A complete list of active advisors currently associated with Sachem Hill LLC

Warmer can help you find a great advisor at Sachem Hill LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Sachem Hill LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.