Sachem Hill LLC logo

Sachem Hill LLC

Updated today

Client assets under management

$954,088,051

Clients

136

73% high-net worth

Advisors

3

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

45

Low

Average account size

$7,015,353

About

Sachem Hill advises sophisticated, ultra-high-net-worth families and their foundations and serves as investment adviser to private pooled investment funds. The firm provides comprehensive portfolio management, financial planning and consulting, and sponsors private investment funds that require investors to review offering documents and execute subscription agreements.

The firm generally favors passive management for efficient, liquid markets—typically using ETFs and mutual funds for core exposure—while seeking active managers for less efficient asset classes such as private equity, venture capital, distressed debt, natural resources and real estate. Sachem Hill tailors investment policy, asset allocation and manager selection to individual clients, retains discretionary authority for portfolio accounts under engagement agreements, and treats fund investments as typically non-discretionary.

Sachem Hill distinguishes itself from many peers by acting as adviser and sponsor to private pooled vehicles and by assessing performance-based compensation (including carried interest and performance allocations), which it discloses and governs with written policies to address related conflicts. The firm reports managing over $1.16 billion in discretionary assets with a relatively small advisory team—resulting in a high AUM-per-advisor profile—notes the potential use of leverage in accounts, and provides regular performance reporting to clients while operating some funds as an exempt commodity pool operator.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Passive / index investing Active portfolio management Private / alternative investments Real estate investing

Fee options

Percentage

Up to a maximum of 0.85% annually

Performance-based

Performance allocations on private investment funds based on a specified percentage of net profits exceeding a hurdle rate

Other

Account minimum: $10,000,000

Main office location

Sachem Hill LLC

250 Fillmore St., Suite 650

Denver CO 80206, United States

Number of offices

1

Most active in

California · Colorado · Florida · Illinois · Louisiana · Nebraska · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Doug M

CFP®

Denver, CO

Sachem Hill LLC

Doug Morris is a CFP® professional with 21 years of experience in financial advising. He has worked at Schoolcraft Capital LLC since 2018 and previously spent 15 years at Milestone Group, Inc. He is currently with Sachem Hill LLC, a Denver-based firm. Sachem Hill primarily serves sophisticated, ultra-high-net-worth families and their foundations, offering tailored portfolio management, financial planning, and manager research across global asset classes. The firm uses a combination of passive investment vehicles in efficient markets and active management in less efficient areas, including private equity and real assets, and acts as both adviser and sponsor for private pooled investment funds.

Passive / index investing Active portfolio management Private / alternative investments Real estate investing
user avatar

Anthony C

CFP®

Denver, CO

Sachem Hill LLC

Anthony Coppola is a CFP® professional with 15 years of industry experience. He currently works at Sachem Hill LLC and has previously been with Schoolcraft Capital LLC, TC Financial LLC, and The Milestone Group, Inc. Sachem Hill advises primarily ultra-high-net-worth families and their foundations, offering tailored portfolio management, financial planning, and manager research across global asset classes. The firm uses passive instruments in efficient markets and active management in less efficient areas, managing both separately managed portfolios and private pooled investment funds.

Passive / index investing Active portfolio management Private / alternative investments Real estate investing
user avatar

Theodore H

Series 65

Boulder, CO

Sachem Hill LLC

Theodore Harris is a financial advisor at Sachem Hill LLC in Boulder, CO, holding a Series 65 credential with 22 years of industry experience. He has worked at Maricopa Capital Partners, LLC and The Milestone Group, Inc., and he is a member and manager of Schoolcraft Capital LLC, where he participates in investment committee decisions and advises clients directly. Sachem Hill primarily serves sophisticated, ultra-high-net-worth families and their foundations, providing tailored portfolio management, financial planning, and manager research across global asset classes. The firm combines passive investment strategies in efficient markets with active management in less efficient areas and sponsors private pooled investment funds.

Passive / index investing Active portfolio management Private / alternative investments Real estate investing
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")