MOUNTAINEER PARTNERS MANAGEMENT, LLC

RIASEC RegisteredEst. 2013
Total AUM
$306M
Discretionary
$306M
100% of AUM
Avg account
$61.1M
Accounts
5
Employees
4
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
163089
Registered since
July 5, 2013
Custodians
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Charitable Organizations49.24%
  • Pooled Investment Vehicles31.8%
  • Investment Companies18.97%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Mountaineer Partners Management, LLC is an SEC-registered hedge-fund–style adviser organized as an LLC and operating since 2013. The firm targets institutional clients and charges a combination of asset-based fees and performance fees consistent with a hedge fund structure. Mountaineer engages in commodity pool operator/commodity trading advisor activities and serves as portfolio manager for investment companies, pooled vehicles and institutional/business accounts. It also acts as sponsor/GP/managing member of pooled investment vehicles. Mountaineer does not identify as an active ESG investor and is not registered as a multi-state adviser.

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 78%, Cash & Cash Equivalents 23%78%
  • Exchange Traded Equities78%
  • Cash & Cash Equivalents23%

Owners & executives

1 of 1
  • GREGORY WILLIAMS

    Chief Compliance OfficerCRD 5171383

Contacts

1 of 1
  • MARK LEE

    Managing MemberCRD 2523863

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, 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 YORK
Address
950 3rd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth