BLACK MOUNTAIN INVESTMENTS GP, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SALT LAKE CITY , Utah
CRD number
338637

Firm profile

FINTRX

Overview

Black Mountain Investments Gp, LLC is a small, owner-operated investment manager that appears to function primarily through private pooled vehicles rather than as a traditional advisory firm with retail or institutional client accounts. The entity is organized as a limited liability company and lists roles that include serving as sponsor, general partner and managing member of pooled investment vehicles and acting as a real estate broker. Those activities suggest the firm’s focus is on structuring and operating private investment vehicles and arranging private-sector transactions rather than maintaining a broad base of advisory relationships. The firm is not flagged as an active ESG investor and is not identified as a multi-state adviser or pension consultant. Public-facing advisory metrics—client counts, fee schedules and client segmentation—are not reported, which aligns with the profile of a manager whose primary business is operating private funds and sponsor activities rather than running a retail or institutional advisory platform.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Jacob West

    Financial AdvisorCRD 7785395

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SALT LAKE CITY , UT

SALT LAKE

Location

SALT LAKE CITY , UT

Headquartered in SALT LAKE CITY , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
SALT LAKE
Address
299 S Main St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth