# Mountain Hill Investment Partners

> Mountain Hill Investment Partners is an SEC-registered investment advisory firm in Atlantic Highlands, NJ, registered since 2015, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 1, 2026.

- CRD: 175187
- Filed as: MOUNTAIN HILL INVESTMENT PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlantic Highlands, NJ
- Filing period: October 2026
- Form ADV filing dated: May 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/175187
- AdvisorCensus page: https://advisorcensus.com/firm/mountain-hill-investment-partners-atlantic-highlands-nj-175187

## Quick answers

**How is Mountain Hill Investment Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Mountain Hill Investment Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Mountain Hill Investment Partners located?**
Mountain Hill Investment Partners' principal office is in Atlantic Highlands, NJ, according to its Form ADV.

**Is Mountain Hill Investment Partners registered with the SEC or a state?**
Mountain Hill Investment Partners is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 175187.

**How much does Mountain Hill Investment Partners manage?**
Mountain Hill Investment Partners reports $539,042,750 in regulatory assets under management in its Form ADV filing dated May 1, 2026 (67% discretionary).

**How have Mountain Hill Investment Partners' assets and staff changed since 2021?**
In the Form ADV data for Mountain Hill Investment Partners: Regulatory assets under management: $251,188,634 in the October 2021 data and $539,042,750 in the October 2026 data, up 115%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Mountain Hill Investment Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (107); high net worth individuals (48); pension and profit sharing plans (but not the plan participants or government pension plans) (19).

**Which custodians does Mountain Hill Investment Partners use?**
Mountain Hill Investment Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Ascensus, Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Mountain Hill Investment Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/175187

**What changed in Mountain Hill Investment Partners' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $360,000,000 to $539,042,750 (+50%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Custodians (Schedule D, Section 5.K(3))
- Ascensus
- Charles Schwab & Co., Inc.
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $539,042,750
- Discretionary: $359,506,076
- Non-discretionary: $179,536,674

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 107 | $42,665,026 |
| High net worth individuals | 48 | $316,841,050 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 19 | $179,536,674 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2015 (11 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [mhipartners.com](https://mhipartners.com)
- LinkedIn @mountain-hill-investment-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $251,188,634 | 3 | March 19, 2021 |
| October 2022 | $302,054,388 | 3 | August 18, 2022 |
| October 2023 | $268,250,000 | 3 | March 30, 2023 |
| October 2024 | $343,000,000 | 3 | April 17, 2024 |
| October 2025 | $360,000,000 | 4 | April 30, 2025 |
| October 2026 | $539,042,750 | 4 | May 1, 2026 |

Regulatory assets under management: $251,188,634 in the October 2021 data and $539,042,750 in the October 2026 data, up 115%.
Total employees: 3 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $360,000,000 to $539,042,750 (+50%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mountain Hill Investment Partners (CRD 175187): Form ADV filing data as of October 2026.