Data / Investment advisers / New Jersey / Mountain Hill Investment Partners
Mountain Hill Investment Partners, Atlantic Highlands, NJ: $539 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Mountain Hill Investment Partners is an SEC registered investment adviser with its main office in Atlantic Highlands, New Jersey and reports $539 million in regulatory assets under management in its Form ADV filed May 1, 2026. Its clients include high net worth individuals, pension and profit sharing plans and individuals. It is paid through a percentage of assets under management and hourly charges.
The request: Watch Mountain Hill Investment Partners (CRD number 175187): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 175187
- SEC file number
- 801-85192
- SEC status
- Approved, effective April 3, 2015
- Main office
- 724 Kings Highway East, Atlantic Highlands, NJ 07716
- Phone
- (732) 291-3188
- Website
- mhipartners.com
- Regulatory AUM
- $539,042,750 in the Form ADV filed May 1, 2026
- Discretionary AUM
- $359,506,076
- Non discretionary AUM
- $179,536,674
- Accounts
- 328
- Employees
- 4, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 1, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 48 | $316.8 million |
| Pension and profit sharing plans | 19 | $179.5 million |
| Individuals (other than high net worth individuals) | 107 | $42.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $539 million | March 10, 2026 |
| December 1, 2025 | $360 million | October 27, 2025 |
Other advisers in New Jersey
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| TSP Capital Management Group, LLC | Summit | $553.3 million | Not listed | adviserinfo.sec.gov |
| Shorehaven Wealth Partners, LLC | Red Bank | $541.5 million | Not listed | adviserinfo.sec.gov |
| Wbi Investments, LLC | Red Bank | $539.6 million | Not listed | adviserinfo.sec.gov |
| NCM Capital Management, LLC | Ramsey | $539.4 million | Not listed | adviserinfo.sec.gov |
| Access Wealth | East Hanover | $539.1 million | Not listed | adviserinfo.sec.gov |
| Mezzasalma Advisors | Tinton Falls | $534.4 million | Not listed | adviserinfo.sec.gov |
| Sophron Capital Management | Summit | $527.3 million | Not listed | adviserinfo.sec.gov |
| Alliance Wealth Management Group, LLC | Flemington | $517.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New Jersey
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- Mountain Hill Investment Partners on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.