BREED'S HILL CAPITAL LLC · Tank Allocator Loader

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BREED'S HILL CAPITAL LLC

UUID86f9595c-e31e-5dba-99e8-9f2dd8c085ef

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:52

Updated2025-10-23 02:24:36

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

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Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	169314	169314	—	1.0
cik	0001963222	1963222	—	—
sec_file_number	801-80098	801-80098	—	—

Profile

Websitehttps://www.linkedin.com/company/breed's-hill-capital/

HQ CityBOSTON

HQ StateMA

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

BREEDS HILL CAPITAL LLC adv_part1

ADV Metrics

Assets & Accounts

RAUM (total)2,243,174,322.0
RAUM (discretionary)674,378,073.0
Actionable assets2,243,174,322.0
Accounts523.0

Institutional Clients

Government AUM0.0
Pension AUM0.0
Charitable AUM97,128,343.0
HNW AUM2,146,045,979.0

As of 2025-03-18 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
BELL, BETH, A.	TRUSTEE	OFFICER	—	{"filing_id": "2014197", "owner_id": "8057698", "source": "adv_part1", "table": "Schedule_A_B"}
BETH A. BELL 2015 TRUST	SHAREHOLDER	OFFICER	—	{"filing_id": "2014197", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
CI FINANCIAL CORPORATION	OWNER	OFFICER	—	{"filing_id": "2014197", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
CORIENT	OWNER	OFFICER	—	{"filing_id": "2014197", "owner_id": "319448", "source": "adv_part1", "table": "Schedule_A_B"}
CORIENT HOLDINGS INC.	OWNER	OFFICER	—	{"filing_id": "2014197", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
CORIENT MANAGEMENT LLC	OWNER	OFFICER	—	{"filing_id": "2014197", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
CORIENT PARTNERS LLC	OWNER	OFFICER	—	{"filing_id": "2014197", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
EDWARDS, JOHN, JEHLE	MANAGING MEMBER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2014197", "owner_id": "4422180", "source": "adv_part1", "table": "Schedule_A_B"}
HOLDRIDGE, SADIE, DERINGER	TRUSTEE	OFFICER	—	{"filing_id": "2014197", "owner_id": "5571873", "source": "adv_part1", "table": "Schedule_A_B"}
KATHRYN K. STANGLE REVOCABLE TRUST	SHAREHOLDER	OFFICER	—	{"filing_id": "2014197", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
SADIE DERINGER HOLDRIDGE REVOCABLE TRUST OF 2017	SHAREHOLDER	OFFICER	—	{"filing_id": "2014197", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
STANGLE, KATHRYN, K.	TRUSTEE	OFFICER	—	{"filing_id": "2014197", "owner_id": "8057697", "source": "adv_part1", "table": "Schedule_A_B"}
ZADLO, JOSEPH, A.	TRUSTEE	OFFICER	—	{"filing_id": "2014197", "owner_id": "8024025", "source": "adv_part1", "table": "Schedule_A_B"}
THE JOHN J EDWARDS IRREVOCABLE GST TRUST OF 2024	SHAREHOLDER	EMPLOYEE	—	{"filing_id": "2014197", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:36 • csv
```
{
  "date_submitted": "09/04/2025 10:53:41 AM",
  "filing_id": "2014197",
  "reg_type": "IA"
}
```