor practice, and generally requires substantial initial investments (the brochure cites a $500,000 guideline for individual managed accounts and a $250,000 minimum for the fund).
The firm’s investment approach relies on fundamental analysis with a long‑term orientation, emphasizing small‑ to mid‑cap companies with limited analyst coverage and constructing primarily equity portfolios that may use options, derivatives, margin and occasional short positions for implementation or hedging. Emerald Hills offers traditional percentage‑of‑AUM management for typical accounts while also making performance‑based fee arrangements available to qualified clients and to fund investors, with performance fees calculated quarterly and subject to a hurdle and a multi‑year high‑water‑mark.
What is distinctive about the firm relative to many solo independent advisers is its role as general partner and manager of a private hedge fund and its direct management of pooled investment vehicle clients—services that are uncommon among peers of this size. The firm’s structure gives it custody authority over the fund’s assets (mitigated by an annual independent audit) and it is led by a principal with advanced quantitative credentials, which the brochure highlights as part of its investment oversight.
Client services
Expertise
Fee options
1.0% annually, paid quarterly based on assets under management at quarter end
Financial planning and consulting services at $200 per hour, negotiable
Performance fees charged quarterly for Qualified Clients and Fund investors based on gains exceeding a 3% hurdle rate with a high-water mark; fee allocation varies by gain percentage (see Item 6 for methodology).
Account minimum: $500,000 for individual managed accounts; $250,000 minimum for investment in Etalon Investments, LP (Fund) Fee-only: Financial planning and consulting services offered at $200 per hour, negotiable
Main office
Redwood City CA
Advisors at this office
1
Most active in
California
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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