JADE MOUNTAIN PARTNERS, LLC

Overview

Jade Mountain Partners, LLC is an institutional-focused adviser that manages pooled investment vehicles and emphasizes active ESG considerations in its investment process. The firm is structured as a limited liability company, registered with the SEC since 2018, and is owned by an individual. Its advisory mandate centers on managing commingled funds rather than delivering retail, broken-out advisory for numerous household clients. Fee arrangements include both a percentage of assets under management and performance-based fees, a setup that aligns the firm with managers who run hedge-style and other opportunistic strategies. The firm's classification is unclassified and it does not act as a capital allocator or pension consultant. Advisory activity is narrowly defined as portfolio management for pooled investment vehicles, and its client base is institutional. Jade Mountain operates as a single-office, single-state adviser and is not organized as a multi-state adviser or as a related adviser to another registered entity.

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Location & Offices