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 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

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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