Evla Hills Equity Services LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$25,573,222
Clients
32
Advisors
1
of 1 employees
About
Evla Hills Equity Services LLC provides discretionary investment management and financial planning to individuals, small businesses, non-profit organizations, retirement accounts, and pooled investment vehicles, including an investment limited partnership it operates. The firm reports roughly $51.6 million in discretionary assets and also advises an unaffiliated pooled vehicle.
The firm describes an opportunistic, fundamentally driven approach that emphasizes assessment of upside potential and downside risk rather than conventional asset-allocation frameworks, and it typically holds concentrated equity portfolios of about 10–20 positions while seeking relatively uncorrelated opportunities. For pooled vehicles, investment decisions are tailored to the offering guidelines and the firm’s process can include short selling and adjustments between equity and fixed income to match client risk profiles.
Evla Hills is distinctive for serving as a private fund adviser and general partner to its fund while also advising an unaffiliated pooled vehicle — arrangements that involve performance-based compensation and investor qualification requirements uncommon for solo independent advisors. The firm’s client mix also includes corporate/business clients, pension or profit-sharing plans, and other institutional-type accounts, which is atypical for a similarly sized, single-advisor independent firm.
Client services
Expertise
Fee options
20% incentive allocation on Fund profits exceeding prior losses; 10% performance fee on unaffiliated pooled investment vehicle profits exceeding prior losses.
Account minimum: $250,000
Main office
Saratoga 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
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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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