Great Mountain Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 133909
- Website
- www.greatmountaincapital.com
- 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
FINTRXOverview
Great Mountain Capital Management LLC is a small, equity-focused registered investment advisor that manages separate accounts for individuals, families and institutional clients. The firm favors exchange-traded equities and ETF exposure as its primary allocation vehicle and runs discretionary portfolio management strategies for both private clients and business or institutional accounts. Strategy placement emphasizes liquid public markets with a tilt toward active, account-level management rather than model-only passive allocation. The firm charges a combination of percentage-of-assets and hourly fees and does not identify as an ESG-focused manager. Great Mountain Capital operates as a single-state, individually owned LLC and does not position itself as a capital allocator to proprietary funds; instead it uses third-party mutual funds and external alternative managers where appropriate.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities64%
- Cash & Cash Equivalents21%
- Non-Investment Grade Corp Bonds11%
- Derivatives3%
- Investment Grade Corp Bonds1%
Contacts
1 of 1Aaron Shafter
Managing MemberCRD 1910829
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Brokaw Rice Investment Advisors, Incorporated
RIAWise Investment Management
RIAFinancial Life Journeys
RIAThe Wealth Syndicate LLC
RIASilver Spring, MD
Heritage Advisory Services, Inc.
RIAMalvern, PA