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MOUNTAINEER PARTNERS MANAGEMENT, LLC

NEW YORK, NY · CRD 163089 · IAPD ↗ · mountaineerpartners.com · 646-459-7064

$305.7MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
3Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — MOUNTAINEER PARTNERS MANAGEMENT, LLC reported RAUM up 63% ($187.4M -> $305.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
30
April 2025 — MOUNTAINEER PARTNERS MANAGEMENT, LLC reported RAUM down 26% ($252.7M -> $187.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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