GREAT MOUNTAIN PARTNERS

RIASEC RegisteredEst. 2020
Total AUM
$14.1B
Discretionary
$14.1B
100% of AUM
Avg account
$1.3B
Accounts
11
Employees
17
Advisory reps
4

Firm details

Headquarters
NEW HAVEN, Connecticut
CRD number
309528
Registered since
November 13, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Great Mountain Partners is structured as an LLC that operates primarily as a private equity manager and pooled-vehicle sponsor. The firm serves institutional clients and conducts portfolio management for pooled investment vehicles while also acting as a CPO/CTA. Its revenue model combines a percentage-of-AUM fee with performance-based fees. The adviser registered with the SEC in 2020 and is organized under individual ownership. It does not self-identify as an active ESG investor and is not a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • ETHAN TYMINSKI

    Chief Financial OfficerCRD 7355781

Contacts

3 of 3
  • GREGORY SMITH

    Managing DirectorCRD 5980999

  • ALEXANDER THOMSON

    FounderCRD 5043149

  • JONATHAN ROTOLO

    Co-FounderCRD 4789320

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

NEW HAVEN, CT

NEW HAVEN

Location

NEW HAVEN, CT

Headquartered in NEW HAVEN, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW HAVEN
Address
157 Church St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth