Adams Hill Capital LLC (Westport)


Adams Hill Capital LLC is a large advisory firm based in Westport. It manages $482 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Connecticut.

Adams Hill Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Adams Hill Capital: assets under management

The assets under management (AUM) of Adams Hill Capital LLC is $482 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $482 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $120.5 million each.
Adams Hill Capital has custody of $192.33 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Adams Hill Capital LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Adams Hill Capital LLC

Andrew Frenchman Schwartz has served as the Chief Investment Officer since 1 Jul 2012. Mohit (Nmn) Bhasin joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Adams Hill Capital Partners Lp Member 1 Jul 2012 75% - 100% 46-0701586
Andrew Frenchman Schwartz Managing member/chief investment officer 1 Jul 2012 Other 2183300
John Joseph Egan Chief operating officer 1 Jul 2012 Other 1666830
John Joseph Egan Iv Chief operating officer 1 Jul 2012 Other 1666830
Mohit (Nmn) Bhasin Chief compliance officer 1 Oct 2012 Other 6139865

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Ahcm Llc General partner 1 Jul 2012 Other 90-0873877
Andrew Frenchman Schwartz Managing member 1 Oct 2012 75% - 100% 2183300

Based in Westport

The principal office where Adams Hill Capital LLC performs its advisory services is located at 228 Saugatuck Avenue, Westport, CT 06880, 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 203-557-1608 or by fax 203-221-4541. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.