Underhill Investment Management LLC

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Underhill Investment Management LLC
CRD #140390
SEC #801-70241
CIK #0001512545
AUM
Employees 6 (50% Investors, 0% Brokers)
Fees
Minimum
Phone415-785-3670
Address100 Drakes Landing Road
Greenbrae, CA 94904
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
2502001501005002008201320192025
Fees and Compensation — Form ADV Part 2A (2/13/2019) [Brochure]
Item 5      Fees and Compensation

Advisory Fees

UIM’s compensation is negotiable and varies, but typically it charges management fees that
are based on a percentage of the market value of each client’s account, according to the fee
schedule below, and subject to a $10,000 minimum annual management fee. All assets in the
account are included in the fee assessment unless specifically excluded in writing. The
management fee is billed quarterly in arrears and prorated for accounts established or
terminated at times other than the start of the quarter. The management fee is based on the
market value of the assets as of the last day of the quarter. Values are derived from
recognized and independent pricing sources as provided by the custodian of the client’s
account and other third parties. UIM uses third-party portfolio accounting software to
calculate client fees. The fee schedule is as follows:

 For the All Cap Equity Strategy
 Value of Account Assets                                           Annual Fee Rate
 On the first $5,000,000                                           1.00% plus
 On the next $5,000,000                                            0.75% plus
 On the next $5,000,000                                            0.625% plus
 On market value over $15,000,000                                  0.50%

 Minimum account size                                              $1,000,000
 Minimum annual management fee                                     $10,000

 For the Balanced Strategy                                         Annual Fee Rate

 On Account assets invested in the All Cap Equity Strategy         See fee schedule above

 On Account assets invested in fixed income instruments            0.50%

 On Account assets held in cash or cash equivalents                0.75%

 Minimum account size                                              $1,000,000
 Minimum annual management fee                                     $10,000

Clients customarily authorize UIM to deduct its management fees directly from their
custodial accounts. This authorization is granted under the terms of the client’s signed
investment management agreement and the client’s instructions to the custodian. Clients

may also elect to pay, or have the custodian pay, UIM’s fees separately, rather than having
them deducted directly from their accounts. It is the client’s responsibility to verify the
accuracy of the fee calculation, as the custodian will not determine whether the fee is
properly calculated.

UIM does not use margin in managing a client account unless a client specifically requests it.

Mutual funds, closed-end funds and exchange traded funds incur investment advisory fees
and other operating expenses, and typically pass some or all of these expenses through to
their investors in the form of management fees. In addition, such funds may charge their
investors other fees, such as early redemption or transaction fees. Any UIM client whose
account is invested in such funds therefore pays, in addition to UIM’s management fees, the
expenses and advisory fees charged by those funds.

UIM believes that its fees are competitive with the fees charged by other investment advisers
for comparable services. However, comparable services may be available from other sources
for lower fees than those charged by UIM. UIM receives no commissions on investment
products purchased or sold for client accounts.

UIM’s clients may terminate their investment management agreements at any time, upon 30
day’s written notice. The account’s expenses and a pro-rated portion of the management fee
through the termination date are charged to the account.

Each account is responsible for its own costs and expenses, including trading costs and
expenses (such as brokerage commissions, sales credits/concessions to bond underwriters,
and clearing and settlement charges), custodial fees, transfer taxes, wire transfer and
electronic funds fees, and other fees and taxes on brokerage accounts and securities
transactions. UIM bears its own operating, general, administrative and overhead costs and
expenses, other than the expenses described above. All or part of these costs and expenses
may be paid, however, by brokerage firms at which client accounts are custodied and that
execute clients’ securities trades, as discussed in Item 12 below.
Account Minimums and Types of Clients — Form ADV Part 2A (2/13/2019) [Brochure]
Item 7      Types of Clients

UIM’s clients may include high net worth individuals, trusts and estates, pension plans,
institutions, endowments, corporations and other business entities. UIM generally requires a
minimum account size of $1,000,000, but may waive this minimum. Related accounts for a
single client or related clients may be aggregated to meet the minimum. UIM’s minimum
annual investment management fee is $10,000, but it may waive this minimum.
Sector Form 13F Holdings Value ($M)
Intel Corp 18.0
Keysight Technologies Inc 17.1
Graco Inc 16.6
Interactive Brokers Group Inc 16.1
Estee Lauder Companies Inc 12.4
Gilead Sciences Inc 12.3
Liberty Media Corp 11.8
Horton D R Inc /DE/ 11.2
Docusign Inc 8.6
Fedex Corp 7.7
View All
Holdings by Sector ($M)
2502001501005002012201420172020
Type Form D Funds Date Sold AUM
HF CAA Partners LP [2012-03-29] 4.4 M 4.7 M
Filed 2012-12-11 (D/A) · Exemption 506, 3(c), 3(c)(1) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 80 116.7
(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 6.4
(h) Charitable organizations 10 52.5
(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 5 15.6
(n) Other 0 0.0
Total 99 191.1
By Discretionary
Discretionary 99 191.1
Non-Discretionary 0 0.0
Total 99 191.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 191.1
Total 99 191.1
Form D Directors Role # Filings # Firms 2011 - 2026
David Post Executive Officer 9 3
Llenroc Capital LLC Executive Officer 1 1
EDGAR Form CIK 2011 - 2026
13F-HR [0001512545]
Firm Profile (Form ADV)
Discretionary AUM$0.2B
ServesInstitutional, Retail
Fund TypesHedge Fund
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