GREAT MOUNTAIN PARTNERS
GREAT MOUNTAIN PARTNERS LLC Legal Name
Adviser information for GREAT MOUNTAIN PARTNERS last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 15 |
|---|---|
| Investment Advisory/Research | 10 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 10 | $10.6B |
| Non-Discretionary | 0 | $0 |
| Total | 10 | $10.6B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 10 | $10.6B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Principal Office
157 CHURCH STREET20TH FLOOR
NEW HAVEN
CT
United States
Monday - Friday, 9:00 - 5:00
Tel: 203.993.6149, Fax: None
Chief Compliance Officer
GREGORY SMITH
157 CHURCH STREET
20TH FLOOR
NEW HAVEN
CT
United States
Tel:
203.450.6374
G***@******C
(Full email address available in API data)
Regulatory Contact
JONATHAN ROTOLO
157 CHURCH STREET
20TH FLOOR
NEW HAVEN
CT
United States
Tel:
203.450.6135
J**@******C
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| AXTON HOLDINGS, LLC | Private Equity Fund | $3,781.2M | $0.5M | 8 |
| BLUE PEAK HOLDINGS, LLC | Private Equity Fund | $201.3M | $0.5M | 2 |
| BLUE RANGE FUNDS LLC | Private Equity Fund | $1,147.1M | $0.5M | 2 |
| CASTLE CREDIT SMRS HOLDINGS, LLC | Private Equity Fund | $395.8M | $0.2M | 7 |
| ENERGY TRANSITION HOLDINGS LLC | Private Equity Fund | $966.9M | $10.0M | 2 |
| GOLDEN BELL AZALEA, LLC | Private Equity Fund | $0.0M | $9.0M | 2 |
| GREEN RANGE FUNDS, LLC | Private Equity Fund | $3,603.7M | $0.5M | 2 |
| NYANZA LLC - SERIES II | Private Equity Fund | $293.1M | $10.0M | 3 |
| SMRS SAMSARA PORTFOLIO LLC | Private Equity Fund | $203.7M | $0.5M | 2 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ROTOLO, JONATHAN, PETER | Individual | – | MANAGER AND MEMBER | 03/2020 | 50-75% |
| THOMSON, ALEXANDER, THURLOW | Individual | – | MANAGER AND MEMBER | 03/2020 | 50-75% |
| SMITH, GREGORY, DAVID | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2020 | < 5% |
| TYMINSKI, ETHAN, DANIEL | Individual | – | CHIEF FINANCIAL OFFICER | 08/2020 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 12th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| NEW FORTRESS ENERGY INC. | CLASS A COMMON STOCK | 562M | 26M | – |
| FTAI AVIATION LTD. | ORDINARY SHARES | 264M | 3M | – |