$42.4M Total AUM
$40.7M Disc. AUM
-- 3Y CAGR
1 Employees
66 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Eagle meridian
- Established Date
- 01-02-2020
- Office Locations
- 1
Office Locations
15233 Ventura Boulevard Suite 535 Sherman Oaks CA
About Katam Hill LLC
Katam Hill LLC is a Los Angeles-area, 100% employee-owned RIA led by CIO/founder Adam Gold. The firm runs discretionary, tax-aware global equity portfolios-Deep Growth (retirement) and Deep Growth Plus (taxable)-focused on security selection in "generational" growth companies, typically a concentrated 15-25 holdings with opportunistic shorts/options. Noted in industry media (e.g., Bloomberg) and cited in PSN/Preqin rankings.
Team overview
40 AVG AGE
$42.4M AVG AUM / ADVISOR
$642.5K AVG AUM / CLIENT
6.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
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Asset Classes
Atlas Oak element Summit
Custodian
Prime
Technology
Legacy signal
Owner & Executives
Adam Simon Gold
Chief Investment Officer, Managing Member
- CRD
- #5633312
- Ownership
- 75% or more
(369) 248-2096
value.alpha@fusioncapital.com
in linkedin.com/in/ember-foundation
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,713,087 | -- |
| Non-Discretionary | $1,690,960 | -- |
| Total | $42,404,047 | -- |
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Separately Managed Accounts
Total SMA Asset: $40,713,087
Equity - Exchange:
61.4% Cash:
38.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,850,047,044 | 61.4% |
| Cash | $2,420,387,881 | 38.6% |
| Total | $6,270,434,925 | 100.0% |