Hill City Capital LP

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Hill City Capital LP
CRD #306709
SEC #801-118089
CIK #0001837343
AUM 4,864.0 M (2026-04-08)
Employees 7 (71% Investors, 0% Brokers)
Fees
Minimum
Phone617-702-7408
Address121 High Street
Boston, MA 02110
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
5.04.03.02.01.00.02010201520212027
In the News
Tue, 11 Aug 2026 Hill City Capital group (DPC) discloses 7.7M-share, 5.1% position in DPC — Stock Titan
Mon, 10 Aug 2026 Array Technologies (ARRY): Hill City Capital group discloses 8.4% ownership position — Stock Titan
Tue, 04 Aug 2026 Hill City Capital Bids $88M For Spirit Airlines HQ In Dania Beach — Yahoo Finance
Fees and Compensation — Form ADV Part 2A (3/25/2026) [Brochure]
Item 5: Fees and Compensation

The fees applicable to the Funds are set forth in detail in the corresponding Fund’s Offering
Documents. A brief summary of such fees is provided below.

Management Fee

With respect to the Hill City Master Funds, Hill City Capital is paid an investment management
fee (“Management Fee”) for management services for each fiscal quarter. The Management
Fee will be payable quarterly in advance in an amount ranging from 0.25% to 0.375%
(approximately ranging from 1.00% to 1.50% annualized) of the net asset value of each
Investor’s capital account as of the beginning of the then-current calendar quarter, computed
prior to the payment or accrual of any Management Fee or Incentive Allocation (as defined
below).

With respect to the Hill City Funds, Hill City Capital is paid a Management Fee for management
services for each fiscal quarter. The Management Fee will be payable quarterly in advance in
an amount ranging from 0.125% to 0.250% (approximately ranging from 0.50% to 1.00%
annualized) of each Investor’s aggregated Capital Contributions to the Company, less any
distributions to such Investor in respect of the Portfolio Company that represent Capital
Distributions.

The capital account of an Investor admitted other than on the first business day of a calendar
quarter (and the capital account of an Investor that makes an additional capital contribution
on a day other than the first business day of a calendar quarter) will be subject to a pro rata
portion of the Management Fee charged for such quarter based upon the portion of the
quarter for which it is an Investor. No portion of the Management Fee will be refunded if an
Investor is permitted to withdraw on a date other than the end of a calendar quarter.

Hill City Capital LP                                                Form ADV Part 2A Brochure

Hill City Capital, in its sole discretion, may elect to reduce, waive or calculate differently the
Management Fee with respect to any Investor. However, no such waiver, reduction or rebate
will adversely impact any other Investor or cause them to bear a higher portion of the
Management Fee than they would bear absent such waiver, reduction or rebate.

Incentive Allocation

With respect to the Hill City Master Funds, the Fund General Partner is generally entitled to
receive an incentive allocation (“Incentive Allocation”). Generally, at the end of each fiscal
year (or other accounting period when a calculation of the Incentive Allocation is required) of
the Hill City Master Funds, the Fund General Partner will have reallocated to its capital account
in the Hill City Master Funds an amount equal to a portion of the Net Increase attributable to
each Investor’s capital account maintained for its Interests for such fiscal year, provided that
no Incentive Allocation shall be made for a given fiscal year (or other accounting period), from
such Investor unless the Net Increase equals or exceeds the Hurdle Amount (as defined below)
for the applicable fiscal year (or other accounting period). The “Hurdle Amount” for each fiscal
year (or other accounting period) shall be the amount equal to the return that would have
accrued had an Investor’s capital contribution achieved a five percent (5%) annual rate of
return. The Incentive Allocation will generally be 20%.

The Fund General Partner, in its sole discretion, may elect to reduce, waive or calculate
differently the Incentive Allocation with respect to any Investor. However, no such waiver,
reduction or rebate will adversely impact any other Investor or cause them to bear a higher
portion of the Incentive Allocation than they would bear absent such waiver, reduction or
rebate.

With respect to the Hill City Funds, the Hill City Fund Manager is generally entitled to receive
carried interest (“Carried Interest”). The Hill City Fund Manager will apportion each Investor’s
share of distributable assets of the Company between Net Profit Distributions and Capital
Distributions.
   I.    first, amounts constituting Capital Distributions shall be distributed one hundred
         percent (100%) to such Investor until it has received cumulative distributions equal to
         the aggregate Capital Contributions made by such Investor (less any previously
         returned Capital Contributions);
  II.    second, all amounts (i.e., Net Profit Distributions and Capital Distributions) shall be
         distributed one hundred percent (100%) to such Investor until such Investor has
         received cumulative distributions pursuant to this Section II and Section IV equal to
         the Unpaid Priority Return;
 III.    third, all amounts shall be distributed one hundred percent (100%) to the Hill City
         Fund Manager until the Hill City Fund Manager has received cumulative distributions
         pursuant to this Section III and Section IV with respect to the applicable Investor an
         amount equal to fifteen percent (15%) of the sum of the aggregate amount distributed
         to such Investor pursuant to Sections II and IV and the aggregate distributions to the
         Hill City Fund Manager pursuant to this Section III and Section IV;
 IV.     thereafter, all amounts shall be distributed eighty-five percent (85%) to such Investor
         and fifteen percent (15%) to the Hill City Fund Manager.

The Hill City Fund Manager, in its sole discretion, may elect to reduce, waive or calculate
differently the Carried Interest with respect to any Investor. However, no such waiver,
reduction or rebate will adversely impact any other Investor or cause them to bear a higher
portion of the Carried Interest than they would bear absent such waiver, reduction or rebate.

Hill City Capital LP                                                Form ADV Part 2A Brochure

Payment of Fees

Fees and compensation paid to Hill City or its affiliates by the Funds are generally deducted
...
Account Minimums and Types of Clients — Form ADV Part 2A (3/25/2026) [Brochure]
Item 7: Types of Clients

Hill City provides investment management services to the Funds, as described in Item 4, its
only clients. Investors in the Funds may consist of U.S. and Non-U.S.non-U.S. institutional
investors, charitable foundations, endowments, pension plans, funds of funds, private or
family-owned investment entities, trusts and individuals. Investors in the Funds must meet
certain qualification requirements under applicable federal securities and commodities laws
as set forth in each Fund’s Confidential Offering Documents. The Funds’ stated minimum

Hill City Capital LP                                                Form ADV Part 2A Brochure

initial investment is $5,000,000. Minimum investment amounts may be waived by Hill City in
its sole discretion.
Sector Form 13F Holdings Value ($B)
Mastec Inc 0.7
First Solar Inc 0.4
Dycom Industries Inc 0.3
International Paper Co /New/ 0.1
Granite Construction Inc 0.1
Cemex SAB de CV 0.1
Centuri Holdings Inc 0.1
CRH Public Ltd Co 0.1
Boeing Co 0.1
Array Technologies Inc 0.1
View All
Holdings by Sector ($B)
3.02.41.81.20.60.02021202320252027
Type Form D Funds Date Sold AUM
HF Hill City Fund III LLC 2023-03-31
HF Hill City Fund II LLC 2023-03-31
PE Hill City Fund I LLC [2022-03-28] 209.4 M 362.7 M
Filed 2023-04-12 (D/A) · Exemption 506(c), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
HF Hill City Capital Master Fund LP [2020-01-16] 528.6 M 4,501.3 M
Filed 2025-09-04 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 6 4.9
(g) Pension and profit sharing plans 0 0.0
(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 6 4.9
By Discretionary
Discretionary 6 4.9
Non-Discretionary 0 0.0
Total 6 4.9
By Non-United States Persons
Non-United States Persons 1.4
United States Persons 3.5
Total 6 4.9
Form D Directors Role # Filings # Firms 2011 - 2026
Herbert Frazier Executive Officer 7 2
Hill City Capital LP Executive Officer 3 2
Hill City Fund I GP LLC Executive Officer 1 1
EDGAR Form CIK 2011 - 2026
13F-HR [0001837343]
SC 13G [0001837343]
Form 13D/13G Filer Form 13D/13G Subject Filed
Hill City Capital LP Landbridge Co LLC [2025-02-14]
Hill City Capital LP Landbridge Co LLC [2024-07-08]
Hill City Capital LP Array Technologies Inc [2023-11-17]
Hill City Capital LP Spirit Aerosystems Holdings Inc [2023-10-10]
Hill City Capital LP Triumph Group Inc [2023-09-01]
Hill City Capital LP Atlas Air Worldwide Holdings Inc [2023-02-07]
Firm Profile (Form ADV)
ServesInstitutional
Fund TypesHedge Fund, Private Equity
LEI5493005K04EBQT85JY95
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