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Dix Hills Partners, LLC (Jericho)


Dix Hills Partners, LLC is a mid-sized advisory firm based in Jericho. It manages $28.65 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2003.

Dix Hills Partners provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Dix Hills Partners: assets under management

The assets under management (AUM) of Dix Hills Partners, LLC is $28.65 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $28.65 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.73 million each.
Dix Hills Partners has custody of $7.11 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dix Hills Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 10 indirect owners.

Name Entity Date acquired Ownership Employer ID
Emigrant Bancorp Shareholder 1 Mar 1994 75% - 100% 13-3780951
Edward Lawrence Goldberg Member 1 Jan 2002 75% - 100% 841269
Ira Brian Goldberg Member 1 Jan 2002 25% - 50% 1968624
William Louis Gordon Member 1 Mar 2002 75% - 100% 1008141
Joseph Anthony Baggett Member 1 Mar 2003 75% - 100% 2197852
New York Private Bank And Truct Corporation Shareholder 1 Dec 2003 75% - 100% 20-0136064
The Paul Milstein 1998 Revocable Trust Shareholder 1 Dec 2003 75% - 100% xxx-xx-xxxx
New York Private Bank And Trust Corporation Shareholder 1 Dec 2003 75% - 100% 20-0136064
Emigrant Savings Bank Shareholder 1 Jun 2005 75% - 100% 13-5052245
Steven Todd Ruoff Managing member 1 Jan 2006 75% - 100% 4496832

Based in Jericho

The principal office where Dix Hills Partners, LLC performs its advisory services is located at 50 Jericho Quadrangle, Jericho, NY 11753, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 516-393-9135 or by fax 516-393-9131. The normal business hours are 9 am to 5 pm on Monday - Friday.


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