LUCASHILL, LLC
Adviser information for LUCASHILL, LLC last updated from Form ADV on March 27th, 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 | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| 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 | 3 | $562.5M |
| Non-Discretionary | 0 | $0 |
| Total | 3 | $562.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 3 | $562.5M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| 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 | 33 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-125810 |
|---|---|
| SEC ERA File Number | 801-125810 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 321069 |
| Legal Entity Identifier | None |
Principal Office
228 HAMILTON AVE3RD FLOOR
PALO ALTO
CA
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: (650) 254-8599, Fax: None
Chief Compliance Officer
RYAN RODERICK
FOUNDER, CHIEF INVESTMENT OFFICER
228 HAMILTON AVE
3RD FLOOR
PALO ALTO
CA
United States
Tel:
(650) 254-8599
R***@************M
(Full email address available in API data)
Industry Affiliates
| GREENCROFT GP LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| GREENCROFT LP | FUND OF FUNDS | $177.6M | $1.0M | 3 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| RODERICK, RYAN, EDWARD | Individual | – | FOUNDER, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | 02/2022 | > 75% |
| ROY, KYLE, DAVIS | Individual | – | CHIEF OPERATIONS OFFICER | 07/2023 | < 5% |