Mountaineer Partners Management, LLC is a large advisory firm based in New York. It manages $225.57 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of New York.
Mountaineer Partners Management provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mountaineer Partners Management, LLC is $225.57 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 2052% since the beginning of its operation, and $121.13 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Mountaineer Partners Management, 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.
The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Mountaineer Partners Management is pooled investment vehicles with 3 clients and $121.13 million of assets under management. Among the 9 most similar advisory firms, Mountaineer Partners Management has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $169.08 million for 4 clients. 40% of the firm’s clients are foreign persons or businesses.
Mountaineer Partners Management also advises several private funds. Namely, three hedge funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.
The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person 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.
The principal office where Mountaineer Partners Management, LLC performs its advisory services is located at 150 East 58 Th Street, New York, NY 10155, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 646-459-7063 or by fax 646-459-7058. The normal business hours are 8 am to 5pm eastern standard time on Monday - Friday.