Lucashill, LLC

Fee-Only (% of Portfolio)

Lucashill, LLC is an investment advisory firm founded in 2022 and located in Dallas, Texas. The firm provides discretionary investment management services primarily to affiliated and unaffiliated privately offered pooled investment vehicles, utilizing a multi-manager, multi-strategy diversified investment approach commonly known as a fund-of-funds. Lucashill allocates client assets to third-party managed private funds, separately managed accounts, and alternative asset classes. The firm manages approximately $575 million in assets and serves sophisticated, qualified investors such as high-net-worth individuals, family offices, and institutions. Lucashill is led by Ryan E. Roderick, who serves as the principal owner and Chief Investment Officer.

Assets Under Management$580M
Clients5
AdvisorsN/A
Avg. per Client$120M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Affiliated clients typically pay a management fee of 1% per annum, plus performance fees/carried interest of up to 20% of net profits or incentive allocations of 5% to 20%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

0 Advisors at this firm

No advisors found for this firm.
Lucashill, LLC - Fees, AUM & Advisors | TrueAdvisor