ATLANTIC HIGHLANDS, NJCRD 175187Latest ADV March 10, 2026
Mountain Hill Investment Partners is an SEC registered investment adviser organized as a corporation with a primary office location in Atlantic Highlands, NJ. Its latest Form ADV filing, dated March 10, 2026, reports $539M in regulatory assets under management, 4 employees, and 328 accounts.
Assets Under Management
$539M
Employees
4
Offices
--
Total Clients
174
Primary office
ATLANTIC HIGHLANDS, NJ
724 KINGS HIGHWAY EAST, ATLANTIC HIGHLANDS, NJ, United States
Top client segmentIndividuals represent 61.5% of total clients.
Top client categories% of clientsClients
1
Individuals
61.5%
107
2
HNWI
27.6%
48
3
Pension Plans
10.9%
19
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$539Mas of March 10, 2026
Discretionary66.7%
$360M
67% of total RAUM66.7%
Non-discretionary33.3%
$180M
33% of total RAUM33.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$539M
Total Accounts328
10Y AUM Change+$381M (+241.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee44:1
10Y Employee Change+2 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.