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Mountain Hill Investment Partners Corp.

CIK:0002055557
Asset Manager
$360M AUM
177 holdings
Atlantic Highlands, NJ, USA
Founded:2006
4 employees
Latest filing:Jun 30, 2025

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.

Top Buys
P
PSTGPURE STORAGE INC
+$5.6M
W
WDCWESTERN DIGITAL CORP
+$2.0M
A
ANETARISTA NETWORKS INC
+$2.0M
N
NVDANVIDIA CORPORATION
+$1.9M
I
IVVISHARES TR
+$1.7M
Top Sells
I
IHAKISHARES TR
-$3.7M
S
SLBSCHLUMBERGER LTD
-$1.1M
D
DISDISNEY WALT CO
-$464.9K
T
TGTTARGET CORP
-$336.3K
R
RIVNRIVIAN AUTOMOTIVE INC
-$197.9K

Top Holdings

I
IVVISHARES TR
+8.6%$10.2M
A
ANETARISTA NETWORKS INC
+7.2%$8.5M
N
NVDANVIDIA CORPORATION
+6.5%$7.7M
F
FFORD MTR CO
+6.5%$7.7M
A
AMZNAMAZON COM INC
+6.4%$7.6M

Equity Positions (175)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
I
IVV
ISHARES TR8.59%$10.2M16,481$590.25$620.90+$1.7M
A
ANET
ARISTA NETWORKS INC7.15%$8.5M83,300$77.48$102.31+$2.0M
N
NVDA
NVIDIA CORPORATION6.48%$7.7M48,860$111.44$157.99+$1.9M
F
F
FORD MTR CO6.48%$7.7M711,184$9.90$10.85+$549.1K
A
AMZN
AMAZON COM INC6.38%$7.6M34,619$215.65$219.39+$970.4K

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+14.4%
COMPUTER STORAGE DEVICES
+11.3%
COMPUTER COMMUNICATIONS EQUIPMENT
+7.2%
MOTOR VEHICLES & PASSENGER CAR BODIES
+6.5%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+6.4%