A complete list of active advisors currently associated with Waterhill Capital, LLC

Warmer can help you find a great advisor at Waterhill Capital, LLC or one who fits your needs even better.

WaterHill Capital is a single-advisor registered investment adviser that provides discretionary portfolio management to individual investors, including IRAs and trusts, and also serves limited partners in a private investment partnership. Its client base therefore includes both separate managed accounts and pooled investment vehicle interests. The firm pursues long-term capital appreciation with an emphasis on capital preservation, using a "go anywhere, buy anything" methodology that focuses on identifying undervalued publicly traded securities across stocks, bonds, closed‑end funds and ETFs, and it does not employ leverage, futures, or private securities in portfolio management. Separate accounts and the pooled fund are managed under substantially the same strategy, and the firm offers performance-fee arrangements for eligible clients that include a high‑water‑mark and hurdle provision. What is distinctive for a solo independent adviser of this size is that the firm acts as general partner and portfolio manager of a private limited partnership and routinely manages pooled vehicles—services that are uncommon among peers—while also employing performance‑based fee arrangements. The firm is operated solely by its managing member (a successor to a prior sole-proprietorship practice), discloses potential order‑bundling between proprietary and client trades, and maintains discretion over fund redemption terms, concentrating investment and operational responsibility in one principal.

To learn more about the advisors currently working at Waterhill Capital, 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.