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 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

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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

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

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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

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth