AdvisorCensus / Financial advisors / New York / New York / Great Hill Advisory
Great Hill Advisory
Filed as GREAT HILL ADVISORY · Legal name Great Hill Advisory Ltd.
Great Hill Advisory is an SEC-registered investment advisory firm in Port Washington, NY, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 17, 2026.
Quick answers
From the filingHow is Great Hill Advisory compensated?
On its Form ADV (Item 5.E, October 2026), Great Hill Advisory reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.
Where is Great Hill Advisory located?
Great Hill Advisory's principal office is in Port Washington, NY, according to its Form ADV; the June 2025 filing also lists 1 other office (Schedule D, Section 1.F).
Is Great Hill Advisory registered with the SEC or a state?
Great Hill Advisory is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 283228.
How much does Great Hill Advisory manage?
Great Hill Advisory reports $218,409,500 in regulatory assets under management in its Form ADV filing dated June 17, 2026 (100% discretionary).
How have Great Hill Advisory's assets and staff changed since 2021?
In the Form ADV data for Great Hill Advisory: Regulatory assets under management: $104,200,000 in the October 2021 data and $218,409,500 in the October 2026 data, up 110%. Total employees: 3 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Great Hill Advisory serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (67); individuals (other than high net worth individuals) (49); charitable organizations (2).
Which custodians does Great Hill Advisory use?
Great Hill Advisory's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Betterment Securities and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.
Does Great Hill Advisory report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283228
Does Great Hill Advisory state an account minimum?
Its Form ADV Part 2A brochure dated June 17, 2026 says: "We do not have a minimum account size requirement."
What changed in Great Hill Advisory's recent Form ADV filings?
In the March 2026 filing data: Employees performing advisory functions went from 3 to 2. Regulatory assets under management went from $178,440,366 to $218,409,500 (+22%). No longer lists an office in Huntington, NY. Registered or notice-filed in CA.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
We do not have a minimum account size requirement.
Minimum annual fee: $3,000
The brochure's wording
Great Hill Advisory, Ltd., also dba Bayside Tax and Wealth, has a quarterly retainer fee starting at an annualized 0.7% of investable assets, with a minimum annual fee of $3,000 per year.
As stated in the firm's Form ADV Part 2A brochure dated June 17, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$218,409,500 as of October 2026, filing dated June 17, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Legal name
- Great Hill Advisory Ltd.
- Also doing business as
- BAYSIDE TAX & WEALTH
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (5 years)
- Employees
- Total: 8. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the June 2025 filing
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $218,409,500 | 8 | June 17, 2026 |
| October 2025 | $178,440,366 | 6 | May 1, 2025 |
| October 2024 | $138,236,135 | 4 | July 23, 2024 |
| October 2023 | $137,166,363 | 4 | May 16, 2023 |
| October 2022 | $153,000,000 | 5 | March 10, 2022 |
| October 2021 | $104,200,000 | 3 | August 19, 2021 |
Regulatory assets under management: $104,200,000 in the October 2021 data and $218,409,500 in the October 2026 data, up 110%.
Total employees: 3 in October 2021 and 8 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Employees performing advisory functions went from 3 to 2.
- Regulatory assets under management went from $178,440,366 to $218,409,500 (+22%).
- No longer lists an office in Huntington, NY.
- Registered or notice-filed in CA.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Great Hill Advisory (CRD 283228): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/great-hill-advisory-port-washington-ny-283228