Mountain Hill Investment Partners Corp.
Mountain Hill Investment Partners Corp. is a privately owned investment advisory and asset management firm headquartered in Atlantic Highlands, NJ, USA. Founded in 2006 by Andrew J. Kaiser, the firm focuses on providing unbiased, fee-only investment advice and discretionary asset management for individuals, families, charitable organizations, corporations, and 401(k) plans. As a boutique family office and Registered Investment Adviser, Mountain Hill emphasizes client longevity, transparency, and personal relationships. The firm is small, with approximately 3–4 employees and deep industry experience, serving a select group of sophisticated families and businesses.
Investment Strategy
Mountain Hill Investment Partners pursues a long-term, patient approach focused on growing client wealth steadily over time. The firm avoids product-driven brokerage models, instead emphasizing bespoke, independent advice tailored to individual client circumstances. By leveraging substantial industry expertise and technological tools, Mountain Hill manages assets internally rather than outsourcing, seeking transparency, accessibility, and regular communication with clients. Their strategy is built on careful portfolio construction, thoughtful investment selection, and ongoing engagement, with special attention to multi-generational wealth planning and the needs of sophisticated families and organizations.
Latest 13F Filing Activity
Mountain Hill Investment Partners Corp. filed their most recent 13F report on Jun 30, 2025 disclosing 175 equity positions with a total 13F market value of $119M. The fund increased holdings in Pure Storage Inc., Western Digital Corp., Arista Networks Inc. among other positions. Mountain Hill Investment Partners Corp. reduced exposure to Ishares TR, Schlumberger LTD, Disney Walt Co. among others.
Top Holdings
Equity Positions (175)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 8.59% | $10.2M | 16,481 | $590.25 | $620.90 | +$1.7M |
A ANET | ARISTA NETWORKS INC | 7.15% | $8.5M | 83,300 | $77.48 | $102.31 | +$2.0M |
N NVDA | NVIDIA CORPORATION | 6.48% | $7.7M | 48,860 | $111.44 | $157.99 | +$1.9M |
F F | FORD MTR CO | 6.48% | $7.7M | 711,184 | $9.90 | $10.85 | +$549.1K |
A AMZN | AMAZON COM INC | 6.38% | $7.6M | 34,619 | $215.65 | $219.39 | +$970.4K |