SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Sachem Hill LLC
Denver, CO
CRD 174210
Firm filing updated March 24, 2026 ·
- $1.2BAssets
- 141Clients
- 5Advisory staff
- 505Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- OtherYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- High net worth individuals99
- Individuals37
- Pooled vehicles5
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 37 | $12.5 million |
| High net worth individuals | 99 | $941.6 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 5 | $230.1 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 4 services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$1.2 billion
- Accounts505
- Discretionary$1.2 billion · 497 accounts
- Non-discretionary$19.9 million · 8 accounts
People
- Employees8
- Advisory staff5
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients1 to 10
Advisors
3 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 174210, SEC file 801-110952.
- Registered with the SEC as an investment advisor (status date on record: August 1, 2017).
Is Sachem Hill LLC a fiduciary?
Short answer: Sachem Hill LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.