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| Fox Hill Wealth Management
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|---|---|
| CRD # | 321881 |
| SEC # | 801-127922 |
| CIK # | 0002016110 |
| AUM | $251.8 M (2025-03-31) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 781-613-2600 |
| Address | 84 Bridge Street Dedham, MA 02026 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 21.0 | ||
| Nvidia Corp | 10.9 | ||
| Apple Inc | 9.0 | ||
| Netflix Inc | 7.4 | ||
| Lilly Eli & Co | 7.2 | ||
| Facebook Inc | 5.8 | ||
| Amazon Com Inc | 5.7 | ||
| Palantir Technologies Inc | 5.7 | ||
| SPDR Gold Trust | 5.1 | ||
| Spring Valley Acquisition Corp | 4.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 57 | 159.1 |
| (b) Individuals (high net worth individuals) | 315 | 91.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,131 | 251.8 |
| By Discretionary | ||
| Discretionary | 1,060 | 237.0 |
| Non-Discretionary | 71 | 14.8 |
| Total | 1,131 | 251.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 251.8 | |
| Total | 1,131 | 251.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002016110] |
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|---|---|---|
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Pacifica Partners Inc
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0.3 | |
|
CBG & Company Inc
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|
IN | 0.3 |
|
BNB Wealth Management LLC
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MD | 0.3 |
|
Westco Advisory Services Inc
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NY | 0.3 |
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Peak Financial Advisors LLC
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CO | 0.3 |
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Hardy & Hardy Co LLC
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OH | 0.3 |
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Norris Financial Group LLC
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SC | 0.3 |
|
Glass Wealth Management Co LLC
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|
TX | 0.3 |
|
Capital Cities Investments
✚
|
IN | 0.3 |
|
Alamar Capital Management LLC
✚
|
CA | 0.3 |