Jade Mountain Partners, LLC

RIASEC RegisteredEst. 2018
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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Ora Sheinson

    Ora Sheinson

    Chief Compliance OfficerCRD 6893214

  • Henry Wu

    Co-Founder and Chief Investment OfficerCRD 2603512

  • Khurrum Ajazi

    Khurrum Ajazi

    Chief Financial OfficerCRD 5845237

Contacts

1 of 1
  • David Marinoff

    David Marinoff

    Co-Founder & Managing PartnerCRD 4558537

Wealth teams

FINTRX

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