SACHEM HILL LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.18B |
| Discretionary | $1.16B98% of AUM |
| Non-Discretionary | $19.9M |
| Client Accounts | 505 |
| Avg Account Size | $2.3M |
| Employees | 8 |
| Peak AUM | $1.23BJun 2025 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.2B | 3.6% | +4.0% | +6.4% | |
| Discretionary AUM | $1.2B | ||||
Key Metrics
| Total AUM | $1.18B |
| Discretionary | $1.16B |
| Employees | 8 |
| Client Accounts | 505 |
| Client Range | 1-10 |
Contact & Location
Address
250 FILLMORE ST., SUITE 650
DENVER CO 80206
Phone
303-625-6868
Filing History
28 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.2B
98.3% of AUM
Non-Discretionary
$20M
1.7% of AUM
Disc. mix ▲ 1.5pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported