CABLE HILL PARTNERS, LLC
Adviser information for CABLE HILL PARTNERS, 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 | Delaware, United States |
Employees
Total Number of Employees | 27 |
---|---|
Investment Advisory/Research | 14 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 14 |
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 | 2,645 | $1.4B |
Non-Discretionary | 95 | $308.3M |
Total | 2,740 | $1.7B |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 322 | $143.4M |
HNW Individuals | 307 | $1.2B |
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 | 86 | $298.5M |
Charitable organizations | 6 | $32.1M |
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 | $22.4M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 565 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
---|---|
Compensation | % of AUMFixed fees |
Principal Office
1155 SW MORRISON STREETSUITE 400
PORTLAND
OR
United States
Monday - Friday, 8:00 AM - 4:00 PM
Tel: (888) 313-0417, Fax: (503) 765-1224
Chief Compliance Officer
JENNIFER S. ESTNER
1155 SW MORRISON STREET
SUITE 400
PORTLAND
OR
United States
Tel:
(888) 313-0417
J**************@************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 |
---|---|---|---|---|---|
CHRISTIAN, DAVID, BRIAN | Individual | – | MANAGING MEMBER, FOUNDING PARTNER, MANAGING DIRECTOR | 02/2014 | 50-75% |
HEFELE, BRIAN, MICHAEL | Individual | – | MEMBER, FOUNDING PARTNER | 02/2014 | 25-50% |
GATES, JEFFREY, ALLAN | Individual | – | CHIEF INVESTMENT OFFICER | 02/2020 | 5-10% |
ACHESON, KENDALL, BATE | Individual | – | LEAD ADVISOR | 01/2022 | 5-10% |
Estner, Jennifer, Susan | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2023 | < 5% |
DESIERVO, SHELBY, ANN | Individual | – | LEAD ADVISOR | 02/2024 | 5-10% |
CHRISTENSEN, RYAN, J | Individual | – | LEAD ADVISOR | 02/2024 | 5-10% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 22nd, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
Abbott Laboratories | Common Stock | 934K | 9K | – |
Abbvie Inc Com | Common Stock | 687K | 4K | – |
Accenture PLC | Common Stock | 285K | 938 | – |
Adobe Systems | Common Stock | 579K | 1K | – |
Advanced Micro | Common Stock | 365K | 2K | – |
Aerovironment Inc | Common Stock | 205K | 1K | – |
Alphabet Inc Cap STK | Common Stock | 2M | 9K | – |
Alphabet Inc Cap STK | Common Stock | 2M | 12K | – |
Amazon.Com Inc | Common Stock | 2M | 9K | – |
American | Common Stock | 324K | 4K | – |
American Express Co | Common Stock | 806K | 3K | – |
Amgen Inc | Common Stock | 820K | 3K | – |
Anheuser-Busch Inbev | Common Stock | 507K | 9K | – |
Anthem Inc | Common Stock | 266K | 491 | – |
Apple Inc | Common Stock | 13M | 61K | – |
Applied Materials | Common Stock | 709K | 3K | – |
Ase Technology | Common Stock | 465K | 41K | – |
Asml Holding NV | Common Stock | 1M | 979 | – |
Astrazeneca ADR Rep | Common Stock | 272K | 3K | – |
AT&T Inc Com Usd1 | Common Stock | 325K | 17K | – |
Automatic Data | Common Stock | 265K | 1K | – |
Avangrid Inc Com | Common Stock | 314K | 9K | – |
Axalta Coating | Common Stock | 271K | 8K | – |
Banc Of California | Common Stock | 746K | 58K | – |
Banco Bilbao Vizcaya | Common Stock | 255K | 25K | – |
Bank Of New York | Common Stock | 305K | 5K | – |
Barnes Group Inc | Common Stock | 214K | 5K | – |
Becton Dickinson &co | Common Stock | 379K | 2K | – |
Berkshire Hathaway | Common Stock | 3M | 8K | – |
Berkshire Hathaway | Common Stock | 100M | 164 | – |
Biomarin | Common Stock | 357K | 4K | – |
Booking Holdings Inc | Common Stock | 317K | 80 | – |
Boston Scientific | Common Stock | 466K | 6K | – |
Broadcom Inc Com | Common Stock | 3M | 2K | – |
Brookfield | Common Stock | 214K | 5K | – |
Caterpillar Inc Com | Common Stock | 604K | 2K | – |
CH Robinson | Common Stock | 206K | 2K | – |
Check Point Software | Common Stock | 266K | 2K | – |
Chevron Corp New Com | Common Stock | 982K | 6K | – |
Chipotle Mexican | Common Stock | 539K | 9K | – |
Chubb Limited Com | Common Stock | 253K | 989 | – |
Chunghwa Telecom ADR | Common Stock | 340K | 9K | – |
CIGNA Corp New Com | Common Stock | 338K | 1K | – |
Cisco Systems Inc | Common Stock | 828K | 17K | – |
Citizens Finl Group | Common Stock | 246K | 7K | – |
Coca-Cola Co | Common Stock | 506K | 8K | – |
Comcast Corp | Common Stock | 326K | 8K | – |
Conagra Brands Inc | Common Stock | 266K | 9K | – |
Constellium Se | Common Stock | 250K | 13K | – |
Copart Inc Com | Common Stock | 282K | 5K | – |
Corning Inc | Common Stock | 321K | 8K | – |
Costco Wholesale | Common Stock | 1M | 1K | – |
Danaher Corporation | Common Stock | 391K | 2K | – |
Diageo ADR Each Repr | Common Stock | 333K | 3K | – |
Dimensional ETF (trust Emgr Cre EQT MNG) | Funds | 70M | 3M | – |
Dimensional ETF (trust Intl Core EQT MK) | Funds | 162M | 5M | – |
Dimensional ETF (trust US Large Cap Value Etf) | Funds | 43M | 1M | – |
Dimensional ETF (trust US Small Cap Val) | Funds | 33M | 1M | – |
Disney Walt Co Com | Common Stock | 519K | 5K | – |
Dover Corp Com | Common Stock | 459K | 3K | – |
DR Horton Inc Com | Common Stock | 215K | 2K | – |
Edwards Lifesciences | Common Stock | 390K | 4K | – |
Eli Lilly And Co | Common Stock | 11M | 13K | – |
Emerson Electric Co | Common Stock | 361K | 3K | – |
Eversource Energy | Common Stock | 218K | 4K | – |
Exxon Mobil Corp | Common Stock | 2M | 15K | – |
Facebook Inc-Class A | Common Stock | 881K | 2K | – |
Fidelity National | Common Stock | 205K | 4K | – |
Fiserv Inc | Common Stock | 308K | 2K | – |
General Electric Co | Common Stock | 233K | 1K | – |
Genpact Limited Com | Common Stock | 205K | 6K | – |
Goldman Sachs Group | Common Stock | 490K | 1K | – |
Halliburton Co Com | Common Stock | 241K | 7K | – |
HB Fuller Co | Common Stock | 226K | 3K | – |
HDFC Bank LTD Spon | Common Stock | 530K | 8K | – |
Hilton Worldwide | Common Stock | 260K | 1K | – |
Home Depot Inc | Common Stock | 1M | 3K | – |
Honda Motor LTD | Common Stock | 477K | 15K | – |
HSBC HLDGS | Common Stock | 551K | 13K | – |
Hubspot Inc | Common Stock | 501K | 850 | – |
Icici Bank Limited | Common Stock | 827K | 29K | – |
Infosys LTD Spon ADR | Common Stock | 248K | 13K | – |
Ingersoll Rand Inc | Common Stock | 368K | 4K | – |
Intel Corp Com | Common Stock | 636K | 21K | – |
International Bus | Common Stock | 1M | 6K | – |
Intuit Inc | Common Stock | 371K | 565 | – |
Intuitive Surgical | Common Stock | 305K | 686 | – |
Invesco QQQ TR Unit (ser 1) | Funds | 200K | 417 | – |
iShares 0-5 Year (tips Bond Etf) | Funds | 17M | 170K | – |
iShares Core 1-5 (year Usd Bond Etf) | Funds | 752K | 16K | – |
iShares Core US (aggregate Bond Etf) | Funds | 50M | 517K | – |
iShares S&P 500 | Funds | 1M | 2K | – |
iShares TR Esg Adv (TTL Usd) | Funds | 714K | 17K | – |
iShares TR Esg Awr (us Agrgt) | Funds | 752K | 16K | – |
iShares TR Esg Awre (1 5 YR) | Funds | 364K | 15K | – |
iShares TR MSCI Intl (qualty) | Funds | 339K | 9K | – |
iShares TR MSCI USA (QLT FCT) | Funds | 69M | 405K | – |
iShares TR Rus 1000 (GRW Etf) | Funds | 713K | 2K | – |
Itau Unibanco HLDG S | Common Stock | 209K | 35K | – |
JD.Com Inc Spon Ads | Common Stock | 378K | 15K | – |
Jeld-Wen HLDG Inc | Common Stock | 500K | 37K | – |
Johnson &johnson Com | Common Stock | 1M | 8K | – |
Johnson Controls | Common Stock | 266K | 4K | – |
JPMorgan Chase & Co | Common Stock | 646K | 3K | – |
KB Finl Group Inc | Common Stock | 311K | 5K | – |
Keurig DR Pepper Inc | Common Stock | 248K | 7K | – |
Lam Research Corp | Common Stock | 5M | 5K | – |
Linde PLC Com | Common Stock | 256K | 584 | – |
Lloyds Banking Group | Common Stock | 459K | 168K | – |
Loews Corp Com | Common Stock | 240K | 3K | – |
Martin Marietta | Common Stock | 405K | 748 | – |
Marvell Technology | Common Stock | 427K | 6K | – |
Mastercard | Common Stock | 552K | 1K | – |
Mercadolibre Inc Com | Common Stock | 378K | 230 | – |
Merck &co. Inc Com | Common Stock | 1M | 11K | – |
Microchip Technology | Common Stock | 535K | 6K | – |
Micron Technology | Common Stock | 384K | 3K | – |
Microsoft Corp | Common Stock | 9M | 20K | – |
Minerals | Common Stock | 446K | 5K | – |
Moderna Inc Com | Common Stock | 354K | 3K | – |
Morgan Stanley Com | Common Stock | 466K | 5K | – |
Netflix Inc | Common Stock | 885K | 1K | – |
Nike Inc Class B Com | Common Stock | 2M | 26K | – |
Nomura Holdings ADR | Common Stock | 399K | 69K | – |
Novartis AG | Common Stock | 1M | 11K | – |
Novo Nordisk A/S | Common Stock | 1M | 8K | – |
Nushares ETF TR (nuveen Esg Emrgn) | Funds | 4M | 137K | – |
Nushares ETF TR (nuveen Esg LRGCP) | Funds | 3M | 33K | – |
Nushares ETF TR (nuveen Esg SMLCP) | Funds | 4M | 100K | – |
Nushares ETF TR (nuveen Esg Us) | Funds | 954K | 44K | – |
Nvidia Corporation | Common Stock | 6M | 48K | – |
On HLDNG AG CHF0.1 | Common Stock | 206K | 5K | – |
Oracle Corp | Common Stock | 2M | 17K | – |
Paccar Inc Com | Common Stock | 301K | 3K | – |
Pan Amern Silver | Common Stock | 398K | 20K | – |
Park City Group Inc | Common Stock | 306K | 20K | – |
Pepsico Inc | Common Stock | 519K | 3K | – |
Pfizer Inc | Common Stock | 546K | 20K | – |
PNC Financial | Common Stock | 257K | 2K | – |
Procter And Gamble | Common Stock | 347K | 2K | – |
Progressive Corp Com | Common Stock | 329K | 2K | – |
Prudential Financial | Common Stock | 226K | 2K | – |
Qualcomm Inc | Common Stock | 761K | 4K | – |
Raytheon | Common Stock | 478K | 5K | – |
RBB FD Inc (imotley Fool 100 Index Etf) | Funds | 447K | 8K | – |
Regeneron | Common Stock | 431K | 410 | – |
Regions Financial | Common Stock | 273K | 13K | – |
Reliance Steel & | Common Stock | 264K | 925 | – |
Relx PLC Spon Ads | Common Stock | 673K | 15K | – |
Rex American Res | Common Stock | 215K | 5K | – |
S&P Global Inc Com | Common Stock | 503K | 1K | – |
Salesforce.Com Inc | Common Stock | 3M | 10K | – |
Sanofi ADR Rep 1 1/2 | Common Stock | 412K | 8K | – |
SAP ADR Rep 1 Ord | Common Stock | 724K | 4K | – |
Schwab Charles Corp | Common Stock | 274K | 4K | – |
Seagate Technology | Common Stock | 228K | 2K | – |
Sempra Com | Common Stock | 259K | 3K | – |
Sensient | Common Stock | 221K | 3K | – |
Sentinelone Inc CL A | Common Stock | 590K | 28K | – |
Sherwin-Williams Co | Common Stock | 225K | 755 | – |
Shinhan Financial | Common Stock | 253K | 7K | – |
Southwest Gas HLDGS | Common Stock | 348K | 5K | – |
SPDR Portfolio S&P (500 Growth Etf) | Funds | 559K | 7K | – |
Spotify Technology | Common Stock | 237K | 756 | – |
Starbucks Corp Com | Common Stock | 906K | 12K | – |
Stryker Corporation | Common Stock | 308K | 903 | – |
Sumitomo Mit ADR Rep | Common Stock | 472K | 35K | – |
Sysco Corp | Common Stock | 278K | 4K | – |
T-Mobile US Inc Com | Common Stock | 330K | 2K | – |
Taiwan Semiconductor | Common Stock | 1M | 8K | – |
Takeda | Common Stock | 235K | 18K | – |
Targa Resources Corp | Common Stock | 351K | 3K | – |
Target Corp | Common Stock | 305K | 2K | – |
Teekay Tankers LTD | Common Stock | 203K | 3K | – |
Tesla Inc Com | Common Stock | 237K | 1K | – |
Texas Instruments | Common Stock | 222K | 1K | – |
Thermo Fisher | Common Stock | 665K | 1K | – |
TJX Companies Inc | Common Stock | 278K | 3K | – |
Toyota Motor ADR Rep | Common Stock | 249K | 1K | – |
Trip Com Group LTD | Common Stock | 234K | 5K | – |
Truist Finl Corp Com | Common Stock | 248K | 6K | – |
Unilever PLC Spon | Common Stock | 282K | 5K | – |
Union Pac Corp Com | Common Stock | 635K | 3K | – |
United Micr Elctrns | Common Stock | 426K | 49K | – |
Unitedhealth Group | Common Stock | 1M | 2K | – |
US Bancorp | Common Stock | 1M | 26K | – |
Vanguard BD Index (FDS Total BND MRKT) | Funds | 374K | 5K | – |
Vanguard Index FDS (vanguard Growth ETF Formerly Vanguard Index TR) | Funds | 75M | 200K | – |
Vanguard Index FDS (vanguard Value ETF Formerly Vanguard) | Funds | 97M | 602K | – |
Vanguard Index Funds (S&P 500 ETF Usd) | Funds | 279K | 555 | – |
Vanguard Intl Equity (index FDS TT WRLD ST Etf) | Funds | 541K | 5K | – |
Vanguard Scottsdale (FDS Vanguard Short-Term Corporate BD Index FD ETF SHS) | Funds | 24M | 314K | – |
Vanguard Small-Cap (index Fund) | Funds | 22M | 101K | – |
Vanguard Specialized (funds DIV App Etf) | Funds | 1M | 6K | – |
Vanguard Tax-Managed (intl FD FTSE Dev MKT Etf) | Funds | 525K | 11K | – |
Vanguard World FDS (vanguard Information Technology Etf) | Funds | 260K | 450 | – |
Verizon | Common Stock | 375K | 9K | – |
Vertex | Common Stock | 477K | 1K | – |
Visa Inc | Common Stock | 807K | 3K | – |
Vulcan Materials Co | Common Stock | 203K | 816 | – |
WalMart Inc Com | Common Stock | 449K | 7K | – |
Wells Fargo Co New | Common Stock | 212K | 4K | – |
Weyerhaeuser Co MTN | Common Stock | 318K | 11K | – |
Williams Cos Inc Com | Common Stock | 206K | 5K | – |
Wipro LTD Spon ADR | Common Stock | 271K | 44K | – |
Woori Financial | Common Stock | 339K | 11K | – |
WPP PLC American | Common Stock | 226K | 5K | – |
Xylem Inc Com | Common Stock | 487K | 4K | – |