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MOUNTAIN HILL INVESTMENT PARTNERS

ATLANTIC HIGHLANDS, NJ · CRD 175187 · IAPD ↗ · mhipartners.com · 732-291-3188

$539.0MRegulatory AUM
3Advisory reps
4Employees
0Clients
11-25Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — MOUNTAIN HILL INVESTMENT PARTNERS crossed $500M in regulatory AUM ($360.0M -> $539.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
63
April 2024 — MOUNTAIN HILL INVESTMENT PARTNERS reported RAUM up 28% ($268.2M -> $343.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.