Hemisphere Partners LLC

Hemisphere Partners LLC is a SEC-registered investment adviser established in 2005, owned by Rosemarie Marino and Mitchell Heller. The firm offers personalized investment advice based on individual client needs, establishing goals through personal discussions and creating Investment Objective Profiles and Investment Policy Statements. Clients can choose discretionary or non-discretionary management and impose restrictions on investments. Hemisphere manages $194,235,481 on a discretionary basis and $14,181,856 on a non-discretionary basis as of December 31, 2024. Fees range from 0.20% to 1.00% annually, with quarterly payments based on total asset value. Consulting fees range from $400 to $500 per hour or a fixed fee. The firm does not charge performance-based fees. Clients include high net worth individuals with no set minimum account size. Investment strategies focus on diversified portfolios across various asset classes and durations, including mutual funds, ETFs, private funds, and individual securities. Hemisphere conducts due diligence on managers and offers access to third-party investment advisers. Clients have full control over voting securities. The firm does not vote proxies on behalf of clients. Hemisphere does not have custody of client assets, and all assets are held at qualified custodians. The firm has no disciplinary events to disclose and does not engage in other financial industry activities or affiliations.