Hilltop Partners is an investment advisor in Mishawaka with $343.62 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
465064085
SEC advisor number
801-115255
FINRA CRD number
290981
AUM ?
$343.62 mm
(as of 12 Oct 22)
Accounts
2,125
(as of 12 Oct 22)
Employees
12
(7 investment advisory or research)
Office hours
Monday - Friday, 8:00 A.M. TO 5:00 P.M.
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Foley, Elizabeth, Ann | Managing Member | 09/2018 | < 5% |
Brenner, Erik, William | Managing Member and Chief Compliance Officer | 01/2018 | > 75% |
Davis, William, Lee | Managing Member | 09/2018 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Feb 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
2 Aug 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23