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 a limited liability company that registered with the SEC in 2024 and serves institutional clients. The firm’s advisory focus is portfolio management for pooled investment vehicles; it also acts as sponsor, general partner and managing member of pooled vehicles it oversees. Fee arrangements include both a percentage-of-assets model and performance-based fees. Grove Mountain is not identified as an ESG-active investor, is not a multi-state adviser, and does not list pension consulting or related-adviser activity. Although the firm is not classified as a capital allocator, its operating model combines direct stewardship of pooled vehicles with the use of external third‑party managers for certain strategies. The firm’s structure and fees indicate an emphasis on collective investment vehicles and alignment of incentives through performance fees.
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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