SACHEM HILL LLC

C24
CRD 174210·SEC 801-110952·DENVER, CO
AUM
$1.18B
$1B+
Est. Revenue
$11.8M
@ 1% on AUM
Est. EBITDA
$3.6M
@ 30% margin
Est. Deal Value
$28.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SACHEM HILL LLC
CRD
174210
SEC file #
801-110952
EIN
450905987
DBA names

Economics

AUM
$1.18B
AUM band
$1B+
AUM trajectory
'20'26
$430.4M → $1.18B▲ +175%
Client mix
Individuals High Net Worth99
Individuals Other37
Pooled Investment Vehicles5

Operations

Employees (total)
8
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
3 advisors → 5 advisors▲ +67%
Primary office
DENVER CO
Branches

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesSelection of other advisers
Fee basis
% of AUMFixed feesOther Compensation

Filings

Latest ADV filing
03/24/2026
ADV-W filed at

Compliance

Disclosures (firm)
0
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HARRIS, THEODORE, ANDREW
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
HARRIS, THEODORE, ANDREW
BOLTON, OANA, NM
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
SACHEMHILL.COM
Rdap Domain Creation Date
2024-12-05T17:37:29Z
Rdap Firm Age Years
2
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001707571
Edgar Registered
Yes
Edgar Filing Count
10
Edgar First Filing Date
2017-05-25
Edgar Last Filing Date
2025-08-20
Edgar Form D Count
10
Edgar Form D Offerings
2025-08-202025-08-20 · 0000935836-25-000545
2025-03-052025-03-05 · 0000935836-25-000211

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
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Pershing20
Charles Schwab6
Fidelity4
E*trade4
Edgar Addresses
Mailing
250 FILLMORE STREETSUITE 650DENVER, CO 80206
Business
250 FILLMORE STREETSUITE 650DENVER, CO 80206
Edgar EIN
450905987
Edgar Recent Filings
D/A2025-08-20 · 0000935836-25-000545
D/A2025-03-05 · 0000935836-25-000211
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-12-05T17:37:29Z
Rdap Domain Last Changed
2025-07-24T18:36:21Z
Rdap Nameservers
Ns17.domaincontrol.comNs18.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4710388
Trust Company Affiliate
No