Updated:
Great Hill Advisory
Great Hill Advisory opened in 2016 under Corey Peterson. The firm operates as a multi-family office and RIA that accepts clients solely by referral.
Great Hill Advisory
Great Hill Advisory opened in 2016 under Corey Peterson. The firm operates as a multi-family office and RIA that accepts clients solely by referral. It focuses on families in the $20 million to $150 million net-worth band and integrates tax, estate, and investment work. Services span fund-of-funds commitments, direct real-estate holdings, private-equity positions, and philanthropic structuring. The firm coordinates annual tax filings, estate-administration tasks, and insurance reviews while tracking spending targets and generational transfers. All activity remains within North America. Corey Peterson serves as Founder and President; Luke Stevens acts as Investment Manager. The firm maintains offices in Port Washington and Huntington, New York, and holds membership in the Port Washington Chamber of Commerce. No material operational events have been recorded in the last 24 months.
General information
Firm type
Multi Family Office
Year founded
2016
Location
Region
North America
Country
United States
City
Port Washington
Corporate office
Port Washington, NY, United States
Additional offices
Huntington, NY, United States
Principals
Corey Peterson
Founder and President
Altss tracks 1 additional named team member for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
Book a demoSector focus
Frequently asked questions
Who runs investment decisions at Great Hill Advisory?
Corey Peterson serves as Founder and President. Luke Stevens holds the title of Investment Manager and Financial Advisor. Both operate from the Port Washington headquarters.
Is Great Hill Advisory structured as a single family office or does it operate more like a multi-family office?
The firm functions as a multi-family office. It accepts multiple client families on a referral basis and provides coordinated advisory across planning, tax, and investments.
What investment structures does Great Hill Advisory use?
Confirmed structures include fund-of-funds commitments, direct real-estate holdings, and private-equity positions. The firm also manages philanthropic allocations for clients.
Where does Great Hill Advisory maintain offices?
Headquarters sit at 4 Bayside Ave, Port Washington, NY. An additional office operates at 133C New York Ave, Huntington, NY.
How does Great Hill Advisory source new clients?
New clients are accepted only by referral. The firm does not solicit publicly and limits its client base to families in the stated net-worth range.
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: