Grove Mountain Partners, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 322303
- Registered since
- July 23, 2024
- Website
- grovemountainpartners.com
- 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 formed as a limited liability company and registered in 2024. The firm’s client base is institutional and its primary advisory activity is portfolio management for pooled investment vehicles. Grove Mountain also acts as sponsor, general partner, and managing member of the pooled vehicles it oversees, indicating active fund governance and operational control rather than a pure third‑party allocation role. Fee arrangements include both a percentage-of-AUM component and performance-based fees. The firm does not identify as an active ESG investor, is not a multistate adviser, and does not list pension consulting or related-adviser activities. Ownership is listed as individual.
Assets & Accounts
Investments & Alternatives
Location & Offices
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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