Mission Hill Advisors, LLC
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 171866
- Registered since
- December 16, 2019
- Website
- missionhilladvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87.84%
- Corporations / Businesses10.14%
- Charitable Organizations2.03%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Mission Hill Advisors, LLC is an independent, SEC-registered registered investment adviser organized as a limited liability company and established in 2019. The firm serves both high-net-worth individuals and families as well as institutional clients. Its advisory services emphasize discretionary portfolio management for individuals, small businesses, and institutions, and it also provides manager selection services — operating in the role of a capital allocator that places client capital with outside managers when appropriate. The firm bills using a mix of percentage-of-AUM, hourly, and fixed-fee arrangements rather than a single fee model. Mission Hill does not identify as an active ESG investor in the available disclosures.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds35%
- Other35%
- US Government Bonds10%
- Non-Investment Grade Corp Bonds10%
- Exchange Traded Equities5%
Contacts
1 of 1
Harold Peterson
Managing PrincipalCRD 1605103
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 1100 W 6th St
- Time zone
- CT (UTC-6)
- Office locations
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