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JADE MOUNTAIN PARTNERS, LLC

WHITE PLAINS, NY · CRD 290415 · IAPD ↗ · 212-433-4324

$588.4MRegulatory AUM
3Advisory reps
16Employees
0Clients
n/aPlanning clients
6Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

33
April 2026 — JADE MOUNTAIN PARTNERS, LLC reported RAUM down 28% ($822.6M -> $588.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
33
October 2024 — JADE MOUNTAIN PARTNERS, LLC moved its main office from NEW YORK, NY to WHITE PLAINS, NY.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

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