Jade Mountain Partners, LLC

RIASEC Registered
Total AUM
$588M
Discretionary
$56.4M
10% of AUM
Avg account
$98.1M
Accounts
6
Employees
16
Advisory reps
4

Firm details

Headquarters
White Plains, New York
CRD number
290415
Registered since
January 19, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Jade Mountain Partners, LLC is a limited liability company operating as an institutional registered investment adviser. The firm is registered with the SEC (registered in 2018) and positions itself as a manager of pooled investment vehicles for institutional clients. Its compensation combines a standard percentage-of-assets model with performance-based fees, consistent with managers that run collective vehicles or hedge-style strategies. The firm identifies as an active ESG investor and lists broker-dealer industry affiliation among its relationships. Jade Mountain is owned by an individual and focuses its advisory activity on portfolio management for pooled vehicles rather than acting as a standalone capital allocator or traditional pension consultant. The mix of fee arrangements and product focus suggests an emphasis on performance-linked strategies for institutions and investors in pooled structures.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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

Owners & executives

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Contacts

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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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth