DBA: GREAT HILL ADVISORY
| Total AUM | $218.4M |
| Discretionary | $218.4M100% of AUM |
| Client Accounts | 391 |
| Avg Account Size | $559K |
| Employees | 8 |
| Peak AUM | $218.4MFeb 2026 |
| AUM CAGR | +16.3% /yrover 5 yrs · 14 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $218M | +22.4% | +17.3% | +16.3% | |
| Discretionary AUM | |||||
| Total AUM | $218.4M |
| Discretionary | $218.4M |
| Employees | 8 |
| Client Accounts | 391 |
| Client Range | 101-250 |
Address
174 MAIN ST.
PORT WASHINGTON NY 11050
Phone
516-500-1248
Filing History
14 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$218M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$218M
| $218M |
| +22.4% |
| +17.3% |
| +16.3% |
| Total Accounts | 391 | +0.8% | +19.3% | +24.3% |
| Avg Account Size | $558,592.072 | +21.5% | 1.6% | 6.5% |
| Employees | 8 | +33.3% | +26.8% | +22.1% |
| AUM / Employee | $27M | 8.2% | 7.5% | 4.8% |
Client AUM Segments | |||||
| Wealth AUM | $214M | +24.5% | +16.5% | +16.5% | |
| Institutional AUM | $4M | 32.6% | — | +8.1% | |
Client Count Segments | |||||
| HNW Clients | 49 | +157.9% | +43.8% | +59.1% | |
| Institutional | 2 | 88.2% | — | +15.1% | |
| Individuals | 67 | +1.5% | +11.3% | +11.1% | |