Jackson Hill Advisors, Llc
- Regulatory AUM
- $218M
- Discretionary
- $218M
- Clients
- 1
- Avg AUM / client
- $218M
- Accounts
- 1
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 11, 2026
Investments (13F portfolio — 13 positions, $193,406,337)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Brookfield Corp | CL A LTD VT SH | $22,379,910 | 553,000 | 11.6% | 10.3% |
| 2 | S&P Global Inc | COM | $19,778,310 | 46,500 | 10.2% | 9.08% |
| 3 | Qxo Inc | COM NEW | $18,274,220 | 941,000 | 9.45% | 8.39% |
| 4 | Mastercard Incorporated | CL A | $17,987,760 | 36,000 | 9.3% | 8.26% |
| 5 | Kkr & Co Inc | COM | $17,112,500 | 185,000 | 8.85% | 7.85% |
| 6 | Pulte Group Inc | COM | $14,936,470 | 127,000 | 7.72% | 6.86% |
| 7 | Booking Holdings Inc | COM | $13,367,766 | 3,175 | 6.91% | 6.14% |
| 8 | Amazon Com Inc | COM | $13,329,280 | 64,000 | 6.89% | 6.12% |
| 9 | Alphabet Inc | CAP STK CL C | $12,908,700 | 45,000 | 6.67% | 5.92% |
| 10 | Copart Inc | COM | $12,284,000 | 370,000 | 6.35% | 5.64% |
| 11 | Brown & Brown Inc | COM | $12,129,060 | 186,000 | 6.27% | 5.57% |
| 12 | Hilton Worldwide Hldgs Inc | COM | $10,642,800 | 35,000 | 5.5% | 4.88% |
| 13 | Autozone Inc | COM | $8,275,561 | 2,450 | 4.28% | 3.8% |
Top 25 of 13 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $218M | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Feb 2024 · $164M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Ezra Fund, Lp | Hedge Fund | Delaware | $164M | 82 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Soler, Sharon, Rose | Limited Partner | Dec 2010 (16y) | ≈ 18.75% – 50% via Lacy Hill Advisors, Lp | |
| Soler, Vincent, Scott | Managing Member & Chief Compliance Officer | Dec 2010 (16y) | ≈ 18.75% – 50% via Lacy Hill Advisors, Lp | |
| Hafer, Aaron, Gregory | Chief Operating Officer | Apr 2017 (9y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Lacy Hill Advisors, Lp | Member | Jan 2016 | A | 75% or more |
| Vss Partners Llc | General Partner | Dec 2010 | B | GP / trustee / elected manager of Lacy Hill Advisors, Lp (indirect) |
| Srs Partners Llc | General Partner | Dec 2010 | B | GP / trustee / elected manager of Lacy Hill Advisors, Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Soler, Sharon, Rose: 25% – 50% of Lacy Hill Advisors, Lp × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Soler, Vincent, Scott: 25% – 50% of Lacy Hill Advisors, Lp × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $164M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Ezra Fund, Lp | Hedge Fund | $164M | $500K | 82 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 1.22 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 11, 2026.
View current Form ADV (SEC/IAPD) ↗