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$218.4M Total AUM
$218.4M Disc. AUM
16.3% 3Y CAGR
8 Employees
118 ADV. Clients
5 yrs Firm Age
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- Custodian
- Betterment · Charles Schwab & Company · Deutsche Bank · John Hancock
- Clients
- Retail and Institutional
- Platforms
- Vector horizonEagle beacon
- Established Date
- 03-03-2021
- Office Locations
- 1
Office Locations
174 Main ST Port Washington NY
About Great Hill Advisory
Great Hill Advisory is a boutique multi-family office serving families with $20M–$150M net worth, providing family office services including multigenerational planning and philanthropic support. The firm emphasizes asset allocation, primarily using ETFs alongside U.S. government/agency bonds. New relationships are typically accepted by referral; led by CEO Corey Peterson.
Team overview
-- AVG AGE
$109.2M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
5.4 yrs AVG TENURE
8 Employees
2 Advisory Reps
0 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Oak unison Capital focus Ridge Zenith pioneer
Custodian
Peak
Investment Themes
Crest Signal Fusion
Investment Vehicles
Wave
Services
Legacy wave Wave eagle Optima prime Capital Crest ridge
Technology
Meridian Quantum pioneer
Owner & Executives
C
COREY HENRY PETERSON
Chief Compliance Officer, Owner
- CRD
- #4502134
- Ownership
- 75% or more
(317) 694-8115
insight.bridge@optimacapital.com
in linkedin.com/in/alpha-bridge
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $218,409,500 | $558,592 |
| Non-Discretionary | $0 | -- |
| Total | $218,409,500 | $558,592 |
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Separately Managed Accounts
Total SMA Asset: $218,409,500
Equity - Exchange:
38.9% U.S. Government/Agency:
61.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,298,724,059 | 38.9% |
| U.S. Government/Agency | $2,039,898,200 | 61.1% |
| Total | $3,338,622,259 | 100.0% |