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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
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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