Box Hill Private Wealth
● SEC registered since 2026CRD 322620SEC# 801-135287
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Shane Richard Farina Control | Ceo And Chief Compliance Officer | Over 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
| Phone | 480-672-2800 |
| Office hours | 8:00-5:00 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$137.5MNo change
Jan '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$137.5Mregulatory AUM
Discretionary $137.5M