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Adviser Profile

As of Date 05/06/2024
Adviser Type - Large advisory firm
Number of Employees 8
of those in investment advisory functions 5
Registration SEC, Approved, 3/30/2012
AUM* 645,659,985 -0.76%
of that, discretionary 645,659,985 -0.76%
Private Fund GAV* 645,659,985 -0.76%
Avg Account Size 215,219,995 -0.76%
SMA’s No
Private Funds 3
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
756M 648M 540M 432M 324M 216M 108M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$556,759,233
Fund TypeOther Private Fund Count1 GAV$88,900,752

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Top Holdings

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Brochure Summary

Overview

Richmond Hill Investments, LLC is a Delaware limited liability company formed in 2008. Essex Equity Holdings, LLC is the sole owner of Richmond Hill Investments, LLC. John Liu is the principal owner of Essex Equity Holdings, LLC. Richmond Hill Investment Co., LP is a Delaware limited partnership formed in 2010, and is an affiliate under common control with Richmond Hill Investments, LLC that relies on Richmond Hill Investments, LLC’s registration with the SEC. The principal owner of Richmond Hill Investment Co., LP is Richmond Hill Capital Management, LLC. Ryan Taylor is the principal owner of Richmond Hill Capital Management, LLC. The Firm provides discretionary investment management services to private pooled investment vehicles (the “Funds” or the “Clients”). The Funds are exempt from registration under the Investment Company Act of 1940, as amended (the “Investment Company Act”), pursuant to either Section 3(c)(1) or 3(c)(7) of the Investment Company Act. Interests in the Fund are privately offered only to investors meeting certain qualifications. Generally, the Funds’ investors are high net worth individuals or institutions, such as trusts, family offices, and other professional investors. The Firm invests in publicly traded and private equity and debt securities, and invests in other financial instruments, on behalf of its Clients. The Firm invests with a focus
on creating long-term value for Clients and mitigating the risk of capital loss to the extent reasonably practicable. The Firm seeks to make opportunistic investments across multiple asset classes, while employing a research-intensive, analytic process. The Firm seeks to achieve this goal by investing, on behalf of the Clients, in various types of securities or other instruments, including without limitation equity, corporate debt, municipal or government securities, derivatives or any other type of security or other instrument. For more information on the Firm’s specific investment strategies and methods of analysis, please see Item 8: “Methods of Analysis, Investment Strategies and Risk of Loss.” When advising its Clients with respect to investments, the Firm carefully considers the risk/return profile of its investments to ensure that the investment is within the Firm’s strategy of preserving capital while offering potentially attractive return characteristics. The Firm also considers the diversification of Client portfolios when advising its Clients. The Firm does not personalize its advisory services to the individual needs of investors in its Clients. The Firm does not participate in wrap fee programs. The Firm managed $645,659,985 on a discretionary basis as of December 31, 2023. The Firm does not manage assets on a non-discretionary basis.