Hillman Capital Management provides investment management services to individuals, high net worth individuals, pensions, charities, and a proprietary mutual fund called The Hillman Value Fund. Founded in 1998 and based in Bethesda, Maryland, Hillman Capital Management focuses on long-term capital appreciation by investing primarily in large-company stocks with sustainable competitive advantages, purchased at a discount to their estimated intrinsic value. The firm offers separate account strategies including Focused Advantage Value, Advantage Value Equity, and a Balanced Conservative strategy that blends stocks and fixed income. Hillman Capital Management manages accounts on both a discretionary and non-discretionary basis, and participates in various wrap fee and sub-advisory programs through intermediaries.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $20.0M | 0.85% |
| $20.0M - $70.0M | 0.75% |
| $70M+ | 0.50% |
Fees are negotiable. Sub-advisory and dual contract accounts may have different breakpoints or lower initial rates, but will not exceed the separate account rate on the first $5 million.