Fee-only adviser · Short Hills, NJ
Prospect Hill Management, LLC
Prospect Hill Management, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with a mailing address in Short Hills, New Jersey (its office is a private residence, so the street address is not published). On its latest Form ADV, filed March 25, 2026, it reports $257M in regulatory assets under management, 37 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 134080 · SEC file 801-121067 |
| Office | Short Hills, NJ (mailing address; office not published) |
| Phone | (908) 277-0159 |
| Website | Not listed |
| Regulatory assets under management | $257M |
| Individual clients | 2 non-high-net-worth, 35 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 25, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Short Hills
- Compass Private Wealth Group LLC $113M
- Abe Capital Management, LLC $98M
- Dorchester Advisors LLC $83M
- Xpotential Inc. $91M
- Oceanus Research LLC $3.0M
- Oceanus Capital Management $5.5M
See all 7 fee-only advisers in Short Hills →
Nearby
- Summit 8 firms
- Vauxhall 1 firm
- Livingston 1 firm
- Maplewood 1 firm
- Springfield 2 firms
- South Orange 1 firm
- Florham Park 1 firm
- Union 1 firm
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