Grove Mountain Partners, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 322303
- Registered since
- July 23, 2024
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Grove Mountain Partners, LLC is an SEC-registered institutional RIA that began registration in 2024. The firm is owned by an individual and focuses on institutional clients, providing portfolio management for pooled investment vehicles. It functions in sponsor and general partner roles and serves as a managing member of pooled vehicles rather than acting primarily as a third-party capital allocator. Compensation includes both a percentage-of-AUM fee and performance-based fees. Grove Mountain does not identify as an active ESG investor and is not listed as a multi-state adviser, pension consultant, or related adviser.
Assets & Accounts
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
Contacts
1 of 1Jw James
Managing PartnerCRD 4465177
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 2 Buckhead Plz Suite 250 Peach Rd
- Time zone
- ET (UTC-5)
- Office locations
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