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

Identifiers

SEC RIA File Number 801-78336
SEC ERA File Number 801-78336
SEC CIK Numbers 1674581
SEC CRD Numbers 168252
Legal Entity Identifier None

Principal Office

1155 SW MORRISON STREET
SUITE 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
(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

30150201920202021202220232024202517 on 10/14/201917 on 11/7/201918 on 2/10/202018 on 6/30/202018 on 10/27/202021 on 2/18/202121 on 2/21/202122 on 3/29/202222 on 6/10/202225 on 3/31/202325 on 4/17/202324 on 10/19/202327 on 2/26/202427 on 3/20/2024

RAUM, Historic

2B1B02019202020212022202320242025708334000 on 10/14/2019708334000 on 11/7/2019988138000 on 2/10/2020988138000 on 6/30/2020988138000 on 10/27/20201202738550 on 2/18/20211202738550 on 2/21/20211498005580 on 3/29/20221498005580 on 6/10/20221310535234 on 3/31/20231310535234 on 4/17/20231310535234 on 10/19/20231665876483 on 2/26/20241665876483 on 3/20/2024

No. Clients, Historic

80040002019202020212022202320242025576 on 10/14/2019576 on 11/7/2019659 on 2/10/2020659 on 6/30/2020659 on 10/27/2020661 on 2/18/2021661 on 2/21/2021653 on 3/29/2022653 on 6/10/2022655 on 3/31/2023655 on 4/17/2023655 on 10/19/2023726 on 2/26/2024726 on 3/20/2024

Holdings

From latest 13F, filed July 22nd, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
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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
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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
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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
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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
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