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RED Hills Capital, LLC

RED Hills Capital, LLC. CRD 126009

R

CRD: 126009

RED Hills Capital, LLC

$57.9M Total AUM
$57.9M Disc. AUM
-- 3Y CAGR
3 Employees
48 ADV. Clients
24 yrs Firm Age

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Firm Details

Custodian
--
Clients
Retail
Platforms
--
Established Date
08-13-2001
Office Locations
1

Office Locations

221 Delta Court, Ste. 2 Tallahassee FL

About RED Hills Capital, LLC

Red Hills Capital is an independent Tallahassee-based RIA providing individually crafted portfolio management and in-house asset allocation. Its flagship Red Hills Value strategy uses quantitative screening and modeling to build a concentrated 25-35 stock equity basket, with flexibility to raise cash defensively. The firm complements in-house value/growth with customized fixed income portfolios and indexing, minimizing reliance on outside managers; accounts are handled through Shearson with RBC clearing/custody.

Team overview

60 AVG AGE
$28.9M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
16.8 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
24yrs Firm Age

Insights

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Asset Classes

Available

Custodian

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Investment Themes

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Owner & Executives

R

RICHARD MICHAEL OLEARY

Managing Partner

CRD
#2771363
Ownership
75% or more
Available
Available
Available

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Contacts

C

CRAIG STEPHEN TOWNSEND JR

--

CRD
#4542172
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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $57,900,000 --
Non-Discretionary $0 --
Total $57,900,000 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Cash:
Available
Corporate - Investment Grade:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Cash Available Available
Corporate - Investment Grade Available Available
Total Available Available

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