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Mill Hill Management

Mill Hill Management. CRD 331309

M

CRD: 331309

Mill Hill Management

Short Hills, NJ, 07078
2015390115
$5.5M Total AUM
$5.5M Disc. AUM
-- 3Y CAGR
1 Employees
1 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Goldman Sachs · JP Morgan
Clients
Retail
Platforms
--
Established Date
11-21-2024
Office Locations
1

Office Locations

1200 Morris Turnpike Suite 3005 Short Hills NJ

About Mill Hill Management

Mill Hill Management provides financial markets education and wealth management industry intelligence alongside advisory services. Offerings include a Personal CIO engagement that pairs high-touch education with behavioral-finance insights, a Private Office family-office style advisory relationship, and advisor vetting/due diligence to help investors evaluate advice and incentives. The firm also maintains an Investing Library of curated white papers, essays, and visual frameworks for objective market analysis.

Team overview

-- AVG AGE
$5.5M AVG AUM / ADVISOR
$5.5M AVG AUM / CLIENT
1.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age

Insights

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Asset Classes

Pioneer eagle Element

Client Personas

Delta ridge

Investment Themes

Horizon unison Glacier Harbor

Investment Vehicles

Horizon Matrix atlas

Services

Value delta Oak optima North momentum

Owner & Executives

J

John Patrick Fizer

Chief Compliance Officer, Chief Investment Officer, FOUNDER

CRD
#6420748
Ownership
75% or more
(626) 666-7834
delta.catalyst@pioneercapital.com
in linkedin.com/in/ember-foundation

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $5,500,000 --
Non-Discretionary $0 --
Total $5,500,000 --

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Separately Managed Accounts

Total SMA Asset: $5,500,000

$5.5M Total SMA
Cash:
24.4%
Equity - Exchange:
41.6%
Corporate - Investment Grade:
21.4%
Municipal Bonds:
12.6%
Asset class Assets Assets %
Cash $392,768,608 24.4%
Equity - Exchange $669,638,282 41.6%
Corporate - Investment Grade $344,477,386 21.4%
Municipal Bonds $202,823,133 12.6%
Total $1,609,707,409 100.0%

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