GREY MOUNTAIN PARTNERS

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOULDER, Colorado
CRD number
161116
Registered since
March 24, 2025

Firm profile

FINTRX

Overview

Grey Mountain Partners is a small, SEC-registered limited liability company that positions itself as a sponsor and manager of pooled investment vehicles with a clear tilt toward private equity and private placements. The firm serves as a general partner and managing member on the vehicles it runs, indicating an active role in deal sourcing, structuring and ongoing management rather than a passive capital allocator. Investment activity centers on privately negotiated opportunities and fund-style vehicles rather than broad public-market strategies. The firm is not flagged as an active ESG investor.

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

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • WM. WRIGHT

    Co-Founder, Chief Compliance OfficerCRD 6026852

Contacts

1 of 1
  • JEFFREY KUO

    Managing Partner and Co-FounderCRD 1877744

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

FINTRX

Location

Primary office

BOULDER, CO

BOULDER

Location

BOULDER, CO

Headquartered in BOULDER, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
BOULDER
Address
1905 15th St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth