MOUNTAIN HILL INVESTMENT PARTNERS
Adviser information for MOUNTAIN HILL INVESTMENT PARTNERS last updated from Form ADV on March 5th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New Jersey, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 160 | $168.0M |
| Non-Discretionary | 10 | $175.0M |
| Total | 170 | $343.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 65 | $18.0M |
| HNW Individuals | 95 | $150.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 10 | $175.0M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 2 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly charges |
Identifiers
| SEC RIA File Number | 801-85192 |
|---|---|
| SEC ERA File Number | 801-85192 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 175187 |
| Legal Entity Identifier | None |
Principal Office
726 KINGS HIGHWAY EASTATLANTIC HIGHLANDS
NJ
United States
Monday - Friday, 7:30AM - 6:00PM
Tel: 732-291-3188, Fax: None
Chief Compliance Officer
MICHAEL MEYERS
726 KINGS HIGHWAY EAST
ATLANTIC HIGHLANDS
NJ
United States
Tel:
732-291-3338
M*********@**************M
(Full email address available in API data)
Regulatory Contact
ANDREW J. KAISER
MANAGING PARTNER
726 KINGS HIGHWAY EAST
ATLANTIC HIGHLANDS
NJ
United States
Tel:
732-291-3188
A*********@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MEYERS, MICHAEL, HENRY | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2007 | 25-50% |
| KAISER, ANDREW, JOHN | Individual | – | CHIEF EXECUTIVE OFFICER | 01/2006 | 50-75% |
| Siewert, Lauren, Grey | Individual | – | DIRECTOR OF BUSINESS DEVELOPMENT | 06/2022 | 10-25% |