Hill Path Capital LP (New York)


Hill Path Capital LP is a large advisory firm based in New York. It manages $882.46 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2016.

Hill Path Capital 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.

Hill Path Capital: assets under management

The assets under management (AUM) of Hill Path Capital LP is $882.46 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 269% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $882.46 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $88.25 million each.
Hill Path Capital has custody of $15.59 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hill Path Capital 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 Hill Path Capital serves?

The only and largest group of clients of Hill Path Capital is pooled investment vehicles with 10 clients and $882.46 million of assets under management. Among the 9 most similar advisory firms, Hill Path Capital has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $882.46 million for 10 clients. None of the firm’s clients are foreign persons or businesses.

Hill Path Capital also advises several private funds. Namely, eight hedge funds and one liquidity fund. The minimum investment commitment required of non-related persons ranges from $35,000 to $10,000,000.

Careers at Hill Path Capital LP

The company employs 6 people that are either part- or full-time employees. 83 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
Lawrence Francis Juliano Chief financial officer and chief compliance officer 1 Nov 2015 Other 6575298
Scott Ian Ross Limited partner and managing partner 1 Jan 2016 75% - 100% 4567585
Hill Path Holdings Llc General partner of hill path capital lp 1 Jan 2016 Other 47-2327214
James Chambers Partner 1 Aug 2016 Other 5175669
Liam Timothy O'sullivan Chief financial officer and chief compliance officer 1 Jun 2017 Other 6808871
Stuart Schnabolk Chief financial officer and chief compliance officer 1 Jul 2019 Other 5545492

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Scott Ian Ross Member 1 Nov 2014 75% - 100% 4567585

Based in New York

The principal office where Hill Path Capital LP performs its advisory services is located at 150 East 58 Th Street, New York, NY 10155, 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 212-632-5420. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at hillpathcap.com.