Mountaineer Partners Management, LLC

RIASEC RegisteredEst. 2013
Total AUM
$306M
Discretionary
$306M
100% of AUM
Avg account
$61.1M
Accounts
5
Employees
4
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
163089
Registered since
July 5, 2013
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 78%, Cash & Cash Equivalents 23%78%
  • Exchange Traded Equities78%
  • Cash & Cash Equivalents23%

Owners & executives

1 of 1
  • Gregory Williams

    Chief Compliance OfficerCRD 5171383

Contacts

1 of 1
  • Mark Lee

    Managing MemberCRD 2523863

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth