Sachem Hill LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$954,088,051
Clients
136
Advisors
4
across 2 offices
About
Sachem Hill advises sophisticated, ultra-high-net-worth families and their foundations and serves as investment adviser to private pooled investment funds. The firm provides comprehensive portfolio management, financial planning and consulting, and sponsors private investment funds that require investors to review offering documents and execute subscription agreements.
The firm generally favors passive management for efficient, liquid markets—typically using ETFs and mutual funds for core exposure—while seeking active managers for less efficient asset classes such as private equity, venture capital, distressed debt, natural resources and real estate. Sachem Hill tailors investment policy, asset allocation and manager selection to individual clients, retains discretionary authority for portfolio accounts under engagement agreements, and treats fund investments as typically non-discretionary.
Sachem Hill distinguishes itself from many peers by acting as adviser and sponsor to private pooled vehicles and by assessing performance-based compensation (including carried interest and performance allocations), which it discloses and governs with written policies to address related conflicts. The firm reports managing over $1.16 billion in discretionary assets with a relatively small advisory team—resulting in a high AUM-per-advisor profile—notes the potential use of leverage in accounts, and provides regular performance reporting to clients while operating some funds as an exempt commodity pool operator.
Client services
Expertise
Fee options
Up to a maximum of 0.85% annually
Performance allocations on private investment funds based on a specified percentage of net profits exceeding a hurdle rate
Account minimum: $10,000,000
Main office
See office250 Fillmore St., Suite 650
Denver CO 80206
Advisors at this office
3
Offices (2)
Most active in
California · Colorado · Florida · Illinois · Louisiana · Nebraska · Texas
Also doing business as
Sachem Hill LLC · Schoolcraft Capital LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Advisors at this firm
Doug M
CFP®
Denver, CO
Sachem Hill LLC
Doug Morris is a CFP® professional with 21 years of experience in financial advising. He has worked at Schoolcraft Capital LLC since 2018 and previously spent 15 years at Milestone Group, Inc. He is currently with Sachem Hill LLC, a Denver-based firm. Sachem Hill primarily serves sophisticated, ultra-high-net-worth families and their foundations, offering tailored portfolio management, financial planning, and manager research across global asset classes. The firm uses a combination of passive investment vehicles in efficient markets and active management in less efficient areas, including private equity and real assets, and acts as both adviser and sponsor for private pooled investment funds.
Anthony C
CFP®
Denver, CO
Sachem Hill LLC
Anthony Coppola is a CFP® professional with 15 years of industry experience. He currently works at Sachem Hill LLC and has previously been with Schoolcraft Capital LLC, TC Financial LLC, and The Milestone Group, Inc. Sachem Hill advises primarily ultra-high-net-worth families and their foundations, offering tailored portfolio management, financial planning, and manager research across global asset classes. The firm uses passive instruments in efficient markets and active management in less efficient areas, managing both separately managed portfolios and private pooled investment funds.
Daniel B
Series 66
Denver, CO
Sachem Hill LLC
Daniel Barton is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Sachem Hill LLC, where he has worked since 2026. Prior to joining Sachem Hill, he held positions at Pathstone, Crestone Capital LLC, and Goldman Sachs. Sachem Hill LLC advises ultra-high-net-worth families, their foundations, and private pooled investment funds. The firm generally favors passive management using ETFs and mutual funds for core exposures while actively managing less efficient asset classes such as private equity and venture capital.
Theodore H
Series 65
Boulder, CO
Sachem Hill LLC
Theodore Harris is a financial advisor at Sachem Hill LLC in Boulder, Colorado, holding a Series 65 designation with 22 years of industry experience. He has been involved with Schoolcraft Capital LLC since 2016, serving as a member and manager responsible for day-to-day management and investment committee activities. Prior to this, he worked at Maricopa Capital Partners, LLC. Sachem Hill LLC advises ultra-high-net-worth families, their foundations, and private pooled investment funds, offering portfolio management, financial planning, and consulting. The firm combines passive management in efficient markets with active management in less efficient asset classes, tailoring investment strategies to individual client needs.
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