UNDERHILL INVESTMENTS, LLC

UNDERHILL INVESTMENTS, LLC of BERKLEY, MI is an SEC-registered investment adviser (CRD 165543). Regulatory assets under management: $5.6M.

Registration

• CRD: 165543
• Type: Registered investment adviser
• Location: 1894 W. ELEVEN MILE ROAD, BERKLEY, MI, 48072-3001
• Phone: 248-548-2918
• Latest filing: 2026-01-26
• Regulatory AUM: $5.6M
• Discretionary AUM: $5.6M
• Clients: 1
• Accounts: 23

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 165543 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search