{
  "crd_number": 283228,
  "slug": "great-hill-advisory-port-washington-ny-283228",
  "primary_business_name": "GREAT HILL ADVISORY",
  "legal_name": "GREAT HILL ADVISORY LTD.",
  "dbas": [
    "BAYSIDE TAX & WEALTH"
  ],
  "city": "Port Washington",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-04-02",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-06-17",
  "carried_forward": false,
  "raum_total": 218409500.0,
  "raum_discretionary": 218409500.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 8,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 4401220.0,
      "count": 2
    },
    "individuals": {
      "raum": 15148023.0,
      "count": 49
    },
    "high_net_worth_individuals": {
      "raum": 198860257.0,
      "count": 67
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "MA",
    "NY"
  ],
  "websites": [
    "https://baysidetaxandwealth.com",
    "https://greathilladvisory.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283228",
  "city_as_filed": "PORT WASHINGTON",
  "url": "https://advisorcensus.com/firm/great-hill-advisory-port-washington-ny-283228",
  "display_name": "Great Hill Advisory",
  "summary": "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.",
  "citation": "AdvisorCensus. Great Hill Advisory (CRD 283228): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Great Hill Advisory compensated?",
      "a": "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."
    },
    {
      "q": "How much does Great Hill Advisory charge?",
      "a": "Its Form ADV Part 2A brochure dated June 17, 2026 states: Subscription: $3,000 a year (Comprehensive Financial Planning - Retainer Fee). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Great Hill Advisory located?",
      "a": "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)."
    },
    {
      "q": "Is Great Hill Advisory registered with the SEC or a state?",
      "a": "Great Hill Advisory is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 283228."
    },
    {
      "q": "How much does Great Hill Advisory manage?",
      "a": "Great Hill Advisory reports $218,409,500 in regulatory assets under management in its Form ADV filing dated June 17, 2026 (100% discretionary)."
    },
    {
      "q": "How have Great Hill Advisory's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Great Hill Advisory serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Great Hill Advisory use?",
      "a": "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."
    },
    {
      "q": "Does Great Hill Advisory report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Great Hill Advisory state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 17, 2026 says: \"We do not have a minimum account size requirement.\""
    },
    {
      "q": "What changed in Great Hill Advisory's recent Form ADV filings?",
      "a": "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."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 104200000.0,
      "total_employees": 3,
      "filing_date": "2021-08-19"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 153000000.0,
      "total_employees": 5,
      "filing_date": "2022-03-10"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 137166363.0,
      "total_employees": 4,
      "filing_date": "2023-05-16"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 138236135.0,
      "total_employees": 4,
      "filing_date": "2024-07-23"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 178440366.0,
      "total_employees": 6,
      "filing_date": "2025-05-01"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 218409500.0,
      "total_employees": 8,
      "filing_date": "2026-06-17"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "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."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 17, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$3,000",
    "planning_fees": [
      "Subscription: $3,000 a year (Comprehensive Financial Planning - Retainer Fee)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We do not have a minimum account size requirement."
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $3,000"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $3,000 a year (Comprehensive Financial Planning - Retainer Fee)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": 3000.0,
      "planning": [
        {
          "kind": "subscription",
          "amount": 3000.0,
          "min": null,
          "max": null,
          "period": "annual",
          "service": "Comprehensive Financial Planning - Retainer Fee"
        }
      ]
    },
    "quotes": [
      "We do not have a minimum account size requirement.",
      "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.",
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Betterment Securities",
      "name_as_filed": "BETTERMENT SECURITIES",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/great-hill-advisory-port-washington-ny-283228.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 49,
      "fewer_than_5": false,
      "raum": 15148023.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 67,
      "fewer_than_5": false,
      "raum": 198860257.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": false,
      "raum": 4401220.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283228",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}