G
CRD: 133909
Great Mountain Capital Management LLC
$6.5M Total AUM
$6.5M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-23-2005
- Office Locations
- 1
Office Locations
-- Lincolnwood IL
About Great Mountain Capital Management LLC
Great Mountain Capital Management LLC is a Chicago-based RIA. The firm has been operating for 21 years. Managing $6.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Team overview
-- AVG AGE
$6.5M AVG AUM / ADVISOR
$326.8K AVG AUM / CLIENT
21.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
AARON DOV SHAFTER
Financial Advisor, Managing Member, President
- CRD
- #1910829
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,536,191 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,536,191 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Non-Investment Grade:
Available Derivatives:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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