Foxhill Capital Partners, LLC (Juno Beach)

Name: Foxhill Capital Partners, LLC
Address: 14225 Us Hwy 1, Juno Beach, FL, 33408
Telephone: 5613355330

Foxhill Capital Partners, LLC is a large advisory firm based in Juno Beach. It manages $210 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Florida.

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

Foxhill Capital Partners: assets under management

The assets under management (AUM) of Foxhill Capital Partners, LLC is $210 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 209% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $210 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $30 million each.

Investments

The firm invests in government bonds the most. They account for 69% of the total AUM. The second-largest asset type is other assets, which make up 19% of the firm’s portfolio. Investments in non-investment grade corporate bonds form 9% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Foxhill Capital Partners, LLC for their services and products based on a percentage of assets under management 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 Foxhill Capital Partners serves?

The only and largest group of clients of Foxhill Capital Partners is pooled investment vehicles with 4 clients and $191.83 million of assets under management. Among the 7 most similar advisory firms, Foxhill Capital Partners has the 4th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $191.83 million for 4 clients. None of the firm’s clients are foreign persons or businesses.

Foxhill Capital Partners also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Foxhill Capital Partners, LLC

The company employs 6 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person 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
Neil A Weiner	Managing member	1 Sep 2005	75% - 100%	1581655
Charles Murphy	Chief financial officer/chief compliance officer	1 Aug 2006	Other	5042315
Laura N Pollack	Member	1 Jan 2012	Other	xxx-xx-xxxx
Ravena Khan	Comptroller & chief compliance officer	1 Dec 2012	Other	xxx-xx-xxxx
Patricia Jean Young	Chief compliance officer	1 Jun 2014	Other	1847232

Based in Juno Beach

The principal office where Foxhill Capital Partners, LLC performs its advisory services is located at 14225 Us Hwy 1, Juno Beach, FL 33408, 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 5613355330. The normal business hours are 9am to 6pm on Monday - Friday. You can find more information about the New York firm at foxhillcapital.com.