Updated:
Box Hill Private Wealth
BOX HILL PRIVATE WEALTH is an SEC-registered investment adviser in SCOTTSDALE, AZ, registered since 2026. The firm manages approximately $137 million in...
Box Hill Private Wealth
BOX HILL PRIVATE WEALTH is an SEC-registered investment adviser in SCOTTSDALE, AZ, registered since 2026. The firm manages approximately $137 million in assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Scottsdale
Corporate office
New York, NY, United States
Sector focus
Frequently asked questions
What is Box Hill Private Wealth's investment philosophy?
The firm customizes asset allocation for each client, blending public equities, fixed income, private equity, and real assets based on individual risk tolerance and liquidity needs (per public record). It emphasizes a fiduciary approach as a registered investment advisor.
How does Box Hill Private Wealth differ from a traditional family office?
As an RIA, Box Hill Private Wealth operates under a fiduciary standard to avoid proprietary product conflicts. It functions as a multi-family office, pooling resources and expertise across client families while maintaining tailored service.
Does Box Hill Private Wealth make direct investments or co-investments?
The firm may include direct holdings and alternative investments in client portfolios, but it does not publicly disclose its deal-level activity. Specific co-investment practices are not confirmed.
Who are the principals at Box Hill Private Wealth?
The specific names and titles of Box Hill Private Wealth's principals are not publicly available in its official communications.
What is Box Hill Private Wealth's geographic investment focus?
The firm primarily invests in North American markets, with potential global exposure through public securities (per public record).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: