Mountain Hill Investment Partners (Atlantic Highlands)

Name: Mountain Hill Investment Partners
Address: 726 Kings Highway East, Atlantic Highlands, NJ, 07716
Telephone: 732-291-3188

Mountain Hill Investment Partners is a large advisory firm based in Atlantic Highlands. It manages $215.28 million of regulatory assets for 109 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of New Jersey, New York, and Texas.

Mountain Hill Investment Partners provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mountain Hill Investment Partners: assets under management

The assets under management (AUM) of Mountain Hill Investment Partners is $215.28 million. The firm's AUM has grown by 54% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $120.28 million in discretionary accounts and $95 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.21 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $9.5 million.

Investments

The firm invests in exchange traded securities the most. They account for 71% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 22% of the firm’s portfolio. Investments in state and local bonds form 7% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mountain Hill Investment Partners for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Mountain Hill Investment Partners serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Mountain Hill Investment Partners is high net worth individuals with 73 clients and $110 million of assets under management. Among the 11 most similar advisory firms, Mountain Hill Investment Partners has the 5th lowest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $215.28 million for 109 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 2% of the firm’s clients are foreign persons or businesses.

Mountain Hill Investment Partners doesn't advise any private funds.

Careers at Mountain Hill Investment Partners

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Andrew John Kaiser	Managing partner	1 Jan 2006	75% - 100%	1454572
Michael Henry Meyers	Chief compliance officer	1 Jan 2007	Other	4603287
Michael Henry Meyers	Chief compliance officer	1 Mar 2007	Other	4603287

Based in Atlantic Highlands

The principal office where Mountain Hill Investment Partners performs its advisory services is located at 726 Kings Highway East, Atlantic Highlands, NJ 07716, 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 732-291-3188 or by fax 732-291-3445. The normal business hours are 7:30am - 6:00pm on Monday - Friday. You can find more information about the New York firm at mhipartners.com.