Spring Mountain Capital, LP

RIASEC Registered
Total AUM
$311M
Discretionary
$311M
100% of AUM
Avg account
$44.4M
Accounts
7
Employees
17
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
119126
Registered since
February 18, 2003
Custodians
INTERACTIVE BROKERS LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles72.52%
  • Insurance Companies27.44%
  • Charitable Organizations0.03%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Spring Mountain Capital, LP is a limited partnership that operates as a multi-strategy manager with hedge fund and private equity activity. The firm is SEC registered (registration year 2003) and primarily serves institutional clients. Its advisory work centers on portfolio management for pooled investment vehicles and for businesses or institutions, and it acts as sponsor, general partner, and managing member for pooled vehicles it manages. The firm charges both an asset-based fee and performance-based fees, and is owned by an individual principal.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 62%, Private Funds 37%, Non-Exchange Traded Equities 1%62%
  • Exchange Traded Equities62%
  • Private Funds37%
  • Non-Exchange Traded Equities1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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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
787 7th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth