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- Custodian
- Bank OF America · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Foundation
- Established Date
- 09-16-2014
- Office Locations
- 1
Office Locations
About Mission Hill Advisors, LLC
Mission Hill Advisors is an independent fiduciary RIA providing customized investment management for affluent families, family offices, successful entrepreneurs, endowments, and foundations. The firm builds tailored portfolios across public and private markets, leveraging broad asset-class flexibility and relationships with managers and strategies globally. Led by founder Hal Peterson (35 years’ portfolio management experience), Mission Hill often serves as a client’s personal CIO with conflict-free advice.
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Asset Classes
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
HAROLD EVERETT PETERSON JR
Chief Compliance Officer, Managing Member
- CRD
- #1605103
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $148,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $148,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $148,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $865,909,289 | 29.2% |
| Public Funds | $468,539,958 | 15.8% |
| Equity - Exchange | $382,542,118 | 12.9% |
| Cash | $773,980,563 | 26.1% |
| U.S. Government/Agency | $474,470,844 | 16.0% |
| Total | $2,965,442,772 | 100.0% |