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Box Hill Private Wealth

● SEC registered since 2026CRD 322620SEC# 801-135287
Export (members)
Reg. AUM
$137.5M
Employees
1
Accounts
193
Location

Box Hill Private Wealth assets under management

Box Hill Private Wealth is an SEC-registered investment adviser. The firm has been registered since 2026. It reports $137.5 million in regulatory assets under management and employs 1 people.

Box Hill Private Wealth owners & executives

1 reported
NameTitleOwnershipSince
Shane Richard Farina ControlCeo And Chief Compliance OfficerOver 75%2022

Frequently asked questions

How much does Box Hill Private Wealth manage?

Box Hill Private Wealth reports $137.5 million in regulatory assets under management on its Form ADV.

How many employees does Box Hill Private Wealth have?

Box Hill Private Wealth reports 1 employees.

Does Box Hill Private Wealth disclose fund performance?

Box Hill Private Wealth is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone480-672-2800
Office hours8:00-5:00
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$137.5M
Non-discretionary$0
Total (RAUM)$137.5M