Jade Mountain Partners, LLC (New York)

Name: Jade Mountain Partners, LLC
Address: 400 Madison Avenue, New York, NY, 10017
Telephone: 212-433-4300

Jade Mountain Partners, LLC is a large advisory firm based in New York. It manages $352.92 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Georgia and New York.

Jade Mountain Partners provides 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.

Jade Mountain Partners: assets under management

The assets under management (AUM) of Jade Mountain Partners, LLC is $352.92 million. $352.92 million of the total AUM is attributable to clients outside of the United States.

Jade Mountain Partners has custody of $352.92 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jade 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 Jade Mountain Partners serves?

The only and largest group of clients of Jade Mountain Partners is pooled investment vehicles with 2 clients and $352.92 million of assets under management. Among the 6 most similar advisory firms, Jade Mountain Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $352.92 million for 2 clients. 100% of the firm’s clients are foreign persons or businesses.

Jade Mountain Partners also advises several private funds. Namely, two other private funds.

Careers at Jade Mountain Partners, LLC

The company employs 9 people that are either part- or full-time employees. 22 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
David Eric Marinoff	Managing member	1 Sep 2016	50% - 75%	4558537
Henry S. Wu	Member	1 Oct 2017	25% - 50%	2603512
Ora Rivka Sheinson	Chief compliance officer	1 Dec 2017	Other	6893214

Based in New York

The principal office where Jade Mountain Partners, LLC performs its advisory services is located at 400 Madison Avenue, New York, NY 10017, which is also the mailing address of the firm. An additional office of the firm is in Atlanta, GA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-433-4300. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at jademountainpartners.com and its LinkedIn profile.