W
$55.0M Total AUM
$55.0M Disc. AUM
-- 3Y CAGR
1 Employees
31 ADV. Clients
25 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-01-2001
- Office Locations
- 1
Office Locations
-- Langley WA
About Waterhill Capital, LLC
Waterhill Capital, LLC is a Langley-based RIA. The firm has been operating for 25 years. Managing $55.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$55.0M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
12.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
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Services
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Owner & Executives
H
HUIHWAN NELSON YU
Managing Partner, Owner
- CRD
- #2148399
- 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 | $55,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $55,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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