Bunker Hill Management LLC (Wellesley Hills)

Name: Bunker Hill Management LLC
Address: 16 Laurel Ave, Wellesley Hills, MA, 02481
Telephone: 617-720-4030

Bunker Hill Management LLC is a large advisory firm based in Wellesley Hills. It manages $240.69 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California and Massachusetts.

Bunker Hill Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bunker Hill Management: assets under management

The assets under management (AUM) of Bunker Hill Management LLC is $240.69 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $240.69 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $60.17 million each.

Bunker Hill Management has custody of $190.2 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bunker Hill Management LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Bunker Hill Management serves?

The only and largest group of clients of Bunker Hill Management is pooled investment vehicles with 4 clients and $240.69 million of assets under management. Among the 12 most similar advisory firms, Bunker Hill Management has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $240.69 million for 4 clients. None of the firm’s clients are foreign persons or businesses.

Bunker Hill Management also advises several private funds. Namely, four private equity funds. The minimum investment commitment required of non-related persons ranges from $1,000 to $100,000.

Careers at Bunker Hill Management LLC

The company employs 9 people that are either part- or full-time employees. 89 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert L Clark Jr	Managing partner	1 Jun 2003	25% - 50%	6011725
Mark Hyland Deblois	Managing partner	1 Jun 2003	25% - 50%	4512975
Jason H Hurd	Managing partner and cco	1 Jun 2003	Other	6011728
Brian Edwin Kinsman	Managing partner	1 May 2005	Other	2636204

Based in Wellesley Hills

The principal office where Bunker Hill Management LLC performs its advisory services is located at 16 Laurel Ave, Wellesley Hills, MA 02481, which is also the mailing address of the firm. An additional office of the firm is in San Diego, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-720-4030 or by fax 617-720-4037. The normal business hours are 9:00 am to 4:00 pm on Monday - Friday. You can find more information about the New York firm at bunkerhillcapital.com.