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MOUNTAIN HILL INVESTMENT PARTNERS
CRD 175187File 801-85192
APPROVED
Retail clients
Filing as of May 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$539.0M
Above cohort median (national)
Discretionary AUM
$359.5M
Non-discretionary $179.5M
Clients
174
328 accounts
Employees
4
Above cohort median in NJ
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 3, 2015
- Principal office
- 724 KINGS HIGHWAY EAST, ATLANTIC HIGHLANDS, NJ, 07716
- Phone
- 732-291-3188
- Website
- HTTP://WWW.MHIPARTNERS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $539.0M
- Discretionary AUM
- $359.5M
- Non-discretionary AUM
- $179.5M
- Discretionary accounts
- 309
- Non-discretionary accounts
- 19
- Total accounts
- 328
- AUM per client
- $3.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 48 | $316.8M |
| Pension and profit sharing plans | 19 | $179.5M |
| Individuals (other than high net worth individuals) | 107 | $42.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.