Great Hill Partners, LP (Boston)

Name: Great Hill Partners, LP
Address: 200 Clarendon Street, Boston, MA, 02116
Telephone: 617-790-9400

Great Hill Partners, LP is a large advisory firm based in Boston. It manages $4.81 billion of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Massachusetts.

Great Hill Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Great Hill Partners: assets under management

The assets under management (AUM) of Great Hill Partners, LP is $4.81 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 73% since the beginning of its operation, and $159.35 million of the total AUM is attributable to clients outside of the United States.

The firm manages $4.81 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $320.4 million each.

Great Hill Partners has custody of $4.81 billion in cash and securities for 15 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Great Hill Partners, LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Great Hill Partners serves?

The only and largest group of clients of Great Hill Partners is pooled investment vehicles with 15 clients and $4.81 billion of assets under management. Among the 11 most similar advisory firms, Great Hill Partners has the 6th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $4.81 billion for 15 clients. 40% of the firm’s clients are foreign persons or businesses.

Great Hill Partners also advises several private funds. Namely, fifteen private equity funds.

Careers at Great Hill Partners, LP

The company employs 51 people that are either part- or full-time employees. 69 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Great Hill Chris Trust	Limited partner	1 Feb 1999	Other	04-3463168
Christopher S Gaffney	Executive officer	1 Feb 1999	Other	5930660
Great Hill John Trust	Limited partner	1 Feb 1999	Other	04-3463232
John G Hayes	Executive officer	1 Feb 1999	Other	5930656
Laurie Gerber	Chief financial officer / chief compliance officer	1 May 2002	Other	5930665
Great Hill Matt Trust	Limited partner	1 Jan 2008	Other	05-6149495
Matthew T Vettel	Executive officer	1 Jan 2008	Other	5930663
Michael Andrew Kumin	Executive officer	1 Jul 2012	Other	2526659
Mark Douglas Taber	Executive officer	1 Jul 2012	Other	6174329
Llc Great Hill Advisors	General partner	1 Apr 2014	Other	46-5489268
Llc Great Hill Holdings	Limited partner	1 Apr 2014	75% - 100%	46-5463964
John Stephen Dwyer	Chief financial officer / chief compliance officer	1 Jan 2018	Other	6900930

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Christopher S Gaffney	Manager	1 Apr 2014	Other	5930660
Matthew T Vettel	Manager	1 Apr 2014	Other	5930663
Michael Andrew Kumin	Manager	1 Apr 2014	Other	2526659
Mark Douglas Taber	Manager	1 Apr 2014	Other	6174329
John G Hayes	Manager	1 Apr 2014	Other	5930656

Based in Boston

The principal office where Great Hill Partners, LP performs its advisory services is located at 200 Clarendon Street, Boston, MA 02116, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-790-9400 or by fax 617-790-9401. The normal business hours are 9:00 a.m. - 5:00 p.m. (est) on Monday - Friday. You can find more information about the New York firm at greathillpartners.com.