Hedge Fund Database

HILL INVESTMENT GROUP

HILL INVESTMENT GROUP PARTNERS, LLC Legal Name

Adviser information for HILL INVESTMENT GROUP last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 16
Investment Advisory/Research 12
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 12
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,475 $971.1M
Non-Discretionary 0 $0
Total 1,475 $971.1M

Clients

Type Number RAUM
Individuals 215 $72.8M
HNW Individuals 221 $882.8M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations <5 $15.5M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 251-500

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesCREDIT AND CASH MANAGEMENT SOLUTIONS, INSURANCE SOLUTIONS
Compensation % of AUMFixed fees
Other Business Activities CREDIT AND CASH MGMT SOLUTIONS, INSURANCE SOLUTION

Identifiers

SEC RIA File Number 801-120176
SEC ERA File Number 801-120176
SEC CIK Numbers 1979028
SEC CRD Numbers 312052
Legal Entity Identifier None

Principal Office

7701 FORSYTH BOULEVARD
SUITE 350
ST. LOUIS
MO
United States
Monday - Friday, 8:30 AM - 5 PM
Tel: 314-448-4023, Fax: 314-448-4027

Websites

ignorewallst.com www.facebook.com/hillinvestmentgroup/ evidencebasedadvisors.com richanddumb.com www.hilltopfamilyoffice.com higemail.com www.takethelongview.com thestaywealthystrategy.com www.ignorewallstreet.com hillinvesting.com higlogin.com hill-investing.com richndumb.com www.focusfinancialpartners.com thelongviewpartners.com www.linkedin.com/company/2064318/ staywealthyportfolio.com www.emeraldspectrum.com/ www.emeraldspectrum.net/ www.emeraldspectrum.org/ twitter.com/emeraldspectrum www.facebook.com/emeraldspectrum/ www.linkedin.com/company/emerald-spectrum-advisory twitter.com/matthallhig matthallbook.com twitter.com/takethelongview oddsonbook.com hillhall.com stay-wealthyportfolio.com thestaywealthyportfolio.com www.matthallbook.com twitter.com/focusfinancial www.linkedin.com/company/2064318/ www.instagram.com/hill_investment_group www.facebook.com/take-the-long-view-podcast-375536413051867/?view_public_for=375536413051867 hilltlv.com matthallasauthor.com islandofidealism.com longviewportfolio.com shortcutlongview.com staywealthystrategy.com www.hillfolio.com thestay-wealthyportfolio.com portfoliobyhill.com takethelongview.site www.instagram.com/takethelongviewpodcast/ longviewpartners.com www.hillinvestmentgroup.com www.linkedin.com/company/focus-financial-partners

Chief Compliance Officer

NELL S. SCHIFFER
ADVISOR
7701 FORSYTH BOULEVARD
SUITE 350
ST. LOUIS
MO
United States
Tel: 314-448-4023
Fax: 314-448-4027
(Full email address available in API data)

Industry Affiliates

FOCUS RISK SOLUTIONS Insurance company or agency

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
FOCUS OPERATING, LLC Domestic Entity – MEMBER (MANAGER) 12/2020 > 75%
HALL, MATTHEW, AARON Individual – PRESIDENT AND CEO 12/2020 < 5%
SCHIFFER, NELL, SWANSON Individual – CCO AND ADVISOR 12/2020 < 5%
FOCUS FINANCIAL PARTNERS, LLC Domestic Entity FOCUS OPERATING, LLC MEMBER 01/2007 > 75%
FOCUS FINANCIAL PARTNERS INC. Domestic Entity FOCUS FINANCIAL PARTNERS, LLC MEMBER 07/2018 > 75%
FERDINAND FFP ACQUISITION, LLC Domestic Entity FOCUS FINANCIAL PARTNERS INC. SHAREHOLDER, CLASS A COMMON STOCK 08/2023 > 75%
FERDINAND FFP ULTIMATE HOLDINGS, LP Domestic Entity FOCUS FINANCIAL PARTNERS INC. SHAREHOLDER, CLASS B COMMON STOCK 08/2023 > 75%
FERDINAND FFP INTERMEDIATE HOLDINGS, LLC Domestic Entity FERDINAND FFP ACQUISITION, LLC MEMBER 08/2023 > 75%
CD&R FERDINAND CO-INVESTOR, L.P. Foreign Entity CD&R FERDINAND HOLDINGS, L.P. PARTNER 08/2023 25-50%
FERDINAND FFP PARENT, INC. Domestic Entity FERDINAND FFP INTERMEDIATE HOLDINGS, LLC MEMBER 08/2023 > 75%
FERDINAND FFP ULTIMATE HOLDINGS, LP Domestic Entity FERDINAND FFP PARENT, INC. SHAREHOLDER 08/2023 > 75%
CD&R FERDINAND HOLDINGS, L.P. Domestic Entity FERDINAND FFP ULTIMATE HOLDINGS, LP PARTNER 08/2023 50-75%
CLAYTON, DUBILIER & RICE FUND XII, L.P. Foreign Entity CD&R FERDINAND HOLDINGS, L.P. PARTNER 08/2023 50-75%
ZENZ, MATTHEW, NIELSEN Individual – CIO 08/2021 < 5%

No. Employees, Historic

2010020202021202220232024202512 on 12/17/202012 on 12/24/202012 on 2/19/20219 on 3/30/20219 on 7/27/202111 on 9/21/202111 on 12/20/202111 on 1/18/202211 on 3/29/202211 on 3/29/202211 on 4/5/202216 on 10/31/202216 on 3/31/202316 on 3/31/202316 on 8/12/202316 on 9/27/202316 on 9/29/202316 on 3/29/2024

RAUM, Historic

1B500M02020202120222023202420250 on 12/17/20200 on 12/24/20200 on 2/19/2021619883397 on 3/30/2021619883397 on 7/27/2021619883397 on 9/21/2021619883397 on 12/20/2021619883397 on 1/18/2022676147790 on 3/29/2022676147790 on 3/29/2022676147790 on 4/5/2022797972547 on 10/31/2022838909352 on 3/31/2023838909352 on 3/31/2023838909352 on 8/12/2023838909352 on 9/27/2023838909352 on 9/29/2023971114078 on 3/29/2024

No. Clients, Historic

50025002020202120222023202420250 on 12/17/20200 on 12/24/20200 on 2/19/2021243 on 3/30/2021243 on 7/27/2021243 on 9/21/2021243 on 12/20/2021243 on 1/18/2022245 on 3/29/2022245 on 3/29/2022245 on 4/5/2022426 on 10/31/2022445 on 3/31/2023445 on 3/31/2023445 on 8/12/2023445 on 9/27/2023445 on 9/29/2023437 on 3/29/2024

Holdings

From latest 13F, filed August 2nd, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ALPHABET INC CAP STK CL A 716K 4K 0
ALPHABET INC CAP STK CL C 437K 2K 0
AMAZON COM INC COM 580K 3K 0
AMERICAN CENTY ETF TR CORE MUNI FXD IN 390K 8K 0
AMERICAN CENTY ETF TR US SML CP VALU 64M 653K 0
AMERICAN CENTY ETF TR US EQT ETF 2M 20K 0
AMERICAN CENTY ETF TR INTL EQT ETF 9M 148K 0
AMERICAN CENTY ETF TR INTL SMCP VLU 37M 555K 0
AMERICAN CENTY ETF TR AVANTIS EMGMKT 10M 160K 0
AMERICAN CENTY ETF TR AVANTIS CORE FI 54M 1M 0
AMERICAN CENTY ETF TR AVANTIS RESPON U 579K 9K 0
AMERICAN CENTY ETF TR REAL ESTATE ETF 32M 732K 0
APPLE INC COM 2M 10K 0
BANK AMERICA CORP COM 229K 5K 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 1M 3K 0
BLACK STONE MINERALS L P COM UNIT 3M 177K 0
COSTCO WHSL CORP NEW COM 414K 486 0
DIMENSIONAL ETF TRUST GLOBAL EX US COR 42M 802K 0
DIMENSIONAL ETF TRUST INFLATION PROTE 33M 811K 0
DIMENSIONAL ETF TRUST CORE FIXED INCOM 4M 98K 0
DIMENSIONAL ETF TRUST US SMALL CAP VAL 8M 255K 0
DIMENSIONAL ETF TRUST INTL SMALL CAP V 10M 355K 0
DIMENSIONAL ETF TRUST INTL CORE EQUITY 55M 2M 0
DIMENSIONAL ETF TRUST EMERGING MKTS CO 42M 2M 0
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 17M 409K 0
DIMENSIONAL ETF TRUST EMERGING MARKETS 241K 7K 0
DIMENSIONAL ETF TRUST GLOBAL REAL EST 2M 62K 0
DIMENSIONAL ETF TRUST US CORE EQT MKT 235K 6K 0
DIMENSIONAL ETF TRUST INTL CORE EQT MK 210K 7K 0
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 293K 11K 0
DIMENSIONAL ETF TRUST US EQUITY ETF 10M 158K 0
DIMENSIONAL ETF TRUST US CORE EQUITY 2 167M 5M 0
DIMENSIONAL ETF TRUST US SMALL CAP ETF 6M 89K 0
DIMENSIONAL ETF TRUST US TARGETED VLU 36M 636K 0
DIMENSIONAL ETF TRUST INTERNATNAL VAL 26M 709K 0
DIMENSIONAL ETF TRUST WORLD EX US CORE 609K 24K 0
EA SERIES TRUST EA BRIDGEWAY OMN 32M 1M 0
EA SERIES TRUST ALPHA ARCH 1-3 13M 116K 0
ELI LILLY & CO COM 702K 799 0
EXXON MOBIL CORP COM 1M 13K 0
GODADDY INC CL A 351K 2K 0
HOME DEPOT INC COM 261K 727 0
ISHARES TR CORE S&P500 ETF 470K 845 0
ISHARES TR RUS 1000 ETF 264K 869 0
ISHARES TR EAFE VALUE ETF 1M 20K 0
LPL FINL HLDGS INC COM 207K 940 0
MASTERCARD INCORPORATED CL A 208K 470 0
MERCK & CO INC COM 900K 7K 0
META PLATFORMS INC CL A 346K 708 0
MICROSOFT CORP COM 2M 4K 0
NATIONAL CINEMEDIA INC COM NEW 198K 34K 0
NVIDIA CORPORATION COM 2M 18K 0
ORACLE CORP COM 230K 2K 0
PNC FINL SVCS GROUP INC COM 333K 2K 0
PROCTER AND GAMBLE CO COM 220K 1K 0
S&P GLOBAL INC COM 251K 507 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 479K 18K 0
SPDR S&P 500 ETF TR TR UNIT 401K 725 0
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 558K 1K 0
TRANSDIGM GROUP INC COM 278K 216 0
TRUIST FINL CORP COM 338K 8K 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 1M 18K 0
VANGUARD INDEX FDS VALUE ETF 855K 5K 0
VANGUARD INDEX FDS SM CP VAL ETF 321K 2K 0
VANGUARD INDEX FDS SMALL CP ETF 299K 1K 0
VANGUARD INDEX FDS TOTAL STK MKT 3M 13K 0
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 620K 5K 0
VANGUARD MUN BD FDS TAX EXEMPT BD 845K 17K 0
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 457K 8K 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 364K 7K 0
WILLIAMS COS INC COM 225K 5K 0