Grove Mountain Partners, LLC

RIASEC RegisteredEst. 2024
Total AUM
$308M
Discretionary
$308M
100% of AUM
Avg account
$76.9M
Accounts
4
Employees
7
Advisory reps
1

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

FINTRX

Overview

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

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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

Contacts

1 of 1
  • Jw James

    Managing PartnerCRD 4465177

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth