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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
Reported AUM
767M
658M
548M
438M
329M
219M
110M
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024