{"url":"https://nivawealth.com/firms/jade-mountain-partners-290415","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/290415","regulatoryAum":588389751,"crd":"290415","history":[{"filedOn":"2021-03-17","regulatoryAum":925991381,"clients":7,"employees":17,"offices":2},{"filedOn":"2022-07-08","regulatoryAum":1227240121,"clients":9,"employees":17,"offices":2},{"filedOn":"2023-03-29","regulatoryAum":1087379605,"clients":9,"employees":17,"offices":2},{"filedOn":"2024-04-30","regulatoryAum":960254516,"clients":9,"employees":16,"offices":2},{"filedOn":"2025-03-31","regulatoryAum":822593777,"clients":7,"employees":16,"offices":2},{"filedOn":"2026-08-04","regulatoryAum":588389751,"clients":6,"employees":16,"offices":2}],"secFileNumber":"801-112340","legalName":"Jade Mountain Partners, LLC","displayName":"Jade Mountain Partners","slug":"jade-mountain-partners-290415","website":"https://jademountainpartners.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/290415/01bba5d876bd99ae-r1.webp","tone":"light","width":687,"height":200,"sourceUrl":"https://www.jademountainpartners.com/","sourceLabel":"Jade Mountain Partners, LLC, website"},"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/jade-mountain-partners/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"50 Main Street, Suite 970","city":"White Plains","state":"NY","stateName":"New York","country":"United States","postalCode":"10606"},"tradeNames":[],"registration":{"secApproved":"19 January 2018","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":16,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":588389751,"discretionary":56361148,"discretionaryAccounts":1,"nonDiscretionary":532028603,"nonDiscretionaryAccounts":5,"wrapProgram":null,"nonUsClientsPct":33,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":6,"regulatoryAum":588389751}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Jade Mountain Partners does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Khurrum Ajazi","title":"Chief Financial Officer","crd":"5845237"},{"name":"Ora Sheinson","title":"Chief Compliance Officer","crd":"6893214"},{"name":"David Marinoff","title":"Managing Member","crd":"4558537"},{"name":"Henry Wu","title":"Member","crd":"2603512"}],"ownership":[{"label":"David Marinoff","detail":"Managing member in the 75% or more ownership band and a control person, since September 2016."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":1},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"New York","offices":1,"addresses":[{"street":"50 Main Street, Suite 970","city":"White Plains","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"212-433-4324","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":6},"sources":{"adv1FilingDate":"4 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/290415/PDF/290415.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Jade Mountain Partners have?","answer":"Jade Mountain Partners has 6 clients and manages $588 million for them, as of August 2026. They include 6 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 4 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Jade Mountain Partners offer?","answer":"Jade 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 Jade Mountain Partners have?","answer":"Jade Mountain Partners has 0 investment adviser representatives registered with state securities authorities, out of 16 employees, and 3 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 Jade Mountain Partners?","answer":"Jade Mountain Partners’ direct owner is David Marinoff (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 4 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Jade Mountain Partners get paid?","answer":"Jade 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"}},{"question":"How do I contact Jade Mountain Partners?","answer":"Jade Mountain Partners’ main office is at 50 Main Street, Suite 970, White Plains, NY 10606. Its phone number is 212-433-4324. Its website is jademountainpartners.com.","source":"Form ADV Part 1A, Item 1.F, filed 4 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva 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."}