CUMBERLAND HILL CAPITAL MANAGEMENT LLC

Adviser information for CUMBERLAND HILL CAPITAL MANAGEMENT LLC 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 Texas, United States

Employees

Total Number of Employees 2
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 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 3 $30.1M
Non-Discretionary 0 $0
Total 3 $30.1M

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 $30.1M
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 0

Services

Advisory Services Portfolio management for pooled investment vehicles
Compensation % of AUMPARTICIPATION RATE

Identifiers

SEC RIA File Number 801-67283
SEC ERA File Number 801-67283
SEC CIK Numbers 1660208, 1766284, 1852720
SEC CRD Numbers 142227
Legal Entity Identifier None

Principal Office

8333 DOUGLAS AVENUE
SUITE 1625
DALLAS
TX
United States
Monday - Friday, 8:30 AM - 4:30 PM
Tel: 214-855-5335, Fax: 214-855-5024

Chief Compliance Officer

RODNEY MADDEN
CCO
8333 DOUGLAS AVENUE
SUITE 1625
DALLAS
TX
United States
Tel: 214-855-5335
(Full email address available in API data)

Regulatory Contact

CATHY VASILEV
CONSULTANT
1101 ARROWPOINT STE. 301
CEDAR PARK
TX
United States
Tel: 512-796-3299
(Full email address available in API data)

Industry Affiliates

IRONWOOD FUNDING MANAGEMENT V LLC Sponsor, GP, manager of pooled investment vehicles
IRONWOOD FUNDING MANAGEMENT X LLC Sponsor, GP, manager of pooled investment vehicles
IRONWOOD FUNDING MANAGEMENT XIII LLC Sponsor, GP, manager of pooled investment vehicles
MADDEN ASSET MANAGEMENT Other investment adviser, including financial planners

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
IRONWOOD FUNDING V LLC PRIVATE PLACEMENTS IN LLCS $8.3M $0.3M 33
IRONWOOD FUNDING X LLC PRIVATE PLACEMENTS IN LLC'S. $3.7M $0.1M 42
IRONWOOD FUNDING XIII LLC PRIVATE PLACEMENTS IN LLC'S. $18.1M $0.3M 24

Control Persons

Name Type Entity Title Since Ownership
MADDEN, RODNEY, TUCKER Individual MANAGING MEMBER AND CCO 09/2006 > 75%

No. Employees, Historic

105020192020202120222023202420254 on 4/4/20193 on 7/16/20193 on 2/28/20204 on 5/15/20203 on 3/23/20213 on 3/25/20213 on 1/28/20223 on 6/8/20222 on 8/25/20222 on 9/28/20222 on 10/28/20222 on 3/9/20232 on 3/20/2024

RAUM, Historic

70M35M0201920202021202220232024202548631486 on 4/4/201948631486 on 7/16/201969640706 on 2/28/202039499206 on 5/15/202039499206 on 3/23/202157799206 on 3/25/202157799206 on 1/28/202257799206 on 6/8/202257649206 on 8/25/202257649206 on 9/28/202257649206 on 10/28/202257799206 on 3/9/202330144520 on 3/20/2024

No. Clients, Historic

105020192020202120222023202420258 on 4/4/20198 on 7/16/20199 on 2/28/20209 on 5/15/20207 on 3/23/20218 on 3/25/20218 on 1/28/20228 on 6/8/20228 on 8/25/20228 on 9/28/20228 on 10/28/20228 on 3/9/20233 on 3/20/2024