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GREAT HILL ADVISORY
Legal name: GREAT HILL ADVISORY LTD.
CRD 283228File 801-120689
APPROVED
Retail clients
Filing as of Jun 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$218.4M
Below cohort median (national)
Discretionary AUM
$218.4M
Clients
118
391 accounts
Employees
8
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 2, 2021
- Principal office
- 174 MAIN ST., PORT WASHINGTON, NY, 11050
- Phone
- 516-500-1248
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $218.4M
- Discretionary AUM
- $218.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 391
- Non-discretionary accounts
- 0
- Total accounts
- 391
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 2 | $4.4M |
| High net worth individuals | 67 | $198.9M |
| Individuals (other than high net worth individuals) | 49 | $15.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — FEE'S BASED ON NET WORTH
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.