AdvisorCensus / Financial advisors / California / Los Angeles / Katam Hill LLC
Katam Hill LLC is a state-registered investment advisory firm in Sherman Oaks, CA, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 8, 2026.
Quick answers
From the filingHow is Katam Hill LLC compensated?
On its Form ADV (Item 5.E, October 2026), Katam Hill LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Katam Hill LLC located?
Katam Hill LLC's principal office is in Sherman Oaks, CA, according to its Form ADV.
Is Katam Hill LLC registered with the SEC or a state?
Katam Hill LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 306521.
How much does Katam Hill LLC manage?
Katam Hill LLC reports $42,404,047 in regulatory assets under management in its Form ADV filing dated September 8, 2026 (96% discretionary).
What types of clients does Katam Hill LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (32); high net worth individuals (32); pooled investment vehicles (other than investment companies and business development companies) (1).
Does Katam Hill LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/306521
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)
- Performance-based fees
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
Regulatory assets under management
Item 5.F$42,404,047 as of October 2026, filing dated September 8, 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- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Registration and firm details
Items 1, 2, 5- Registration
- State-registered investment adviser. Status as filed: APPROVED.
- Registered since
- 2020 (6 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
3 states or jurisdictions
State-registered investment advisers are examined by their state securities regulator. 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
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
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. Katam Hill LLC (CRD 306521): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/katam-hill-llc-sherman-oaks-ca-306521