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Watch Hill Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$6,139,919
Total clients
8
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$767,490
About
Watch Hill Advisors provides discretionary investment management to individual investors and trusts, including some high-net-worth clients. Services focus on tailored strategic asset-allocation models implemented with ETFs, mutual funds, and occasional individual securities, and clients may impose restrictions on particular investments.
The firm’s process begins with a risk-assessment questionnaire to establish client goals and risk profiles, and it favors index-based ETFs to control costs and promote tax efficiency. Asset allocation is driven by a top-down economic and sector analysis, with portfolios optimized to match a client’s risk/return objectives and rebalanced as needed; turnover is expected to be low to moderate.
Compared with many peers, Watch Hill Advisors operates at a modest scale with a limited number of client accounts and does not accept custody or participate in wrap-fee programs, which can lead to more direct oversight by the firm’s owner but fewer operational resources. The advisory approach reflects the owner’s lengthy institutional background in equity research and portfolio management and is supported by written policies on personal trading, trade aggregation, and allocation.
Client services
Portfolio management
Expertise
Passive / index investing
Fee options
$0 - $3 Million: 1.00% annually $3 Million - $6 Million: 0.90% annually $6 Million+: 0.80% annually
Main office location
Watch Hill Advisors, LLC
630 Fifth Ave. Ste 2508, C/O Sedhom Law
New York NY 10011, United States
Number of offices
1
Most active in
Watch Hill Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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