East Hill Management Company, LLC (Peterborough)

Name: East Hill Management Company, LLC
Address: 70 Main Street, Peterborough, NH, 03458
Telephone: 603-371-9032

East Hill Management Company, LLC is a large advisory firm based in Peterborough. It manages $105.66 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Colorado, Massachusetts, and New Hampshire.

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

East Hill Management Company: assets under management

The assets under management (AUM) of East Hill Management Company, LLC is $105.66 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 320% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $105.66 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $26.41 million each.

East Hill Management Company has custody of $48.01 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 63% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 37% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay East Hill Management Company, 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 East Hill Management Company serves?

The only and largest group of clients of East Hill Management Company is pooled investment vehicles with 1 clients and $48.01 million of assets under management. Among the 9 most similar advisory firms, East Hill Management Company has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $48.01 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

East Hill Management Company also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at East Hill Management Company, LLC

The company employs 3 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone 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
Llc East Hill Holding Company	Member	1 Apr 2000	75% - 100%	0435237111
Landon Thomas Clay	Manager	1 Jun 2002	Other	1787827
Eric George Woodbury	Chief compliance officer	1 Jan 2005	Other	4931203
Brian James	Vice president	1 Aug 2008	Other	6024516
Thomas Moragne Clay	Vice president	1 Aug 2008	Other	6029699
Christina Schaper	Legal counsel	1 Dec 2008	Other	6023676
Stacey Ann Rosa	Chief compliance officer	1 Aug 2009	Other	2761733
Thomas Moragne Clay	Manager	1 Jun 2017	Other	6029699
Landon Thomas Clay Estate Thomas M Clay Executor	Member	1 Dec 2017	75% - 100%	82-6748800

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Landon Thomas Clay	Managing member	1 Apr 2000	50% - 75%	1787827
Jeffrey Scott Garner	Managing member	1 Apr 2000	50% - 75%	1233678
Landon Thomas Clay	Managing member	1 Sep 2007	75% - 100%	1787827

Based in Peterborough

The principal office where East Hill Management Company, LLC performs its advisory services is located at 70 Main Street, Peterborough, NH 03458, which is also the mailing address of the firm. An additional office of the firm is in Boulder, CO. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 603-371-9032 or by fax 603-371-9034. The normal business hours are 8:30am-4:30pm on Monday - Friday. You can find more information about the New York firm at easthillmgt.com.