|
⚲
|
| Keyboard |
| Palatine Hill LLC
✚
|
|
|---|---|
| CRD # | 305619 |
| SEC # | 801-117400 |
| CIK # | |
| AUM | 295.9 M (2026-06-24) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 734-218-0085 |
| Address | 148 Pierce Street Birmingham, MI 48009 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 233 | 124.1 |
| (b) Individuals (high net worth individuals) | 46 | 163.2 |
| (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 | 0.0 |
| (h) Charitable organizations | 0 | 0.5 |
| (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 | 9 | 8.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,426 | 295.9 |
| By Discretionary | ||
| Discretionary | 1,407 | 293.8 |
| Non-Discretionary | 19 | 2.1 |
| Total | 1,426 | 295.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 295.9 | |
| Total | 1,426 | 295.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Matters Capital LLC
✚
|
FL | 296.8 M |
|
USA Financial Securities LLC
✚
|
MI | 296.5 M |
|
Austin Money Management Corporation
✚
|
TX | 296.1 M |
|
Orchid Advisory LLC
✚
|
TX | 295.7 M |
|
Square Advisors LLC
✚
|
295.5 M | |
|
Huber Weakland & Associates Inc
✚
|
MD | 295.3 M |
|
Union Heritage Capital
✚
|
MI | 295.2 M |
|
Douglas Capital Management Inc
✚
|
FL | 295.2 M |
|
Marmo Financial Group LLC
✚
|
TN | 295.2 M |
|
Carpenter Claydon Advisors Inc
✚
|
FL | 294.9 M |