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$6.1M Total AUM
$6.1M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Citibank · Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-25-2012
- Office Locations
- 1
Office Locations
630 Fifth Ave. STE 2508 NEW York NY
About Watch Hill Advisors, LLC
Watch Hill Advisors, LLC is a NEW York-based RIA. The firm has been operating for 14 years. Managing $6.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Citibank.
Team overview
69 AVG AGE
$6.1M AVG AUM / ADVISOR
$767.5K AVG AUM / CLIENT
3.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
STEPHANIE ELIZABETH DEARMONT
President
- CRD
- #1990249
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,139,919 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,139,919 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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