Nottinghill Investment Advisers, Ltd

Nottinghill Investment Advisers, Ltd. provides fully discretionary portfolio management primarily to individual and trust clients as well as tax-exempt accounts, managing approximately $57.2 million across roughly 70 portfolios. In addition to discretionary equity and balanced management, the firm offers a subscription/research service used by a second investment adviser and a standalone investment planning tool called Path Ahead.

The firm follows a rules-based, quantitatively driven process—stating that about 95% of decision-making is numeric—with four core strategies (Yield Plus, Yield Pure, Total Portfolio Management, and Indexed TPM) that emphasize large-cap value equities and use multiple independent buy/sell disciplines. Portfolios can be relatively concentrated (Yield Plus typically holds 10–15 stocks and some ETFs), allow client-imposed restrictions, and are reviewed formally on a quarterly basis.

Nottinghill’s business model includes some uncommon features for a firm of its size: it charges subscription fees for research provided to another adviser and, since April 1, 2023, manages that adviser’s accounts under a special quarterly-in-arrears billing arrangement described in the brochure. The firm’s disclosures also note the availability of modeled or hypothetical performance materials and that certain separately managed accounts may employ borrowing and derivatives—practices that are less common among peer supported firms.