Mission Hill Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$130,000,000
Clients
20
Advisors
1
of 1 employees
About
Mission Hill Advisors is a small, independent registered investment adviser that provides asset management and investment consulting to affluent families and family offices, endowments and foundations, and select corporate and charitable organizations. The firm delivers discretionary portfolio management and institutional consulting services, including manager due diligence and fiduciary support for trustees and investment committees.
Investment decisions are grounded in fundamental analysis and modern portfolio theory, and each client relationship is guided by a written investment policy statement that defines asset allocation and rebalancing. The firm emphasizes quantitative risk‑factor and performance‑attribution analysis, manager screening, RFP preparation, and custody review as part of ongoing portfolio monitoring and reporting.
Distinctive features include institutional‑level offerings uncommon among solo advisers, such as design and administration of SEC Rule 10b5‑1 restricted stock trading plans and strategies for hedging and diversifying concentrated executive equity positions. The practice focuses on high‑net‑worth, family office, and fiduciary institutional work rather than serving non‑HNW retail individual clients.
Client services
Expertise
Occupation focus
Fee options
$10,000,000 - $10,000,000: 0.65% $10,000,001 - $25,000,000: 0.45% $25,000,001 - $50,000,000: 0.35% $50,000,001+: 0.25%
$500 per hour with a minimum of 20 hours; fees negotiable
Retainer fees range from $10,000 to $20,000 monthly, fees negotiable
Account minimum: $10,000,000 Minimum fee: $20,000 minimum annual fee, may be negotiable
Main office
1100 W. 6th St.
Austin TX 78703
Advisors at this office
1
Most active in
Texas
Also doing business as
Castle Hill Advisors, LLC · Mission Hill Advisors, LLC · Peterson, Harold Everett
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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