Hemisphere Partners LLC

Hemisphere Partners primarily advises high net worth individuals and their estate-planning vehicles and personal holding companies, offering ongoing investment advice, discretionary and non-discretionary portfolio management, and consulting services. The firm documents client objectives through an Investment Objective Profile and Investment Policy Statement and implements those guidelines across a range of vehicles including mutual funds, ETFs, private funds, UCITS (foreign public investment funds) and allocations to third‑party managers.

Hemisphere’s approach emphasizes individually tailored, diversified portfolios and asset-allocation strategies, with monitoring that relies on manager due diligence, platform research and meetings with managers. The firm frequently uses established SMA platforms and custodian-provided due diligence (e.g., Schwab Institutional, Morgan Stanley, J.P. Morgan) and generally delegates day‑to‑day security selection within SMAs to independent third‑party managers.

Noteworthy features in the brochure include the firm’s small‑team model, where investment advice and monitoring are concentrated in the two principals, and a stated openness to international investment vehicles (such as UCITS) and platform investments that may be available to non‑U.S. clients. The brochure also discloses that Hemisphere imposes no categorical limits on instrument types or strategies—meaning client portfolios can include manager strategies or SMA allocations that permit borrowing or leverage—and it highlights related liquidity and operational risks while noting the firm does not participate in wrap fee programs or vote client proxies.