Alder Hill Management LP (New York)


Alder Hill Management LP is a large advisory firm based in New York. It manages $285.7 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of New York.

Alder Hill Management 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.

Alder Hill Management: assets under management

The assets under management (AUM) of Alder Hill Management LP is $285.7 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 195% since the beginning of its operation, and $114.71 million of the total AUM is attributable to clients outside of the United States.

The firm manages $285.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $35.71 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Alder Hill Management LP for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Alder Hill Management serves?

The only and largest group of clients of Alder Hill Management is pooled investment vehicles with 8 clients and $285.7 million of assets under management. Among the 9 most similar advisory firms, Alder Hill Management has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $285.7 million for 8 clients. 40% of the firm’s clients are foreign persons or businesses.

Alder Hill Management also advises several private funds. Namely, five hedge funds. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.

Careers at Alder Hill Management LP

The company employs 6 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There are 2 people 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
Mark David Unferth Limited partner 1 Feb 2014 25% - 50% 2621834
Eric Ms Yip Limited partner 1 Feb 2014 50% - 75% 4573864
Alder Hill Management Gp Llc General partner 1 Feb 2014 Other 46-5109499
Gregory Richard Pearson Chief compliance officer 1 Mar 2014 Other 5949363
Louisa E Serene Chief administrative officer 1 May 2015 Other 4218898
Kristin Marie Viola Chief compliance officer 1 Mar 2019 Other 7074741

Based in New York

The principal office where Alder Hill Management LP performs its advisory services is located at 1330 Avenue Of The Americas, New York, NY 10019, 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 212-707-1000 or by fax 212-707-1070. The normal business hours are 9:00am-5:00pm on Monday - Friday.