Mountaineer Partners Management, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 163089
- Registered since
- July 5, 2013
- Website
- www.mountaineerpartners.com
- Custodians
- MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Charitable Organizations49.24%
- Pooled Investment Vehicles31.8%
- Investment Companies18.97%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Mountaineer Partners Management, LLC is an SEC-registered hedge fund manager organized as an LLC and operating since 2013. The firm serves institutional clients and functions as a commodity pool operator/commodity trading advisor (CPO/CTA) while also acting as sponsor, general partner, or managing member for pooled investment vehicles. Its advisory work centers on portfolio management for investment companies, pooled vehicles and for businesses or institutional balance sheets. Compensation is a combination of a percentage-of-assets fee and performance-based fees. The firm does not identify as an active ESG investor and is not presented as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities78%
- Cash & Cash Equivalents23%
Owners & executives
1 of 1Gregory Williams
Chief Compliance OfficerCRD 5171383
Contacts
1 of 1Mark Lee
Managing MemberCRD 2523863
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, 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
- New York
- Address
- 950 3rd Ave
- Time zone
- ET (UTC-5)
- Office locations
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