Great Hill Capital, LLC

Great Hill Capital provides discretionary portfolio management and separately managed account services primarily to high‑net‑worth individuals, as well as pension and profit‑sharing plans and business entities. The firm documents client goals and risk tolerances in an Investment Policy Statement and generally requires a $1,000,000 account minimum (with occasional acceptance down to $500,000).

The firm uses a mix of fundamental, quantitative, charting, cyclical and technical analysis and implements both long‑ and short‑term trading, including short sales, options strategies, margin transactions and leveraged ETFs. Portfolios are managed with discretion and reviewed quarterly; the brochure notes explicit use of derivatives and borrowing in client accounts and discusses the increased risk that leverage can introduce.

Distinctive features include operating with a single advisory professional while managing approximately $1.006 billion in discretionary assets, a configuration that yields unusually high AUM per advisor for its peer group. Great Hill also departs from the common percentage‑of‑AUM model by employing tiered performance‑based fees (15–25% with a high‑water mark, billed quarterly and calculated by Interactive Brokers), requires clients to custody assets at Interactive Brokers, and does not aggregate trades for multiple clients, all of which have implications for fee incentives, execution and operational practices.