RIA Intel›Advisers›California›KATAM HILL LLC

KATAM HILL LLC

Advisory

SHERMAN OAKS, CA

Data as of Jul 13, 2026 · Source: SEC Form ADV

Rank in CA
#3,624
of 5,480 advisers by AUM
Average account
$573K
across 74 accounts
AUM per adviser
$42M
1 adviser

Source: SEC Form ADV. Figures as filed Jul 13, 2026.

Total AUM
$42M
Discretionary %
96%
Clients
65
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$42M
Discretionary AUM$41M
Non-Discretionary AUM$2M
Discretionary %96%
Total Clients65
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, FL, NY, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

BEECHER INVESTMENT MANAGEMENT
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$42M
THE WEALTH COLLECTIVE, LLC
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$42M
BRIGHTVIEW FINANCIAL SOLUTIONS, LLC
REDWOOD CITY, CA
$42M
STANDARD REAL ESTATE INVESTMENTS, LP
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$43M
ALTERNATIVE ACCESS FUNDS, LLC
EL SEGUNDO, CA
$43M
+70.4% 1Y

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