Great Mountain Capital Management LLC

RIASEC Registered
Total AUM
$6.5M
Discretionary
$6.5M
100% of AUM
Avg account
$363K
Accounts
18
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
133909
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI74.65%
  • Charitable Organizations25.35%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Great Mountain Capital Management LLC is an independent, owner-operated registered investment advisory organized as an LLC. The firm manages portfolios for both individual and family clients as well as institutional and business clients, providing portfolio management services for small businesses and institutions. Its fee arrangements combine a percentage of assets under management with hourly billing for select services. The firm does not identify as an active ESG investor, is not marketed as a multi-state adviser, and does not act as a capital allocator or pension consultant.

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 64%, Cash & Cash Equivalents 21%, Non-Investment Grade Corp Bonds 11%, Derivatives 3%, Investment Grade Corp Bonds 1%64%
  • Exchange Traded Equities64%
  • Cash & Cash Equivalents21%
  • Non-Investment Grade Corp Bonds11%
  • Derivatives3%
  • Investment Grade Corp Bonds1%

Contacts

1 of 1
  • Aaron Shafter

    Managing MemberCRD 1910829

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth