Overview
Assets Under Management: $220 million
Headquarters: GREENBRAE, CA
High-Net-Worth Clients: 79
Average Client Assets: $1.6 million
Frequently Asked Questions
UNDERHILL INVESTMENT MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #140390), UNDERHILL INVESTMENT MANAGEMENT LLC is subject to fiduciary duty under federal law.
UNDERHILL INVESTMENT MANAGEMENT LLC is headquartered in GREENBRAE, CA.
UNDERHILL INVESTMENT MANAGEMENT LLC serves 79 high-net-worth clients according to their SEC filing dated March 01, 2018. View client details ↓
According to their SEC Form ADV, UNDERHILL INVESTMENT MANAGEMENT LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
UNDERHILL INVESTMENT MANAGEMENT LLC manages $220 million in client assets according to their SEC filing dated March 01, 2018.
According to their SEC Form ADV, UNDERHILL INVESTMENT MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 79
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.94%
Average Client Assets: $1.6 million
Total Client Accounts: 98
Discretionary Accounts: 98
Regulatory Filings
CRD Number: 140390
Filing ID: 1184321
Last Filing Date: 2018-03-01 18:47:00