SourcingSourcing

GREAT MOUNTAIN PARTNERS LLC

C25
CRD 309528·SEC 801-119799·NEW HAVEN, CT
AUM
$14.11B
$1B+
Est. Revenue
$141.1M
@ 1% on AUM
Est. EBITDA
$42.3M
@ 30% margin
Est. Deal Value
$338.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GREAT MOUNTAIN PARTNERS LLC
CRD
309528
SEC file #
801-119799
EIN
843463093
DBA names
Great Mountain Partners

Economics

AUM
$14.11B
AUM band
$1B+
AUM trajectory
'21'26
$3.40B → $14.11B▲ +315%
Client mix
Pooled Investment Vehicles11

Operations

Employees (total)
17
Advisory staff (per ADV)
10
Advisory staff (5-yr trend)
'21'26
3 advisors → 10 advisors▲ +233%
Primary office
NEW HAVEN CT
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
linkedin.com/company/great-mountain-partners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ROTOLO, JONATHAN, PETER
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
ROTOLO, JONATHAN, PETER
THOMSON, ALEXANDER, THURLOW
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:greatmountain.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001815467
Edgar Registered
Yes
Edgar Filing Count
45
Edgar First Filing Date
2020-06-19
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
28
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001815467-26-000001

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2644
Soi Zip Pct 200k Plus
0.1207
Soi Zip Returns 200k Plus
210
Soi Zip Total AGI
181,263
Fdic Zip Total Deposits
71,315,504,000
Fdic Zip Branch Count
339
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
State Street34
E*trade4
Edgar Addresses
Mailing
157 CHURCH STREET, 20TH FLOORNEW HAVEN, CT 06510
Business
157 CHURCH STREET, 20TH FLOORNEW HAVEN, CT 06510
Edgar EIN
843463093
Edgar Recent Filings
13F-HR2026-05-13 · 0001815467-26-000001
13F-HR2026-02-09 · 0001104659-26-011994
Fdic Zip Branches Raw
Fleet Bank, National AssociationNew Haven, CT
Bank of Boston ConnecticutNew Haven, CT
Fdic Zip HHI
989.5
Fdic Zip Top Bank Share Pct
19.32
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI4,762
Returns390
Stub 2
AGI12,881
Returns350
Stub 3
AGI21,955
Returns350
Soi Zip Total Business Income
7,753
Soi Zip Total Cap Gains
9,109
Soi Zip Total Dividends
6,114
Soi Zip Total Returns
1,740
Top Owner CRD
4789320
Trust Company Affiliate
Yes

People (4)

4
ROTOLO, JONATHAN, PETER
Direct Owner · 62.5%
4789320
THOMSON, ALEXANDER, THURLOW
Direct Owner · 62.5%
5043149
PAPP, MALLORY, SAMANTHA
Executive Officer · 2.5%
8243215
TYMINSKI, ETHAN, DANIEL
Executive Officer · 2.5%
7355781