Hillman Capital Management Inc (Bethesda)

Name: Hillman Capital Management Inc
Address: 7250 Woodmont Avenue, Bethesda, MD, 20814
Telephone: 240-744-4500

Hillman Capital Management Inc is a large advisory firm based in Bethesda. It manages $120.36 million of regulatory assets for 166 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, District of Columbia, and 6 other states.

Hillman Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and model provider to envestnet, smartx, and adhesion platforms. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hillman Capital Management: assets under management

The assets under management (AUM) of Hillman Capital Management Inc is $120.36 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 321% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $120.36 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $725.06 thousand each.

Hillman Capital Management has custody of $4.03 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 65% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 9% of the firm’s portfolio. Investments in government bonds form 9% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hillman Capital Management Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Peter William Beebe serves?

The firm provides services to individuals, investment companies, high net worth individuals, pooled investment vehicles, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Peter William Beebe is investment companies with 1 clients and $56.2 million of assets under management. Among the 8 most similar advisory firms, Hillman Capital Management has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $120.36 million for 166 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Hillman Capital Management also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Hillman Capital Management Inc

The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Peter William Beebe has been acting as President since 1 Feb 2019. Cyrus Franklin Watson joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mark Alan Hillman	President, cio	1 Feb 1998	50% - 75%	1620991
Melba Bagaporo Quizon	Shareholder	1 Feb 1998	50% - 75%	1784605
Llc North Carolina Shareholder Services	Shareholder	1 Aug 2000	Other	56-2040329
Llc Mcivy	Shareholder	1 Mar 2006	Other	57-1189070
Cyrus Franklin Watson	Chief compliance officer	1 Apr 2006	Other	4381121
Peter William Beebe	President	1 Feb 2019	Other	2666023

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
John Daughtry Marriott	Managing director	1 Jan 1997	75% - 100%	2850582
F P Meadows Iii Education Trust	Shareholder of mcivy llc	1 Mar 2006	25% - 50%	20-6063786
F P Meadows Iii Children Trust	Shareholder of mcivy, llc	1 Mar 2006	25% - 50%	20-6175183
Frank Pleasants Meadows	Manager	1 Mar 2006	Other	6141557

Based in Bethesda

The principal office where Hillman Capital Management Inc performs its advisory services is located at 7250 Woodmont Avenue, Bethesda, MD 20814, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 240-744-4500. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at hillmancapital.com.