SourcingSourcing

BLACKHILL CAPITAL, INC

C30
CRD 105208·SEC 801-32051·MORRISTOWN, NJ
AUM
$2.00B
$1B+
Est. Revenue
$20.0M
@ 1% on AUM
Est. EBITDA
$6.0M
@ 30% margin
Est. Deal Value
$48.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BLACKHILL CAPITAL, INC
CRD
105208
SEC file #
801-32051
EIN
000000000
DBA names
—

Economics

AUM
$2.00B
AUM band
$1B+
AUM trajectory
'20'26
$553.9M → $2.00B▲ +261%
Client mix
Individuals High Net Worth48
Individuals Other28
Charitable Organizations5

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
1 advisors → 2 advisors▲ +100%
Primary office
MORRISTOWN NJ
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/18/2026
ADV-W filed at
—
Website
blackhillcapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SCHWARTZ, CARY, MICHAEL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
SCHWARTZ, CARY, MICHAEL
MCINTYRE, GAIL, PATRICIA
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BLACKHILLCAPITAL.COM
Rdap Domain Creation Date
2002-12-30T20:43:39Z
Rdap Firm Age Years
24
Rdap Firm Age Band
20+y
Rdap Registrar
Advanced Internet Technologies, Inc. (AIT)

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0000872162
Edgar Registered
Yes
Edgar Filing Count
123
Edgar First Filing Date
1999-05-06
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
113
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0000872162-26-000006

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Pershing4
E*trade4
Edgar Addresses
Mailing
161 MADISON AVENUEMORRISTOWN, NJ 07960
Business
161 MADISON AVENUEMORRISTOWN, NJ 07960
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-05-14 · 0000872162-26-000006
SCHEDULE 13G2026-02-13 · 0000872162-26-000004
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-30T20:43:39Z
Rdap Domain Last Changed
2025-11-26T04:12:24Z
Rdap Nameservers
Ns1.techlinqhosting.netNs2.techlinqhosting.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
416224
Trust Company Affiliate
No

People (3)

3
SCHWARTZ, CARY, MICHAEL
IAR · Direct Owner · 87.5%
416224
MCINTYRE, GAIL, PATRICIA
Executive Officer · 2.5%
4324991
MARCELLA OTTAVIA FINKEL
IAR
4533558