BLACKHILL CAPITAL, INC
Adviser information for BLACKHILL CAPITAL, INC 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 | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | New Jersey, United States |
Employees
Total Number of Employees | 4 |
---|---|
Investment Advisory/Research | 2 |
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 | 80 | $1.3B |
Non-Discretionary | 0 | $0 |
Total | 80 | $1.3B |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 29 | $7.4M |
HNW Individuals | 44 | $822.5M |
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 | $311.3M |
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 | $146.3M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 5 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businesses |
---|---|
Compensation | % of AUM |
Principal Office
161 MADISON AVENUEMORRISTOWN
NJ
United States
Monday - Friday, 8:00 AM TO 5:00 PM
Tel: 973-984-7014, Fax: 973-984-9617
Websites
Chief Compliance Officer
MCINTYRE, GAIL P.
CHIEF OPERATING OFFICER
161 MADISON AVENUE
MORRISTOWN
NJ
United States
Tel:
973-984-7014
Fax:
973-984-9617
G****@*******************M
(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 |
---|---|---|---|---|---|
SCHWARTZ, CARY, MICHAEL | Individual | – | PRESIDENT & CEO | 02/1988 | > 75% |
MCINTYRE, GAIL, PATRICIA | Individual | – | CHIEF COMPLIANCE OFFICER | 06/2004 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ABBOTT LABS COM | COM | 31M | 298K | – |
ABBVIE INC COM | COM | 46M | 269K | – |
ADVANCED MICRO DEVICES INC COM | COM | 1M | 9K | – |
ALPHABET INC CAP STK CL C | COM | 3M | 18K | – |
ALPHABET INC CL A | COM | 3M | 16K | – |
AMAZON COM INC COM | COM | 4M | 20K | – |
AMERICAN STS WTR CO COM | COM | 784K | 11K | – |
AMERICAN WTR WKS CO INC NEW CO | COM | 775K | 6K | – |
APPLE INC COM | COM | 55M | 261K | – |
AVANOS MED INC COM | COM | 90K | 5K | – |
BAXTER INTL INC COM | COM | 167K | 5K | – |
BERKSHIRE HATHAWAY INC DEL CL | COM | 4M | 6 | – |
BERKSHIRE HATHAWAY INC DEL CL | COM | 9M | 21K | – |
BRISTOL MYERS SQUIBB CO COM | COM | 9M | 214K | – |
CALIFORNIA WTR SVC GROUP COM | COM | 369K | 8K | – |
CATERPILLAR INS COM | COM | 20M | 60K | – |
CHEVRON CORP NEW COM | COM | 2M | 12K | – |
CIGNA GROUP COM | COM | 7M | 22K | – |
COLGATE PALMOLIVE CO COM | COM | 485K | 5K | – |
CONSOLIDATED EDISON INC COM | COM | 23K | 253 | – |
DANAHER CORP COM | COM | 30K | 120 | – |
DISNEY WALT CO DISNEY COM | COM | 10M | 102K | – |
ELANCO ANIMAL HEALTH INC COM | COM | 286K | 20K | – |
ENTERPRISE PRODS PARTNERS L P | COM | 3M | 109K | – |
ESSENTIAL UTILS INC COM | COM | 972K | 26K | – |
F5 INC COM | COM | 276K | 2K | – |
HERSHEY CO COM | COM | 110K | 600 | – |
JOHNSON & JOHNSON COM | COM | 23M | 157K | – |
KENVUE INC COM | COM | 3M | 182K | – |
KIMBERLY-CLARK CORP COM | COM | 7M | 54K | – |
LILLY ELI & CO COM | COM | 133M | 147K | – |
MAGNITE INC COM | COM | 250K | 19K | – |
MASTERCARD INC CL A | COM | 9M | 20K | – |
MCDONALDS CORP COM | COM | 765K | 3K | – |
MERCK & CO INC NEW COM | COM | 26M | 209K | – |
MICROSOFT CORP COM | COM | 32M | 72K | – |
MIDDLESEX WTR CO COM | COM | 348K | 7K | – |
NORFOLK SOUTHN CORP COM | COM | 43K | 200 | – |
NVIDIA CORP COM | COM | 17M | 139K | – |
PFIZER INC COM | COM | 1M | 53K | – |
PHILIP MORRIS INTL INC COM | COM | 527K | 5K | – |
POTLATCHDELTIC CORP COM | COM | 336K | 9K | – |
PROCTER & GAMBLE CO COM | COM | 7M | 45K | – |
RAYONIER INC COM | COM | 240K | 8K | – |
RESMED INC COM | COM | 651K | 3K | – |
SPDR S&P 500 ETF TR TR UNIT | COM | 260K | 478 | – |
SPDR S&P MIDCAP 400 ETF TR UNI | COM | 188K | 351 | – |
TESLA INC COM | COM | 40K | 200 | – |
TOOTSIE ROLL INDS INC COM | COM | 38K | 1K | – |
WEYERHAEUSER CO COM | COM | 745K | 26K | – |
WILLIAMS SONOMA INC COM | COM | 1B | 4M | – |
ZIMMER BIOMET HLDGS INC COM | COM | 9M | 83K | – |
ZOETIS INC COM | COM | 25M | 146K | – |