Hedge Fund Database

QUARRY HILL ADVISORS

QUARRY HILL ADVISORS, LLC Legal Name

Adviser information for QUARRY HILL ADVISORS last updated from Form ADV on March 20th, 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 Minnesota, United States

Employees

Total Number of Employees 5
Investment Advisory/Research 4
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 2
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 714 $233.5M
Non-Discretionary 81 $22.1M
Total 795 $255.7M

Clients

Type Number RAUM
Individuals 109 $73.5M
HNW Individuals 64 $181.8M
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 $309,242
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 <5 $116,577
Other 0 $0
Type Number
No. of Non-RAUM Clients 2
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting services
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-122010
SEC ERA File Number 801-122010
SEC CIK Numbers 1965346
SEC CRD Numbers 288334
Legal Entity Identifier None

Principal Office

550 VANDALIA STREET
SUITE 311
SAINT PAUL
MN
United States
Monday - Friday, BY APPOINTMENT ONLY
Tel: 6124400318, Fax: None

Websites

www.linkedin.com/company/quarryhilladvisors www.quarryhilladvisors.com www.facebook.com/quarryhilladvisors/ www.linkedin.com/in/kylemoorecfp/ www.linkedin.com/in/bjornamundson/ twitter.com/couldbebjorn twitter.com/kylesmoore youtube.com/@quarryhilladvisors

Chief Compliance Officer

KYLE MOORE
FOUNDER
550 VANDALIA STREET
SUITE 311
SAINT PAUL
MN
United States
Tel: 612-440-0318
(Full email address available in API data)

Regulatory Contact

BJORN AMUNDSEN
FINANCIAL ADVISOR
550 VANDALIA STREET
SUITE 311
SAINT PAUL
MN
United States
Tel: 612-440-0318
(Full email address available in API data)

Industry Affiliates

None

Private Funds

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

Control Persons

Name Type Entity Title Since Ownership
MOORE, KYLE, STEPHEN Individual – FOUNDER, FINANCIAL PLANNER & CCO 04/2017 50-75%
AMUNDSON, BJORN, WILLIAM Individual – PARTNER & FINANCIAL PLANNER 01/2022 50-75%

No. Employees, Historic

1050202120222023202420253 on 7/2/20213 on 7/2/20213 on 7/8/20213 on 1/4/20223 on 1/20/20223 on 2/24/20223 on 4/5/20223 on 5/5/20223 on 8/9/20224 on 3/28/20234 on 4/26/20235 on 3/20/20245 on 3/20/2024

RAUM, Historic

300M150M020212022202320242025102000083 on 7/2/2021102000083 on 7/2/2021102000083 on 7/8/2021102000083 on 1/4/2022194119275 on 1/20/2022194119275 on 2/24/2022194119275 on 4/5/2022194119275 on 5/5/2022194119275 on 8/9/2022226263480 on 3/28/2023226263480 on 4/26/2023255674876 on 3/20/2024255674876 on 3/20/2024

No. Clients, Historic

20010002021202220232024202579 on 7/2/202179 on 7/2/202179 on 7/8/202179 on 1/4/2022157 on 1/20/2022157 on 2/24/2022157 on 4/5/2022157 on 5/5/2022157 on 8/9/2022162 on 3/28/2023162 on 4/26/2023173 on 3/20/2024173 on 3/20/2024

Holdings

From latest 13F, filed August 5th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
AMERICAN CENTY ETF TR AVANTIS CORE FI 391K 10K –
AMERICAN CENTY ETF TR AVANTIS EMGMKT 1M 20K –
AMERICAN CENTY ETF TR AVANTIS RESPON U 895K 14K –
AMERICAN CENTY ETF TR INTL EQT ETF 2M 36K –
AMERICAN CENTY ETF TR INTL SMCP VLU 14M 216K –
AMERICAN CENTY ETF TR REAL ESTATE ETF 4M 95K –
AMERICAN CENTY ETF TR US EQT ETF 5M 50K –
AMERICAN CENTY ETF TR US LARGE CAP VLU 322K 5K –
AMERICAN CENTY ETF TR US SML CP VALU 28M 314K –
APPLE INC COM 656K 3K –
DIMENSIONAL ETF TRUST EMERGING MARKETS 679K 20K –
DIMENSIONAL ETF TRUST EMERGING MKTS CO 6M 225K –
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 419K 16K –
DIMENSIONAL ETF TRUST GLOBAL REAL EST 1M 51K –
DIMENSIONAL ETF TRUST INTERNATIONAL 3M 87K –
DIMENSIONAL ETF TRUST INTERNATNAL VAL 1M 41K –
DIMENSIONAL ETF TRUST INTL CORE EQT MK 2M 74K –
DIMENSIONAL ETF TRUST INTL CORE EQUITY 11M 402K –
DIMENSIONAL ETF TRUST INTL SMALL CAP V 2M 88K –
DIMENSIONAL ETF TRUST NATL MUN BD ETF 989K 21K –
DIMENSIONAL ETF TRUST SHORT DURATION F 1M 27K –
DIMENSIONAL ETF TRUST US CORE EQT MKT 4M 97K –
DIMENSIONAL ETF TRUST US CORE EQUITY 2 25M 761K –
DIMENSIONAL ETF TRUST US EQUITY ETF 514K 9K –
DIMENSIONAL ETF TRUST US SMALL CAP ETF 344K 6K –
DIMENSIONAL ETF TRUST US SMALL CAP VAL 872K 30K –
DIMENSIONAL ETF TRUST US SUSTAINABILTY 6M 169K –
DIMENSIONAL ETF TRUST US TARGETED VLU 1M 27K –
EA SERIES TRUST ALPHA ARCH 1-3 5M 47K –
EA SERIES TRUST FREEDOM 100 EM 4M 122K –
EA SERIES TRUST INTL QUAN VALUE 223K 9K –
EA SERIES TRUST US QUAN VALUE 3M 79K –
ISHARES INC MSCI EMRG CHN 1M 23K –
ISHARES TR EAFE VALUE ETF 465K 9K –
ISHARES TR RUSSELL 2000 ETF 235K 1K –
ISHARES TR SP SMCP600VL ETF 670K 7K –
JOHNSON & JOHNSON COM 305K 2K –
PIMCO DYNAMIC INCOME FD SHS 3M 150K –
SCHWAB STRATEGIC TR US LCAP VA ETF 278K 4K –
SPDR S&P 500 ETF TR TR UNIT 565K 1K –
VANGUARD INDEX FDS SM CP VAL ETF 485K 3K –
VANGUARD INDEX FDS TOTAL STK MKT 5M 19K –
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 225K 4K –
VANGUARD STAR FDS VG TL INTL STK F 331K 5K –