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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MOUNTAIN HILL INVESTMENT PARTNERS

CRD 175187

ATLANTIC HIGHLANDS, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2a6cb890-e09f-cc23-94c0-b3fac18dd123

Data as of May 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
On other graphs: 0
Observed: Mar 26, 2015 to May 1, 2026
21 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.67 fund_share=0.0 institutional_share=0.33 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $539MItem 5.F on the latest filing (2026-05-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $360M
Private client RAUM: $360MderivedItem 5.D individuals plus high net worth individuals
Private client share: 67%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $180Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 328
Individual clients: 107
High net worth clients: 48
SEC number: 801-85192
CRD: 175187
Filings on the tape: 21
First filed: Mar 26, 2015
Latest filed: May 1, 2026
Organised: Corporation, NJ
Website: mhipartners.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ANDREW JOHN KAISER	n/a	ATLANTIC HIGHLANDS, NJ	9	40	4	no
MICHAEL HENRY MEYERS	n/a	ATLANTIC HIGHLANDS, NJ	9	23	2	no
Lauren Grey Siewert	n/a	ATLANTIC HIGHLANDS, NJ	5	17	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KAISER, ANDREW, JOHN	CHIEF EXECUTIVE OFFICER	D	yes	01/2006	Mar 26, 2015	Apr 17, 2024
MEYERS, MICHAEL, HENRY	CHIEF COMPLIANCE OFFICER	C	yes	03/2007	Mar 26, 2015	Apr 17, 2024
Siewert, Lauren, Grey	DIRECTOR OF BUSINESS DEVELOPMENT	B	yes	06/2022	Aug 18, 2022	Apr 17, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 10, 2026	$539M	$360M	4	3	0	n/a	n/a
2024	Apr 30, 2025	$360M	$203M	4	3	0	n/a	n/a
2023	Mar 5, 2024	$343M	$168M	3	3	0	n/a	n/a
2022	Mar 30, 2023	$268M	$127M	3	3	0	n/a	n/a
2021	Mar 28, 2022	$302M	$142M	3	3	0	n/a	n/a
2020	Mar 19, 2021	$251M	$124M	3	3	0	n/a	n/a
2019	Mar 2, 2020	$251M	$130M	3	3	0	n/a	n/a
2018	Feb 28, 2019	$215M	$120M	2	2	0	n/a	n/a
2017	Mar 30, 2018	$190M	$130M	2	2	0	n/a	n/a
2016	Feb 15, 2017	$158M	$118M	2	2	n/a	n/a	n/a
2015	Mar 1, 2016	$148M	$118M	2	2	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$539M	$360M	49.7%	$268M	26.2%	4	4	0	0

Relationships

Registered with (3)

← Lauren Grey SiewertAdvisorregistration: current employment
Apr 12, 2021 to presentfactForm ADV
← ANDREW JOHN KAISERAdvisorregistration: previous registration
Jun 28, 2016 to Dec 31, 2016factForm ADV
← MICHAEL HENRY MEYERSAdvisorregistration: previous registration
Feb 24, 2016 to Dec 31, 2016factForm ADV

Controls (3)

← KAISER, ANDREW, JOHNOwnerCHIEF EXECUTIVE OFFICER, ownership code D, individual
Mar 26, 2015 to Apr 17, 2024factForm ADV
← MEYERS, MICHAEL, HENRYOwnerCHIEF COMPLIANCE OFFICER, ownership code C, individual
Mar 26, 2015 to Apr 17, 2024factForm ADV
← Siewert, Lauren, GreyOwnerDIRECTOR OF BUSINESS DEVELOPMENT, ownership code B, individual
Aug 18, 2022 to Apr 17, 2024factForm ADV

Dated events

Occurred
Mar 10, 2026
Regulatory AUM changed
Mountain Hill Investment Partners reported RAUM $539.0M, up 50% from $360.0M (2025-10-27 to 2026-03-10)
Form ADVobserved 6 days ago
$179M
Occurred
Aug 18, 2022
Control person joined
Grey Lauren Siewert (Director Of Business Development) appeared on Schedule A of Mountain Hill Investment Partners
Form ADVobserved 6 days ago
Occurred
Mar 26, 2015
First Form ADV filing
Mountain Hill Investment Partners filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2a6cb890-e09f-cc23-94c0-b3fac18dd123
First observed: Mar 26, 2015
Last observed: May 1, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MOUNTAIN HILL INVESTMENT PARTNERS

CRD 175187

ATLANTIC HIGHLANDS, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2a6cb890-e09f-cc23-94c0-b3fac18dd123

Data as of May 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:38 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ANDREW JOHN KAISER

n/a

ATLANTIC HIGHLANDS, NJ

MICHAEL HENRY MEYERS

n/a

ATLANTIC HIGHLANDS, NJ

Lauren Grey Siewert

n/a

ATLANTIC HIGHLANDS, NJ

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KAISER, ANDREW, JOHN

CHIEF EXECUTIVE OFFICER

yes

01/2006

Mar 26, 2015

Apr 17, 2024

MEYERS, MICHAEL, HENRY

CHIEF COMPLIANCE OFFICER

yes

03/2007

Mar 26, 2015

Apr 17, 2024

Siewert, Lauren, Grey

DIRECTOR OF BUSINESS DEVELOPMENT

yes

06/2022

Aug 18, 2022

Apr 17, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 10, 2026

$539M

$360M

n/a

2024

Apr 30, 2025

$360M

$203M

n/a

2023

Mar 5, 2024

$343M

$168M

n/a

2022

Mar 30, 2023

$268M

$127M

n/a

2021

Mar 28, 2022

$302M

$142M

n/a

2020

Mar 19, 2021

$251M

$124M

n/a

2019

Mar 2, 2020

$251M

$130M

n/a

2018

Feb 28, 2019

$215M

$120M

n/a

2017

Mar 30, 2018

$190M

$130M

n/a

2016

Feb 15, 2017

$158M

$118M

n/a

2015

Mar 1, 2016

$148M

$118M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$539M

$360M

49.7%

$268M

26.2%