Kettle Hill Capital Management, LLC is a large advisory firm based in New York. It manages $802.6 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2005.
Kettle Hill Capital Management provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for pension plan. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Kettle Hill Capital Management, LLC is $802.6 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1277% since the beginning of its operation, and $404.85 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Kettle Hill Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Kettle Hill Capital Management is pooled investment vehicles with 6 clients and $615.69 million of assets under management. Among the 9 most similar advisory firms, Kettle Hill Capital Management has the 5th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $777.64 million for 9 clients. 30% of the firm’s clients are foreign persons or businesses.
Kettle Hill Capital Management also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons is $250,000 for each fund.
The company employs 13 people that are either part- or full-time employees. 92 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.
The principal office where Kettle Hill Capital Management, LLC performs its advisory services is located at 675 Third Avenue, New York, NY 10017 5617, which is also the mailing address of the firm. An additional office of the firm is in Garden City, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-488-1728 or by fax 212-488-1730. The normal business hours are 8am to 5pm on Monday - Friday. You can find more information about the New York firm at kettlehill.com.