Great Mountain Partners

RIASEC RegisteredEst. 2020
Total AUM
$14.1B
Discretionary
$14.1B
100% of AUM
Avg account
$1.3B
Accounts
11
Employees
17
Advisory reps
4

Firm details

Headquarters
New Haven, Connecticut
CRD number
309528
Registered since
November 13, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Great Mountain Partners is an SEC-registered private investment firm organized as a limited liability company and classified principally as a private equity fund manager. The firm serves institutional clients and operates as a sponsor and managing member of pooled investment vehicles while also performing portfolio management for those pooled vehicles. It functions in roles consistent with a commodity pool operator/commodity trading advisor (CPO/CTA) and charges both asset-based fees and performance-based compensation. Great Mountain Partners does not identify as an active ESG investor and is not described as a multi-state adviser.

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

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Client base

Client personas

Owners & executives

1 of 1
  • Ethan Tyminski

    Ethan Tyminski

    Chief Financial OfficerCRD 7355781

Contacts

3 of 3
  • Gregory Smith

    Gregory Smith

    Managing DirectorCRD 5980999

  • Alexander Thomson

    Alexander Thomson

    FounderCRD 5043149

  • Jonathan Rotolo

    Jonathan Rotolo

    Co-FounderCRD 4789320

Wealth teams

FINTRX

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

New Haven, CT

New Haven

Location

New Haven, CT

Headquartered in New Haven, CT, 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 Haven
Address
157 Church St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth