Jade Mountain Partners, LLC
Firm details
- Headquarters
- White Plains, New York
- CRD number
- 290415
- Registered since
- January 19, 2018
- Website
- www.jademountainpartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Jade Mountain Partners, LLC is an institutional registered investment adviser formed as an LLC and SEC-registered since 2018. The firm serves institutional clients and focuses on managing pooled investment vehicles; it is not positioned as a capital allocator. Its fee arrangements include both a percentage-of-assets-under-management component and performance-based fees, which aligns with oversight of pooled funds and alternative strategies. Jade Mountain identifies as an active ESG investor and operates under individual ownership. The firm is not structured as a multi-state adviser, a pension consultant, or a related adviser according to the available profile. Advisory activity centers on portfolio management for pooled vehicles rather than direct retail or high-net-worth individual account management.
Assets & Accounts
Investments & Alternatives
Private Funds
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Ora Sheinson
Chief Compliance OfficerCRD 6893214
Henry Wu
Co-Founder and Chief Investment OfficerCRD 2603512

Khurrum Ajazi
Chief Financial OfficerCRD 5845237
Contacts
1 of 1David Marinoff
Co-Founder & Managing PartnerCRD 4558537
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
White Plains, NY
Westchester
Location
White Plains, NY
Headquartered in White Plains, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Westchester
- Address
- 50 Main St
- Time zone
- ET (UTC-5)
- Office locations
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