SourcingSourcing

HILL INVESTMENT GROUP PARTNERS, LLC

C39
CRD 312052·SEC 801-120176·ST. LOUIS, MO
AUM
$1.35B
$1B+
Est. Revenue
$13.5M
@ 1% on AUM
Est. EBITDA
$4.0M
@ 30% margin
Est. Deal Value
$32.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HILL INVESTMENT GROUP PARTNERS, LLC
CRD
312052
SEC file #
801-120176
EIN
854059820
DBA names
Hill Investment Group

Economics

AUM
$1.35B
AUM band
$1B+
AUM trajectory
'22'26
$619.9M → $1.35B▲ +117%
Client mix
Individuals High Net Worth208
Individuals Other172
Investment Companies1
Charitable Organizations1

Operations

Employees (total)
12
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'21'26
10 advisors → 8 advisors▼ -20%
Primary office
ST. LOUIS MO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — businesses
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
facebook.com/emeraldspectrum(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FOCUS OPERATING, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
FOCUS OPERATING, LLC
HALL, MATTHEW, AARON
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:hill.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
27,511
Form 5500 Compensation Trajectory 3y
202522,470
20265,041
Form 5500 Plan Count Trajectory 3y
20251
20261
Schedule C Total Compensation
27,511
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001979028
Edgar Registered
Yes
Edgar Filing Count
22
Edgar First Filing Date
2023-08-11
Edgar Last Filing Date
2026-05-12
Edgar 13f Count
20
Edgar 13f Latest AUM Estimate
Filing Date2026-05-12
Accession0001979028-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
8
Bc Firm IAR Count
8
Custodian Candidates
Full
Charles Schwab6
E*trade5
Fidelity4
Edgar Addresses
Mailing
190 CARONDELET PLAZASUITE 1475ST. LOUIS, MO 63105
Business
190 CARONDELET PLAZASUITE 1475ST. LOUIS, MO 63105
Edgar EIN
854059820
Edgar Recent Filings
13F-HR2026-05-12 · 0001979028-26-000002
13F-HR2026-02-17 · 0001979028-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (8)

8
SCHIFFER, NELL, SWANSON
IAR · Executive Officer · 2.5%
6821063
ZENZ, MATTHEW, NIELSEN
IAR · Executive Officer · 2.5%
6871610
HALL, MATTHEW, AARON
IAR · Executive Officer · 2.5%
2976699
John Dozier Gardner
IAR
7740932
WALTER CHALMERS REISINGER
IAR
2879378
JONESY NICOLE CHAUVOT
IAR
7298947
Nicklaus Parker Ashby
IAR
7727231
Grace Lancaster Kreifels
IAR
5949305