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Mountain Hill Investment Partners

Multifamily office listing in Atlantic Highlands, New Jersey, United States.

SEC-registered
Founded 2006

Regulatory AUM: $539 million
Employees: 4
Clients: 11-25
Founded: 2006

Privately owned investment advisory and asset management firm providing wealth management, retirement-plan guidance, and portfolio solutions.¹

Overview

Mountain Hill Investment Partners is an SEC-registered investment adviser with CRD number 175187. The firm provides wealth management, corporate 401(k) advisory services, and advice and portfolio solutions.²³

History

The firm was formed in 2006. Founder, principal owner, and Managing Partner Andrew J. Kaiser established Mountain Hill after a 20-year New York career that included Shearson Lehman Brothers, Dillon Read, and Union Bank of Switzerland.¹

Leadership

- Andrew J. Kaiser, Founder, Principal Owner, and Managing Partner: Leads the firm after establishing it in 2006.¹ - Michael H. Meyers, Partner: Co-manages the RJJ Portfolio, supports second-generation investment planning, and leads client relationships for 401(k) services.¹ - Lauren G. Siewert, CPA, Partner: Leads the 401(k) services department and joined the firm in June 2019.¹

Services

Mountain Hill’s wealth management services include financial planning, asset allocation, ongoing portfolio management, equity and fixed-income investing, cash management, exchange-traded funds, and stock-option strategies. The firm says its portfolios are personalized around each client’s goals, risk tolerance, time horizon, and liquidity needs.⁴

Its corporate 401(k) practice advises on new and existing plans, service-provider oversight, investment selection, employee education, financial wellness, and quarterly plan reviews. The firm commonly works in an ERISA 3(21) co-fiduciary relationship.⁵

The firm also works with business owners on business sales, real-estate transactions, corporate cash management, retirement plans, charitable giving, college planning, and succession issues. Its SEC Client Relationship Summary describes discretionary investment advisory services, financial planning, consulting, and educational and consulting services for corporate retirement plans and their employees.³⁶

What the firm offers

Investment management
Financial planning
Trust and fiduciary
Philanthropy
Business owner services
Retirement planning

Client Focus

Mountain Hill provides wealth management for individuals, families, charitable organizations, corporations, and pension plans. Its retirement-plan work serves businesses and their employees, while its broader planning work supports business owners and families addressing investment, liquidity, succession, and second-generation investment planning needs.³⁵

Approach

The firm describes its approach as unbiased, fee-only, fiduciary, and relationship-centered. It uses fundamental research and matches recommendations to client risk profiles and liquidity needs.³

By the numbers

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 175187. As of September 1, 2026.

Regulatory assets under management
Year	Regulatory AUM	Discretionary	Non-discretionary
2016	$148 million	$118 million	$30 million
2017	$158 million	$118 million	$40 million
2018	$190 million	$130 million	$60 million
2019	$215 million	$120 million	$95 million
2020	$251 million	$130 million	$121 million
2021	$251 million	$124 million	$127 million
2022	$302 million	$142 million	$160 million
2023	$268 million	$127 million	$141 million
2025	$360 million	$203 million	$157 million
2026	$539 million	$360 million	$180 million

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 175187. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of September 1, 2026.

Average AUM per client
Year	Average AUM per client
2018	$2 million
2019	$2 million
2020	$2 million
2021	$2 million
2022	$2 million
2023	$2 million
2025	$3 million
2026	$3 million

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 175187. "<5" means the firm reported fewer than 5 clients of that type. As of September 1, 2026.

Clients by type
Client type	Clients (2026)
Individuals	107
High net worth individuals	48
Pension plans	19

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 175187. As of September 1, 2026.

Employees reported on Form ADV
Year	Employees
2016	2
2017	2
2018	2
2019	2
2020	3
2021	3
2022	3
2023	3
2025	4
2026	4

FAQs

Is Mountain Hill Investment Partners registered with the SEC?

The firm describes itself as an SEC-registered investment adviser with CRD number 175187.²

What retirement-plan services does Mountain Hill provide?

Its 401(k) practice covers plan advice, service-provider oversight, investment selection, employee education, financial wellness, quarterly reviews, and ERISA 3(21) co-fiduciary support.⁵

Who does Mountain Hill serve?

The firm’s wealth management clients include individuals, families, charitable organizations, corporations, and pension plans. It also advises corporate retirement plans and their employees.³⁵

LocationMultifamily offices in New Jersey
This page helps a wealthy family or business owner compare investment advisory and asset management firms serving New Jersey. It offers regional context for evaluating providers that may address portfolio management, financial planning, retirement needs, trust matters, and philanthropic goals.
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This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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