Adviser Profile

As of Date 04/14/2023
Registration status Registration Changed to BUNKER HILL MANAGEMENT LLC
ADV Location WELLESLEY HILLS, MA, United States
Contact Info 617 xxxxxxx
Websites
AUM* 147,309,741
of that, discretionary 147,309,741
Number of Employees 6
of those in investment advisory functions 5
Private Fund GAV* 0
Avg Account Size 36,827,435
SMA’s No
Private Funds 0 4

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

340M 291M 243M 194M 146M 97M 49M
2015 2016 2017 2018 2019 2020 2021 2022
Discretionary
Non-discretionary

Private Funds

Employees