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GREAT MOUNTAIN PARTNERS

NEW HAVEN, CT · CRD 309528 · IAPD ↗ · 203.993.6149

$14.11BRegulatory AUM
10Advisory reps
17Employees
0Clients
n/aPlanning clients
11Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
July 2025 — GREAT MOUNTAIN PARTNERS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
57
April 2024 — GREAT MOUNTAIN PARTNERS grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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