Lodge Hill Capital, LLC (New York)

Lodge Hill Capital, LLC is a large advisory firm based in New York. It manages $502.18 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.

Lodge Hill Capital provides 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.

Lodge Hill Capital: assets under management

The assets under management (AUM) of Lodge Hill Capital, LLC is $502.18 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 2379% since the beginning of its operation, and $471.68 million of the total AUM is attributable to clients outside of the United States.

The firm manages $502.18 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $100.44 million each.

Investments

The firm invests in exchange traded securities the most. They account for 62% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 38% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lodge Hill Capital, 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 Lodge Hill Capital serves?

The firm provides services to pooled investment vehicles and pension and profit sharing plans. The largest group of clients of Lodge Hill Capital is pooled investment vehicles with 4 clients and $471.68 million of assets under management. Among the 10 most similar advisory firms, Lodge Hill Capital has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $502.18 million for 5 clients. 60% of the firm’s clients are foreign persons or businesses.

Lodge Hill Capital 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 Lodge Hill Capital, LLC

The company employs 6 people that are either part- or full-time employees. 50 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
Clinton Robert Murray	Managing partner, portfolio manager	1 Apr 2012	75% - 100%	2803873
Nicolo (Nmn) Carbone	Cfo/cco	1 Apr 2012	Other	5065344
Murray 2011 Family Trust	Member	1 Apr 2012	Other	38-7035088
Soleil Ravindra Nathwani	Coo	1 Jun 2012	Other	3100958
Jessica Abigail Davis	Coo	1 May 2014	Other	5071020
Jon Gerald Hanlon	Cfo	1 Sep 2016	Other	4502713

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Robert Arthur Murray	Trustee	1 Sep 2011	Other	6135800

Based in New York

The principal office where Lodge Hill Capital, LLC performs its advisory services is located at 437 Madison Avenue, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-714-7840 or by fax 212-714-7842. The normal business hours are 9am-5pm on Monday - Friday.