Great Mountain Partners

RIASEC Registered
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 an LLC that operates as a private equity-focused investment manager serving institutional clients. The firm is registered with the SEC (registration year 2020) and functions as both an advisor to pooled investment vehicles and an active sponsor/GP/managing member of those vehicles. Its reported business activities include roles typical of commodity pool operators or commodity trading advisers (CPO/CTA). Compensation mixes retail-style asset-based fees with performance-based fees, reflecting a carry-style alignment for investors in its private funds. The firm does not identify as an active ESG investor and reports an owner structure classified as individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

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

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Contacts

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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