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GREY MOUNTAIN PARTNERS

BOULDER, CO · CRD 161116 · IAPD ↗ · greymountain.com · 303-449-5692

$39.7MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
April 2025 — GREY MOUNTAIN PARTNERS (BOULDER, CO) left the SEC roster (was $39.7M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
30
March 2024 — GREY MOUNTAIN PARTNERS reported RAUM down 51% ($80.4M -> $39.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.