Emerald Hill Capital Partners Holdings, LLC (Lakewood)


Emerald Hill Capital Partners Holdings, LLC is a large advisory firm based in Lakewood. It manages $1.52 billion of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of Colorado.

Emerald Hill Capital Partners Holdings provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Emerald Hill Capital Partners Holdings: assets under management

The assets under management (AUM) of Emerald Hill Capital Partners Holdings, LLC is $1.52 billion, all of which is managed in discretionary accounts. $1.52 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $1.52 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $304.94 million each.
Emerald Hill Capital Partners Holdings has custody of $1.44 billion in cash and securities for 5 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Emerald Hill Capital Partners Holdings, LLC for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Emerald Hill Capital Partners Holdings serves?

The only and largest group of clients of Emerald Hill Capital Partners Holdings is pooled investment vehicles with 5 clients and $1.52 billion of assets under management. Among the 12 most similar advisory firms, Emerald Hill Capital Partners Holdings has the 4th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.52 billion for 5 clients. 100% of the firm’s clients are foreign persons or businesses.

Emerald Hill Capital Partners Holdings also advises several private funds. Namely, five private equity funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $1,000,000.

Careers at Emerald Hill Capital Partners Holdings, LLC

The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Based in Lakewood

The principal office where Emerald Hill Capital Partners Holdings, LLC performs its advisory services is located at 355 South Teller Street, Lakewood, CO 80226, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (303) 825-3550. The normal business hours are 9am - 5pm mt on Monday - Friday. You can find more information about the New York firm at ehcp.com.