9AT: GREY MOUNTAIN PARTNERS

Adviser Profile

As of Date	03/15/2025
Registration status	Registration Changed to GREY MOUNTAIN PARTNERS, LLC
ADV Location	BOULDER, CO, United States
Contact Info	303 xxxxxxx
Websites

AUM^*	39,744,850 -51%
of that, discretionary	39,744,850 -51%
Number of Employees	3 -40%
of those in investment advisory functions	2 -33%
Private Fund GAV^*	0
Avg Account Size	13,248,283 -51%
SMA’s	No
Private Funds	0 3

Adviser Type

- Mid-sized advisory firm

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

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser PT CAPITAL ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund56.9m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV56.9m	AUM56.9m	#Funds2
Adviser GRANITE BRIDGE PARTNERS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM89.8m	#Funds-
Adviser ROG VI L.L.C.	Hedge Fund-	Liquidity Fund-	Private Equity Fund561.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV561.3m	AUM561.3m	#Funds12
Adviser CHICAGO ATLANTIC BDC ADVISERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM342.0m	#Funds-
Adviser WINGSPAN CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund74.0m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV74.0m	AUM94.5m	#Funds6
Adviser WARREN CAPITAL GROUP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM131.0m	#Funds-
Adviser XALTS	Hedge Fund-	Liquidity Fund-	Private Equity Fund92.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV92.3m	AUM92.3m	#Funds1
Adviser MONACHIL CAPITAL PARTNERS LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund41.0m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV41.0m	AUM71.7m	#Funds5
Adviser TERRAMONT INFRASTRUCTURE MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund261.5m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV261.5m	AUM549.9m	#Funds12
Adviser LONETREE CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund229.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV229.3m	AUM229.3m	#Funds6

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.

GREY MOUNTAIN PARTNERS

GREY MOUNTAIN PARTNERS

GREY MOUNTAIN PARTNERS, LLC

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GREY MOUNTAIN PARTNERS GREY MOUNTAIN PARTNERS GREY MOUNTAIN PARTNERS, LLC

Related Companies

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

GREY MOUNTAIN PARTNERS

GREY MOUNTAIN PARTNERS

GREY MOUNTAIN PARTNERS, LLC