9AT: MOUNTAIN HILL INVESTMENT PARTNERS

MOUNTAIN HILL INVESTMENT PARTNERS

MOUNTAIN HILL INVESTMENT PARTNERS

Adviser Profile

As of Date	05/01/2026
Registration	SEC, Approved, 04/03/2015
ADV Location	ATLANTIC HIGHLANDS, NJ, United States
Contact Info	732 xxxxxxx
Websites

AUM^*	539,042,750 57%
of that, discretionary	359,506,076 114%
Number of Employees	4 33%
of those in investment advisory functions	3
Private Fund GAV^*	0
Avg Account Size	1,643,423 -19%
% High Net Worth	27.59% -51%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

360M 308M 257M 205M 154M 103M 51M

2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

Mountain Hill Investment Partners Corp. (“MHIP”) provides discretionary investment advisory services to families, individuals, corporations, and other sophisticated investors of capital. MHIP also provides non-discretionary advisory services to 401(k) plan sponsors. MHIP was organized in 2006 and registered as an investment adviser in 2015. Andrew J. Kaiser and Michael H. Meyers are the principal owners of MHIP. Andrew J. Kaiser is the Managing Partner and controlling shareholder and Michael H. Meyers and Lauren G. Siewert are Partners and shareholders. MHIP is a boutique family office, serving the investment and advisory needs of a small group of clients from around the globe. We do not use outside investment managers, choosing to use our cumulative time in business of 60 plus years of expertise and experience to create

individual portfolios based on each client’s goals, risk tolerance, time horizon and tax structure. Clients may restrict or prohibit purchases of certain types of securities in their accounts. MHIP has an offering called the RJJ portfolio. We have been managing this Large Cap U.S. portfolio since 2006. This hedged offering is a low beta, low P/E and high dividend yield model. MHIP believes the RJJ portfolio is a great alternative for investors looking for a less volatile i.e., lower beta offering, for exposure to equities. We also manage four additional equity portfolios created through an allocation of exchange-traded funds that target different risk and return profiles. As of December 2023, MHIP manages approximately $168 million in discretionary assets and approximately $175 million of non-discretionary assets.