MHP ASSET MANAGEMENT
Firm details
- Headquarters
- TILTON, New Hampshire
- CRD number
- 139995
- Website
- www.mhp-asset.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals52.81%
- HNWI47.19%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
MHP Asset Management is an independent registered investment adviser operating as a limited liability company focused on individuals and families. The firm offers financial planning, discretionary portfolio management for individuals and small businesses, portfolio services for institutions or businesses, and the selection of third‑party advisers. Its fee model combines a percentage-of-AUM charge with hourly billing for planning or consulting work. In practice MHP tilts toward publicly traded equities as the core building block of client portfolios, but also acts as a capital allocator—bringing in external managers where appropriate. The firm is not an active ESG investor and maintains primarily discretionary relationships with its clients, positioning itself to implement tactical and strategic equity exposures through separately managed accounts and exchange‑traded vehicles.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities40%
- Investment Grade Corp Bonds18%
- Public Funds/Mutual Funds15%
- US Government Bonds12%
- Cash & Cash Equivalents10%
Contacts
1 of 1MAURICE PATTERSON
PartnerCRD 2574783
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TILTON, NH
BELKNAP
Location
TILTON, NH
Headquartered in TILTON, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- BELKNAP
- Address
- 322 W Main St
- Time zone
- ET (UTC-5)
- Office locations
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