MOUNTAINEER PARTNERS MANAGEMENT, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 163089
- Registered since
- July 5, 2013
- Website
- www.mountaineerpartners.com
- 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
FINTRXOverview
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
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 Equities78%
- Cash & Cash Equivalents23%
Owners & executives
1 of 1GREGORY WILLIAMS
Chief Compliance OfficerCRD 5171383
Contacts
1 of 1MARK LEE
Managing MemberCRD 2523863
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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