# Jade Mountain Partners, LLC > Jade Mountain Partners, LLC is an SEC-registered investment advisory firm in White Plains, NY, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 4, 2026. - CRD: 290415 - Filed as: JADE MOUNTAIN PARTNERS, LLC - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: White Plains, NY - Filing period: October 2026 - Form ADV filing dated: August 4, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/290415 - AdvisorCensus page: https://advisorcensus.com/firm/jade-mountain-partners-llc-white-plains-ny-290415 ## Quick answers **How is Jade Mountain Partners, LLC compensated?** On its Form ADV (Item 5.E, October 2026), Jade Mountain Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. **How much does Jade Mountain Partners, LLC charge?** Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement. **Where is Jade Mountain Partners, LLC located?** Jade Mountain Partners, LLC's principal office is in White Plains, NY, according to its Form ADV. **Is Jade Mountain Partners, LLC registered with the SEC or a state?** Jade Mountain Partners, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 290415. **How much does Jade Mountain Partners, LLC manage?** Jade Mountain Partners, LLC reports $588,389,751 in regulatory assets under management in its Form ADV filing dated August 4, 2026 (10% discretionary). **How have Jade Mountain Partners, LLC's assets and staff changed since 2021?** In the Form ADV data for Jade Mountain Partners, LLC: Regulatory assets under management: $925,991,381 in the October 2021 data and $588,389,751 in the October 2026 data, down 36%. Total employees: 17 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going. **What types of clients does Jade Mountain Partners, LLC serve?** By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6). **Does Jade Mountain Partners, LLC report any disciplinary disclosures?** 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/290415 **Does Jade Mountain Partners, LLC state an account minimum?** Its Form ADV Part 2A brochure dated March 31, 2026 says: "There are no minimum investment amounts or conditions required for establishing an account managed by Jade Mountain Partners." **What changed in Jade Mountain Partners, LLC's recent Form ADV filings?** In the April 2026 filing data: Regulatory assets under management went from $822,593,777 to $588,389,751 (-28%). ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management - Performance-based fees ### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026) - Asset-based fee: up to 2% of assets a year (the maximum the brochure states) > Jade Mountain Partners will charge an annual management fee of up to 2.00% based on the client’s assets under management. - Account minimum: None > There are no minimum investment amounts or conditions required for establishing an account managed by Jade Mountain Partners. As stated in the firm's brochure. Fees can differ by service and may be negotiable. ### Regulatory assets under management (Item 5.F) - Total: $588,389,751 - Discretionary: $56,361,148 - Non-discretionary: $532,028,603 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 0 | $0 | | High net worth individuals | 0 | $0 | | Banking or thrift institutions | 0 | $0 | | Investment companies | 0 | $0 | | Business development companies | 0 | $0 | | Pooled investment vehicles (other than investment companies and business development companies) | 6 | $588,389,751 | | Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 | | Charitable organizations | 0 | $0 | | State or municipal government entities (including government pension plans) | 0 | $0 | | Other investment advisers | 0 | $0 | | Insurance companies | 0 | $0 | | Sovereign wealth funds and foreign official institutions | 0 | $0 | | Corporations or other businesses not listed above | 0 | $0 | | Other | 0 | $0 | ### Advisory services (Item 5.G) - Portfolio management for pooled investment vehicles (other than investment companies) ### Firm details - Registered since: 2018 (8 years) - Employees: 16 total, 3 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: NC, NY - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Websites listed on Form ADV (Item 1.I) - jademountainpartners.com - LinkedIn @jade-mountain-partners ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2021 | $925,991,381 | 17 | March 17, 2021 | | October 2022 | $1,227,240,121 | 17 | July 8, 2022 | | October 2023 | $1,087,379,605 | 17 | March 29, 2023 | | October 2024 | $960,254,516 | 16 | September 3, 2024 | | October 2025 | $822,593,777 | 16 | March 31, 2025 | | October 2026 | $588,389,751 | 16 | August 4, 2026 | Regulatory assets under management: $925,991,381 in the October 2021 data and $588,389,751 in the October 2026 data, down 36%. Total employees: 17 in October 2021 and 16 in October 2026. ## Changes in the filing (last 12 months) ### April 2026 - Regulatory assets under management went from $822,593,777 to $588,389,751 (-28%). ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jade Mountain Partners, LLC (CRD 290415): Form ADV filing data as of October 2026.