{ "crd_number": 309528, "slug": "great-mountain-partners-new-haven-ct-309528", "primary_business_name": "GREAT MOUNTAIN PARTNERS", "legal_name": "GREAT MOUNTAIN PARTNERS LLC", "dbas": [], "city": "New Haven", "state": "CT", "country": "United States", "cbsa_code": "35300", "metro": { "cbsa_code": "35300", "common_name": "New Haven", "msa_name": "New Haven, CT", "path": "/advisors/ct/new-haven" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2020-11-13", "years_registered": 5, "period": "2026-10-01", "filing_date": "2026-03-27", "carried_forward": false, "raum_total": 14107025927.0, "raum_discretionary": 14107025927.0, "raum_non_discretionary": 0.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 17, "advisory_employees": 10, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 14107025927.0, "count": 11 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CT" ], "websites": [ "https://gmp.llc", "https://linkedin.com/company/great-mountain-partners" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/309528", "city_as_filed": "NEW HAVEN", "url": "https://advisorcensus.com/firm/great-mountain-partners-new-haven-ct-309528", "display_name": "Great Mountain Partners", "summary": "Great Mountain Partners is an SEC-registered investment advisory firm in New Haven, CT, registered since 2020, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.", "citation": "AdvisorCensus. Great Mountain Partners (CRD 309528): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Great Mountain Partners compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Great Mountain Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees." }, { "q": "Where is Great Mountain Partners located?", "a": "Great Mountain Partners' principal office is in New Haven, CT, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is Great Mountain Partners registered with the SEC or a state?", "a": "Great Mountain Partners is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 309528." }, { "q": "How much does Great Mountain Partners manage?", "a": "Great Mountain Partners reports $14,107,025,927 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary)." }, { "q": "How have Great Mountain Partners' assets and staff changed since 2021?", "a": "In the Form ADV data for Great Mountain Partners: Regulatory assets under management: $5,164,875,548 in the October 2021 data and $14,107,025,927 in the October 2026 data, up 173%. Total employees: 5 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Great Mountain Partners serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (11)." }, { "q": "Does Great Mountain Partners report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/309528" }, { "q": "What changed in Great Mountain Partners' recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $11,315,145,744 to $14,107,025,927 (+25%). Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 5164875548.0, "total_employees": 5, "filing_date": "2021-07-23" }, { "period": "2022-10-01", "regulatory_assets_under_management": 5400624992.0, "total_employees": 7, "filing_date": "2022-06-08" }, { "period": "2023-10-01", "regulatory_assets_under_management": 8881116442.0, "total_employees": 11, "filing_date": "2023-07-13" }, { "period": "2024-10-01", "regulatory_assets_under_management": 10592680510.0, "total_employees": 15, "filing_date": "2024-05-20" }, { "period": "2025-10-01", "regulatory_assets_under_management": 11315145744.0, "total_employees": 17, "filing_date": "2025-06-02" }, { "period": "2026-10-01", "regulatory_assets_under_management": 14107025927.0, "total_employees": 17, "filing_date": "2026-03-27" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $11,315,145,744 to $14,107,025,927 (+25%).", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/great-mountain-partners-new-haven-ct-309528.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 11, "fewer_than_5": false, "raum": 14107025927.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/309528", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }