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 individually owned, SEC-registered investment adviser that manages discretionary portfolios for both high-net-worth individuals/families and institutional clients. The firm provides traditional portfolio management for individuals and small businesses, portfolio management for business and institutional accounts, and acts as a capital allocator by selecting and monitoring third‑party managers. Its advisory model leans on managed account strategies and external manager selection rather than operating as an active ESG-focused shop — the firm does not identify as an active ESG investor. Fee arrangements include a percentage-of-AUM component along with hourly and fixed-fee options, which reflects flexibility for bespoke or project-based work in addition to ongoing portfolio management. Mission Hill Advisors, LLC’s SEC registration dates to 2019, and it presents itself as a relatively new adviser that combines direct portfolio oversight with outsourced manager relationships.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 1HAROLD 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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