10TH MOUNTAIN, LLC

Overview

10th Mountain, LLC is a small, capital-allocating adviser that runs discretionary portfolio management for both high-net-worth individuals/families and institutional clients. Registered with the SEC in 2019, the firm charges a mix of percentage-of-AUM and fixed fees and serves as both a primary manager and a selector of other advisers. Its investment posture favors equities—particularly exchange-traded securities—and it supplements core equity exposure with allocations to external alternative managers across private market and commodity strategies. The firm is not positioned as an ESG-focused investor. Given the firm’s client and account counts, the business focuses on a limited number of sizable relationships and deploys concentrated, customized portfolios for each client rather than a high-volume retail model.

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Public Holdings

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Location & Offices