GREY MOUNTAIN PARTNERS
GREY MOUNTAIN PARTNERS, LLC Legal Name
Adviser information for GREY MOUNTAIN PARTNERS last updated from Form ADV on February 29th, 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 | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| 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 | 3 | $39.7M |
| Non-Discretionary | 0 | $0 |
| Total | 3 | $39.7M |
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 | 3 | $39.7M |
| 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 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-74359 |
|---|---|
| SEC ERA File Number | 801-74359 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 161116 |
| Legal Entity Identifier | None |
Principal Office
1905 WALNUT STREETSUITE 7326
BOULDER
CO
United States
Monday - Friday, 9:00 AM - 5:00 PM MST
Tel: 303-449-5692, Fax: None
Websites
Chief Compliance Officer
WM. ROBERT WRIGHT II
CO-FOUNDER AND OFFICER
1905 WALNUT STREET
SUITE 7326
BOULDER
CO
United States
Tel:
3034495692
R******@***************M
(Full email address available in API data)
Industry Affiliates
| GREY MOUNTAIN PARTNERS FUND II GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| GREY MOUNTAIN PARTNERS FUND II GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| GREY MOUNTAIN PARTNERS FUND III GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| GREY MOUNTAIN PARTNERS FUND III GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| GREY MOUNTAIN PARTNERS AFFILIATES FUND III, L.P. | Private Equity Fund | $0.1M | $0.1M | 10 |
| GREY MOUNTAIN PARTNERS FUND II, L.P. | Private Equity Fund | $10.7M | $5.0M | 31 |
| GREY MOUNTAIN PARTNERS FUND III, L.P. | Private Equity Fund | $1.4M | $1.0M | 41 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KUO, JEFFREY, T | Individual | – | CO-FOUNDER AND OFFICER | 12/2013 | < 5% |
| WRIGHT, WM., ROBERT | Individual | – | CO-FOUNDER, CHIEF COMPLIANCE OFFICER AND OFFICER | 12/2013 | < 5% |
| GREY MOUNTAIN PARTNERS HOLDINGS, LP | Domestic Entity | – | SOLE MEMBER | 12/2013 | > 75% |
| GREY MOUNTAIN PARTNERS HOLDINGS, LLC | Domestic Entity | GREY MOUNTAIN PARTNERS HOLDINGS, LP | GENERAL PARTNER | 12/2013 | |
| KUO, JEFFREY, T | Individual | GREY MOUNTAIN PARTNERS HOLDINGS, LLC | MANAGING MEMBER | 12/2013 | 50-75% |
| WRIGHT, WM., ROBERT | Individual | GREY MOUNTAIN PARTNERS HOLDINGS, LLC | MANAGING MEMBER | 12/2013 | 50-75% |
| KUO, JEFFREY, T | Individual | GREY MOUNTAIN PARTNERS HOLDINGS, LP | LIMITED PARTNER | 12/2013 | 50-75% |
| WRIGHT, WM., ROBERT | Individual | GREY MOUNTAIN PARTNERS HOLDINGS, LP | LIMITED PARTNER | 12/2013 | 50-75% |