Grey Mountain Partners, LLC (Boulder)

Name: Grey Mountain Partners, LLC
Address: 1470 Walnut Street, Boulder, CO, 80302
Telephone: 303-449-5692

Grey Mountain Partners, LLC is a large advisory firm based in Boulder. It manages $547.77 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Colorado, Minnesota, and Pennsylvania.

Grey Mountain Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Grey Mountain Partners: assets under management

The assets under management (AUM) of Grey Mountain Partners, LLC is $547.77 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 55% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $547.77 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $182.59 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Grey Mountain Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Grey Mountain Partners serves?

The only and largest group of clients of Grey Mountain Partners is pooled investment vehicles with 3 clients and $547.77 million of assets under management. Among the 8 most similar advisory firms, Grey Mountain Partners has the 4th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $547.77 million for 3 clients. None of the firm’s clients are foreign persons or businesses.

Grey Mountain Partners also advises several private funds. Namely, three private equity funds. The minimum investment commitment required of non-related persons ranges from $50,000 to $5,000,000.

Careers at Grey Mountain Partners, LLC

The company employs 16 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jeffrey T Kuo	Co-founder and managing partner	1 Dec 2002	50% - 75%	1877744
Wm. Robert Wright	Co-founder and managing partner	1 Dec 2002	50% - 75%	6026852
Jeffrey M Vincent	Managing director and chief compliance officer	1 Jan 2007	Other	6026881
Alexandr Khizver	Chief financial officer	1 Feb 2012	Other	6625549
Jeffrey T Kuo	Co-founder and officer	1 Dec 2013	Other	1877744
Wm. Robert Wright	Co-founder and officer	1 Dec 2013	Other	6026852
Lp Grey Mountain Partners Holdings	Sole member	1 Dec 2013	75% - 100%	36-4776575

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Llc Grey Mountain Partners Holdings	General partner	1 Dec 2013	Other	46-4462651

Based in Boulder

The principal office where Grey Mountain Partners, LLC performs its advisory services is located at 1470 Walnut Street, Boulder, CO 80302, which is also the mailing address of the firm. An additional office of the firm is in Pittsburgh, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-449-5692 or by fax 303-449-3194. The normal business hours are 9:00 am - 5:00 pm mst on Monday - Friday. You can find more information about the New York firm at greymountain.com.