# Great Hill Advisory

Great Hill Advisory is a Multi Family Office based in Port Washington, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Port Washington, United States
- **Region:** North America
- **Address:** Port Washington, NY, United States
- **Founded:** 2016
- **Assets under management:** 218 (Altss estimate)
- **Website:** greathilladvisory.com
- **LinkedIn:** https://www.linkedin.com/company/great-hill-advisory

## Regulatory record

- **CRD number:** 283228
- **SEC file number:** 801-120689
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/283228

## About

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.

## Sectors

- Private Equity
- Real Estate

## Offices

- Huntington, NY, United States

## People

- Corey Peterson — Founder and President

## 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.

### 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.

## Related profiles

- [Vaughan and Company Securities](https://altss.com/profile/vaughan-and-company-securities)
- [Knoll Capital Management](https://altss.com/profile/knoll-capital-management-fred-knoll-family-office)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/great-hill-advisory

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