Denver, CO Office
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Sachem Hill LLC
Team
Firm-wide stats for Sachem Hill LLC
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.
Based on Sachem Hill LLC
Expertise
Based on Sachem Hill LLC
Location
250 Fillmore St., Suite 650
Denver CO 80206
Advisors at this office
3
Advisors at this office
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.
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