Mountain Hill Investment Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and educational seminars. Financial planning was provided to 11–25 clients last fiscal year.
Mountain Hill Investment Partners reports 174 clients. They include 107 individual clients, 48 high-net-worth individuals, and 19 pension and profit-sharing plans. Of its assets, 66.7% ($360M across 309 accounts) are managed with discretion; $180M across 19 accounts are not. Of its clients, 2% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 61% | 8% |
| High-net-worth individuals | 28% | 59% |
| Pension and profit-sharing plans | 11% | 33% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 107 | $42.7M | 7.9% | $399K |
| High-net-worth individuals | 48 | $317M | 58.8% | $6.6M |
| Pension and profit-sharing plans | 19 | $180M | 33.3% | $9.45M |
| Total | 174 | $539M | 100% | $3.1M |
- Clients
- 107
- Regulatory AUM
- $42.7M
- AUM share
- 7.9%
- Avg. per client
- $399K
- Clients
- 48
- Regulatory AUM
- $317M
- AUM share
- 58.8%
- Avg. per client
- $6.6M
- Clients
- 19
- Regulatory AUM
- $180M
- AUM share
- 33.3%
- Avg. per client
- $9.45M
Total
- Clients
- 174
- Regulatory AUM
- $539M
- AUM share
- 100%
- Avg. per client
- $3.1M
- Clients outside the U.S.
- 2%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Mountain Hill Investment Partners is paid through a percentage of assets under management and hourly charges. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Advice on assets not held at the firm
- Advice on assets not held at the firm is charged at an hourly rate or a flat fee, set by the scope and complexity of the engagement.
Andrew Kaiser owns 50% to 75% of Mountain Hill Investment Partners. Andrew Kaiser is CEO; the leadership team includes Chief Compliance Officer Michael Meyers. It has 4 employees, 3 of them in advisory roles.
Leadership
- Andrew KaiserChief Executive Officer
- Michael MeyersChief Compliance Officer
- Lauren SiewertDirector of Business Development
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
- Andrew John Kaiser
- Michael Henry Meyers
- Lauren Grey Siewert
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 insurance agent
- Owns 50% to 75% of Mountain Hill Investment Partners
Andrew Kaiser
Control person · since January 2006
- Owns 25% to 50% of Mountain Hill Investment Partners
Michael Meyers
Control person · since March 2007
- Owns 10% to 25% of Mountain Hill Investment Partners
Lauren Siewert
Control person · since June 2022
Mountain Hill Investment Partners’ regulatory assets grew 2.1× from $251M (March 2021) to $539M (May 2026); clients were 174 in both filings and employees rose from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $539M | 174 | 4 | 1 |
| April 2025 | $360M | 142 | 4 | 1 |
| April 2024 | $343M | 170 | 3 | 1 |
| March 2023 | $268M | 170 | 3 | 1 |
| March 2022 | $302M | 170 | 3 | 1 |
| March 2021 | $251M | 166 | 3 | 1 |
Besides its headquarters, Mountain Hill Investment Partners has 0 offices, with 1 listed address in New Jersey.
New Jersey · 1 listed address
- 724 Kings Highway East, Atlantic HighlandsHQ
Contact and registration details
- Legal name
- Mountain Hill Investment Partners
- Headquarters
- 724 Kings Highway East, Atlantic Highlands, NJ 07716
- Website
- mhipartners.com
- Phone
- 732-291-3188
- SEC file
- 801-85192
- Structure
- New Jersey corporation
- Fiscal year end
- December
Mountain Hill Investment Partners uses Fidelity ($360M, 68%), Ascensus ($115M, 22%) and Charles Schwab ($54M, 10%) as custodians for its separately managed accounts. Mountain Hill Investment Partners does not have custody of client assets.
- FidelityNational Financial Services LLC · Boston, MA · $360M68%
- AscensusAscensus LLC · New York, NY · $115M22%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $54M10%
At year end, Mountain Hill Investment Partners’ separately managed accounts were largely in stocks (39%) and cash (35%). Its reported 13F holdings for the quarter ended 30 June 2026 total $177M across 195 positions; the largest are Fidelity Merrimack Str TR (8.3%), Vistra Corp. (6.8%) and Nvidia Corporation (6.7%).
What the accounts hold
- Stocks39%
- Funds9%
- Bonds17%
- Cash35%
Reported 13F holdings
- $177M
- Reported 13F value
- 195
- Positions
- 58.1%
- In the 10 largest
- +4.5%
- Value vs. prior quarter
- Fidelity Merrimack Str TR · Total BD ETF8.3%
- Vistra Corp.6.8%
- Nvidia Corporation6.7%
- iShares TR · Core S&P500 ETF6.5%
- iShares TR · Pfd And Incm Sec5.8%
- Select Sector SPDR TR · ST Str Techn ETF5.5%
- United Parcel Svcs Inc. · CL B5.3%
- iShares TR · Expanded Tech4.6%
- Alphabet Inc. · Cap Stk CL C4.3%
- Oracle Corp.4.3%
Together, the ten largest are 58.1% of reported value.
How many clients does Mountain Hill Investment Partners have?
Mountain Hill Investment Partners has 174 clients and manages $539 million for them, as of May 2026. They include 107 individual clients, 48 high-net-worth individuals, and 19 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 May 2026
What services does Mountain Hill Investment Partners offer?
Mountain Hill Investment Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Mountain Hill Investment Partners use?
Mountain Hill Investment Partners’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $360M, Ascensus LLC (New York, NY), with $115M and Charles Schwab & Co., Inc. (Westlake, TX), with $54M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 May 2026
How many financial advisors does Mountain Hill Investment Partners have?
Mountain Hill Investment Partners has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Mountain Hill Investment Partners invest in?
At the end of its last fiscal year, Mountain Hill Investment Partners’ separately managed accounts held 39% exchange-traded equities, 35% cash and equivalents, 17% U.S. government and agency bonds and 9% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Mountain Hill Investment Partners?
Mountain Hill Investment Partners’ direct owners are Michael Meyers (25% to 50%), Andrew Kaiser (50% to 75%) and Lauren Siewert (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 1 May 2026
How does Mountain Hill Investment Partners get paid?
Mountain Hill Investment Partners is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Mountain Hill Investment Partners?
Mountain Hill Investment Partners’ main office is at 724 Kings Highway East, Atlantic Highlands, NJ 07716. Its phone number is 732-291-3188. Its website is mhipartners.com.