# 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.

- CRD: 306521
- Filed as: KATAM HILL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Sherman Oaks, CA
- Filing period: October 2026
- Form ADV filing dated: September 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/306521
- AdvisorCensus page: https://advisorcensus.com/firm/katam-hill-llc-sherman-oaks-ca-306521

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $42,404,047
- Discretionary: $40,713,087
- Non-discretionary: $1,690,960

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $2,895,605 |
| High net worth individuals | 32 | $37,817,482 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $1,690,960 |

### 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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- katamhill.com
- Facebook @KatamHill
- LinkedIn @katam-hill
- LinkedIn @adamsimongold
- X @KatamHill

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Katam Hill LLC (CRD 306521): Form ADV filing data as of October 2026.