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SACHEM HILL LLC

CRD 174210File 801-110952
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.18B
Above cohort median (national)
Discretionary AUM
$1.16B
Non-discretionary $19.9M
Clients
141
505 accounts
Employees
8
Top 25% of cohort in CO

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
DRO
Registration date
Aug 1, 2017
Principal office
250 FILLMORE ST., SUITE 650, DENVER, CO, 80206
Phone
303-625-6868

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.18B
Discretionary AUM
$1.16B
Non-discretionary AUM
$19.9M
Discretionary accounts
497
Non-discretionary accounts
8
Total accounts
505
AUM per client
$8.4M

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals99$941.6M
Pooled investment vehicles5$230.1M
Individuals (other than high net worth individuals)37$12.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Fixed fees
  • Other (described) — PERFORMANCE-BASED ALLOCATIONS AND CARRIED INTEREST DISTRIBUTIONS
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Selection of other advisers
  • Portfolio management for pooled investment vehicles
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Clients184141decreased by43
Apr 1, 2026AUM$1,230,249,430$1,184,227,663decreased by$46,021,767
Apr 1, 2026Accounts184505increased by321
Dec 1, 2025
vs May 1, 2025
Employees118decreased by3
Dec 1, 2025
vs May 1, 2025
AUM$1,228,995,614$1,230,249,430increased by$1,253,816
May 1, 2025
vs Oct 1, 2022
Employees1011increased by1
May 1, 2025
vs Oct 1, 2022
Clients163184increased by21
May 1, 2025
vs Oct 1, 2022
AUM$1,102,743,692$1,228,995,614increased by$126,251,922
May 1, 2025
vs Oct 1, 2022
Accounts163184increased by21
Apr 1, 2022Employees810increased by2
Apr 1, 2022Clients153163increased by10
Apr 1, 2022AUM$869,258,208$1,102,743,692increased by$233,485,484
Apr 1, 2022Accounts153163increased by10
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “SACHEM HILL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SACHEM HILL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.