$2.0B Total AUM
$2.0B Disc. AUM
31.3% 3Y CAGR
4 Employees
81 ADV. Clients
38 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Goldman Sachs ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Matrix alphaPioneer matrix
- Established Date
- 05-13-1988
- Office Locations
- 1
Office Locations
161 Madison Avenue Morristown NJ
About Blackhill Capital, INC
Blackhill Capital is a Morristown, NJ RIA serving retail and institutional clients with highly personalized advice and a tailored, disciplined investment process focused on patience and skepticism. The firm emphasizes low portfolio turnover with attention to transaction costs and taxes, and portfolios are primarily implemented with ETFs. Custody/clearing includes Pershing.
Team overview
-- AVG AGE
$1.0B AVG AUM / ADVISOR
$24.7M AVG AUM / CLIENT
13.6 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
38yrs Firm Age
Insights
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Client Personas
Meridian vital
Custodian
North Horizon oak Vertex
Technology
Atlas horizon Element
Owner & Executives
C
CARY MICHAEL SCHWARTZ
Chief Executive Officer, President, Vice President
- CRD
- #416224
- Ownership
- 75% or more
(598) 538-6209
foundation.fusion@northcapital.com
in linkedin.com/in/crest-focus
G
GAIL PATRICIA MCINTYRE
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(401) 748-4278
delta.pioneer@atlascapital.com
in linkedin.com/in/vital-element
Showing 2 of 2 owners & executives
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M
MARCELLA OTTAVIA FINKEL
--
- CRD
- #4533558
(346) 567-5033
wave.vital@radialcapital.com
in linkedin.com/in/element-radial
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,001,172,769 | $24,110,515 |
| Non-Discretionary | $0 | -- |
| Total | $2,001,172,769 | $24,110,515 |
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Separately Managed Accounts
Total SMA Asset: $2,001,172,769
Equity - Exchange:
22.4% Cash:
77.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,463,297,769 | 22.4% |
| Cash | $5,069,281,556 | 77.6% |
| Total | $6,532,579,325 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION FOUNDATION | MERIDIAN MATRIX | J687CLJ8Y | NIO | 11.46% | $11,898,902 |
| QUANTUM ZENITH ELEMENT | RIDGE HARBOR | AOUIU9VT8 | XQD | 1.38% | $99,340,543 |
| GLACIER FOCUS | BRIDGE ALPHA | CJ1BWP3V1 | VSKC | 10.31% | $25,976,183 |
| FUSION FOUNDATION MERIDIAN | OPTIMA NORTH | URK0FN27I | LKZJG | 1.02% | $8,858,447 |
| QUANTUM SUMMIT | GLACIER CREST | 45TMX03AT | JLN | 11.01% | $99,245,480 |
| QUANTUM EMBER | PIONEER HORIZON | 06FAMQTCF | QHS | 11.13% | $9,136,984 |
| EAGLE PRIME VERTEX | FOUNDATION UNISON | YAJM6A948 | OZN | 9.04% | $17,767,994 |
| ALPHA EAGLE | INSIGHT PATHWAY | BY3JXOCGJ | LKD | 5.24% | $52,986,826 |