9AT: GREY MOUNTAIN PARTNERS

GREY MOUNTAIN PARTNERS

Related Companies

Show removed companies

other names

GREY MOUNTAIN PARTNERS
GREY MOUNTAIN PARTNERS, LLC

Adviser Profile

Registration status

Registration Changed to GREY MOUNTAIN PARTNERS, LLC

As of Date	03/15/2025
ADV Location	BOULDER, CO, United States
Adviser Type - Mid-sized advisory firm
Number of Employees	3 -40%
of those in investment advisory functions	2 -33%

AUM^*	39,744,850 -51%
of that, discretionary	39,744,850 -51%
Private Fund GAV^*	0 -100%
Avg Account Size	13,248,283 -51%
SMA’s	No
Private Funds	0 3
Contact Info	303 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

767M 658M 548M 438M 329M 219M 110M

2015 2016 2017 2018 2019 2020 2021 2022

Discretionary

Non-discretionary

Private Funds

GAV Count

Employees

Brochure Summary

Overview

Grey Mountain Partners, LLC (“Grey Mountain”), a Delaware limited liability company, is a private equity firm that specializes in middle market private companies. Grey Mountain was founded in 2003. The principal owners of Grey Mountain are William Robert Wright II and Jeffrey Kuo. Grey Mountain’s investment advisory business is principally focused on private equity buyout investments in North American-based, lower-middle market private companies in basic industries (e.g., niche manufacturing, industrial services and business services). Grey Mountain primarily seeks investment opportunities in companies where it can partner with management teams to create value by improving operations. Grey Mountain’s investment activity is primarily focused on majority investments in lower - middle market companies with enterprise values from $30 million to $150 million in basic industries (e.g., niche manufacturing, industrial services and business services) that have manageable competitive dynamics and risk factors that may be mitigated through planning and execution.
Grey Mountain provides the services described above to its advisory clients, including Grey Mountain Partners Fund II, L.P. (“Fund II”), Grey Mountain Partners Fund III, L.P. (“Fund III”), and Grey Mountain Partners Affiliates Fund III, L.P. (“Affiliates Fund III”) which are private investment funds (each referred to as a “Fund,” and together as the “Funds”).

A related person of Grey Mountain acts as the general partner of the Funds, and Grey Mountain serves as investment adviser to the Funds. References to Grey Mountain in this Brochure include, as the context requires, affiliates through which Grey Mountain provides investment advisory services or that act in any capacity referenced in the previous sentence. Grey Mountain has tailored its advisory services to the specific investment objectives and restrictions of the Funds, as set forth in the respective Fund’s limited partnership agreement and management agreement. Investors and prospective investors of the Funds should refer to the confidential private placement memorandum, limited partnership agreement, management agreement and/or other governing documents (collectively, the “Governing Documents”) of each Fund for complete information on the investment objectives and investment restrictions with respect to that Fund. There is no assurance that any of a Fund’s investment objectives will be achieved. In accordance with common industry practice, the Funds and/or its general partner may enter into “side letters” or similar agreements with certain investors pursuant to which the general partner grants the investor specific rights, benefits, or privileges that are not made available to investors generally. As of December 31, 2022, Grey Mountain managed approximately $80.4 million in assets on a discretionary basis.