SourcingSourcing

GROVE MOUNTAIN PARTNERS, LLC

C39
CRD 322303·SEC 801-130734·ATLANTA, GA
AUM
$307.7M
$100M-$500M
Est. Revenue
$3.1M
@ 1% on AUM
Est. EBITDA
$923K
@ 30% margin
Est. Deal Value
$7.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GROVE MOUNTAIN PARTNERS, LLC
CRD
322303
SEC file #
801-130734
EIN
000000000
DBA names
—

Economics

AUM
$307.7M
AUM band
$100M-$500M
AUM trajectory
'25'26
$224.4M → $307.7M▲ +37%
Client mix
Pooled Investment Vehicles4

Operations

Employees (total)
7
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'25'26
6 advisors → 7 advisors▲ +17%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/13/2026
ADV-W filed at
—
Website
grovemountainpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JAMES, JW, RANSOM
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
JAMES, JW, RANSOM
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
ok
Rdap Domain
GROVEMOUNTAINPARTNERS.COM
Rdap Domain Creation Date
2020-03-26T17:41:19Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001869310
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2021-06-24
Edgar Last Filing Date
2021-06-24
Edgar Form D Count
1
Edgar Form D Offerings
2021-06-242021-06-24 · 0001869310-21-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
E*trade4
Edgar Addresses
Mailing
3017 BOLLING WAY NEATLANTA, GA 30305
Business
3017 BOLLING WAY NEATLANTA, GA 30305
Edgar EIN
000000000
Edgar Recent Filings
D2021-06-24 · 0001869310-21-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-03-26T17:41:19Z
Rdap Domain Last Changed
2026-01-27T17:06:08Z
Rdap Nameservers
Jim.ns.cloudflare.comPat.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4465177
Trust Company Affiliate
No

People (1)

1
JAMES, JW, RANSOM
Direct Owner · 87.5%
4465177