Sachem Hill Llc
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 141
- Avg AUM / client
- $8.4M
- Accounts
- 505
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 37 | $12.5M | 1.06% |
| High net worth individuals | 99 | $942M | 79.5% |
| Pooled investment vehicles (non-investment companies) | 5 | $230M | 19.4% |
Private funds (9)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $215M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Shearwater Fund, Lp | Hedge Fund | Delaware | $85.3M | 92 |
| Peregrine Private Equity Fund I Lp | Private Equity Fund | Delaware | $29.1M | 63 |
| Peregrine Private Equity Fund Ii Lp | Private Equity Fund | Delaware | $26.8M | 80 |
| Longspur Fund Ii Lp | Private Equity Fund | Delaware | $19.6M | 70 |
| Petrel Capital Fund Lp | Hedge Fund | Delaware | $17.5M | 55 |
| Auklet Fund Iii Lp | Private Equity Fund | Delaware | $11.9M | 74 |
| Longspur Fund I, Lp | Private Equity Fund | Delaware | $9.9M | 42 |
| Auklet Fund Ii Lp | Private Equity Fund | Delaware | $9.5M | 57 |
| Auklet Fund Lp | Private Equity Fund | Delaware | $5.1M | 40 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael John Sherman | Member And Manager | Nov 2014 (12y) | 50% – 75% | |
| Theodore Andrew Harris | Member And Manager | Jun 2016 (10y) | 50% – 75% | |
| Bolton, Oana, Nm | Chief Compliance Officer And Coo | Jun 2017 (9y) | Less than 5% | |
| Doug Scott Morris | Registered representative | CFP | Apr 2019 (7y) | |
| Anthony Marion Coppola | Registered representative | CFP | Mar 2020 (6y) | |
| Daniel William Barton | Registered representative | Mar 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (9, $215M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Shearwater Fund, Lp | Hedge Fund | $85.3M | $250K | 92 |
| Peregrine Private Equity Fund I Lp | Private Equity Fund | $29.1M | $250K | 63 |
| Peregrine Private Equity Fund Ii Lp | Private Equity Fund | $26.8M | $250K | 80 |
| Longspur Fund Ii Lp | Private Equity Fund | $19.6M | $250K | 70 |
| Petrel Capital Fund Lp | Hedge Fund | $17.5M | $250K | 55 |
| Auklet Fund Iii Lp | Private Equity Fund | $11.9M | $250K | 74 |
| Longspur Fund I, Lp | Private Equity Fund | $9.9M | $250K | 42 |
| Auklet Fund Ii Lp | Private Equity Fund | $9.5M | $250K | 57 |
| Auklet Fund Lp | Private Equity Fund | $5.1M | $250K | 40 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 1.95 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • PERFORMANCE-BASED ALLOCATIONS AND CARRIED INTEREST DISTRIBUTIONS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $694M (59% of AUM) Mar 2026
- Fidelity Brokerage Services $163M (14% of AUM) Mar 2026
- Pershing $138M (11% of AUM) Aug 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗