{"url":"https://nivawealth.com/firms/great-mountain-partners-309528","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/309528","regulatoryAum":14107025927,"crd":"309528","secFileNumber":"801-119799","legalName":"Great Mountain Partners LLC","displayName":"Great Mountain Partners","website":null,"linkedinUrl":"https://www.linkedin.com/company/great-mountain-partners/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"157 Church Street, 20th Floor","city":"New Haven","state":"CT","stateName":"Connecticut","country":"United States","postalCode":"06510"},"tradeNames":[],"registration":{"secApproved":"13 November 2020","noticeFilings":1,"latestNoticeFiling":"13 November 2020","inventory":{"sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_FIRM_SEC_Feed_10_15_2026.xml.gz","sourceAsOf":"2026-10-15","retrievedAt":"2026-10-16T03:16:53.781384+00:00","noticeFilings":[{"status":"Notice Filed","jurisdiction":"Connecticut","effectiveDate":"2020-11-13"}],"registrationStatus":[{"status":"Approved","jurisdiction":"SEC","effectiveDate":"2020-11-13"}]}},"staff":{"employees":17,"advisory":10,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":14107025927,"discretionaryAccounts":11,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":11,"regulatoryAum":14107025927}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Great Mountain Partners has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Ethan Tyminski","title":"Chief Financial Officer","crd":"7355781"},{"name":"Mallory Papp","title":"Chief Compliance Officer","crd":"8243215"},{"name":"Jonathan Rotolo","title":"Manager and Member","crd":"4789320"},{"name":"Alexander Thomson","title":"Manager and Member","crd":"5043149"}],"ownership":[{"label":"Jonathan Rotolo","detail":"Manager and member in the 50% to 75% ownership band and a control person, since March 2020."},{"label":"Alexander Thomson","detail":"Manager and member in the 50% to 75% ownership band and a control person, since March 2020."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Connecticut","offices":1,"addresses":[{"street":"157 Church Street, 20th Floor","city":"New Haven","headquarters":true}]},{"state":"Michigan","offices":1,"addresses":[{"street":"3001 Coolidge Road","city":"East Lansing"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"203-993-6149","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":11},"sources":{"adv1FilingDate":"27 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/309528/PDF/309528.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Great Mountain Partners have?","answer":"Great Mountain Partners has 11 clients and manages $14.1 billion for them, as of March 2026.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Great Mountain Partners offer?","answer":"Great Mountain Partners provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Great Mountain Partners have?","answer":"Great Mountain Partners has 0 investment adviser representatives registered with state securities authorities, out of 17 employees, and 10 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Great Mountain Partners?","answer":"Great Mountain Partners’ direct owners are Jonathan Rotolo (50% to 75%) and Alexander Thomson (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Great Mountain Partners get paid?","answer":"Great Mountain Partners is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":{"url":"https://nivawealth.com/firms/great-mountain-partners-309528/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-06","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1815467/000181546726000002/0001815467-26-000002-index.html","totalValue":9280780,"positionCount":1,"top10Share":1,"top10":[{"issuer":"NEW FORTRESS ENERGY INC","titleOfClass":"COM CL A","cusip":"644393100","value":9280780,"shares":25559846,"shareType":"SH","priorValue":15080309,"priorShares":25559846}],"positionsListed":1,"positions":[{"issuer":"NEW FORTRESS ENERGY INC","titleOfClass":"COM CL A","cusip":"644393100","value":9280780,"shares":25559846,"shareType":"SH","priorValue":15080309,"priorShares":25559846}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}