M
CRD: 175187
Mountain Hill Investment Partners
$539.0M Total AUM
$359.5M Disc. AUM
25.4% 3Y CAGR
4 Employees
174 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Ascensus · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Foundation alphaFrontier atlas +more
- Established Date
- 04-03-2015
- Office Locations
- 1
Office Locations
724 Kings Highway East Atlantic Highlands NJ
About Mountain Hill Investment Partners
Mountain Hill Investment Partners is a boutique, SEC-registered family office providing unbiased investment advisory and discretionary money management for individuals and families, charitable organizations, corporations, and 401(k) plans. The firm delivers wealth management, corporate retirement plan services, and advice/portfolio solutions, with portfolios that include ETFs and fixed income.
Team overview
39 AVG AGE
$179.7M AVG AUM / ADVISOR
$3.1M AVG AUM / CLIENT
7.9 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Zenith Summit Vital oak Eagle Momentum vertex Meridian
Client Personas
Eagle vital Pathway
CRM
Foundation peak Beacon
Custodian
Crest legacy Capital Meridian Wave ridge Oak focus Optima Glacier foundation
Investment Themes
Legacy pathway Matrix summit Alpha frontier
Investment Vehicles
Peak Optima
Services
Harbor vertex Delta element Foundation Timber peak Peak Meridian Prime Pathway focus Crest summit
Technology
Crest Ridge Focus crest Value bridge Unison
Owner & Executives
A
ANDREW JOHN KAISER
Chief Executive Officer, Partner
- CRD
- #1454572
- Ownership
- 50% but less than 75%
(630) 479-7991
value.ember@oakcapital.com
in linkedin.com/in/crest-value
M
MICHAEL HENRY MEYERS
Chief Compliance Officer, Partner
- CRD
- #4603287
- Ownership
- 25% but less than 50%
(411) 586-4334
frontier.bridge@glaciercapital.com
in linkedin.com/in/frontier-momentum
V
Vital crest
North eagle vital
- CRD
- #21036
- Ownership
- 16.7%
(977) 350-3752
value.catalyst@meridiancapital.com
in linkedin.com/in/pioneer-ridge
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $359,506,076 | $1,163,450 |
| Non-Discretionary | $179,536,674 | $9,449,299 |
| Total | $539,042,750 | $1,643,423 |
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Separately Managed Accounts
Total SMA Asset: $539,042,750
Equity - Exchange:
39.9% Cash:
14.0% U.S. Government/Agency:
18.2% Public Funds:
27.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,783,389,437 | 39.9% |
| Cash | $625,750,680 | 14.0% |
| U.S. Government/Agency | $813,475,884 | 18.2% |
| Public Funds | $1,247,031,711 | 27.9% |
| Total | $4,469,647,712 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE TIMBER FUSION | SUMMIT ALPHA | 1ZZ7UL0CD | TRHBA | 10.17% | $45,622,941 |
| PRIME EAGLE UNISON | PEAK VALUE | 2R3AWR8EM | RUQS | 12.59% | $45,269,054 |
| VALUE OPTIMA | BRIDGE GLACIER | N219GJZCE | NXPCZ | 11.10% | $7,777,917 |
| VECTOR RIDGE | UNISON BEACON | P6HAXYKI9 | FFNZZ | 6.10% | $117,310,673 |
| ZENITH RIDGE | SIGNAL ELEMENT | LPA82JI5W | ILRMM | 5.31% | $24,761,251 |
| PEAK VALUE | ELEMENT GLACIER | 915H5RX49 | FPIWI | 4.00% | $19,222,936 |
| BEACON CAPITAL SUMMIT | UNISON BEACON | GVIMMYSC0 | HPOKN | 4.59% | $24,597,253 |
| DELTA LEGACY ATLAS | MERIDIAN TIMBER | JKTEJ31Q7 | RRC | 2.25% | $43,329,433 |