Great Mountain Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 133909
- Website
- www.greatmountaincapital.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI74.65%
- Charitable Organizations25.35%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Great Mountain Capital Management LLC is an independent, owner-operated registered investment advisory organized as an LLC. The firm manages portfolios for both individual and family clients as well as institutional and business clients, providing portfolio management services for small businesses and institutions. Its fee arrangements combine a percentage of assets under management with hourly billing for select services. The firm does not identify as an active ESG investor, is not marketed as a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities64%
- Cash & Cash Equivalents21%
- Non-Investment Grade Corp Bonds11%
- Derivatives3%
- Investment Grade Corp Bonds1%
Contacts
1 of 1Aaron Shafter
Managing MemberCRD 1910829
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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