Grey Mountain Partners, Llc
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 12, 2026
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Feb 2024 · $12.2M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Grey Mountain Partners Fund Ii, L.P. | Private Equity Fund | Delaware | $10.7M | 31 |
| Grey Mountain Partners Fund Iii, L.P. | Private Equity Fund | Delaware | $1.4M | 41 |
| Grey Mountain Partners Affiliates Fund Iii, L.P. | Private Equity Fund | Delaware | $140K | 10 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kuo, Jeffrey, T | Co Founder And Officer | Dec 2013 (13y) | 50% – 75% of Grey Mountain Partners Holdings, Llc (indirect) | |
| Wright, Wm., Robert | Co Founder, Chief Compliance Officer And Officer | Dec 2013 (13y) | 50% – 75% of Grey Mountain Partners Holdings, Llc (indirect) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Grey Mountain Partners Holdings, Lp | Sole Member | Dec 2013 | A | 75% or more |
| Grey Mountain Partners Holdings, Llc | General Partner | Dec 2013 | B | GP / trustee / elected manager of Grey Mountain Partners Holdings, Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $12.2M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Grey Mountain Partners Fund Ii, L.P. | Private Equity Fund | $10.7M | $5.0M | 31 |
| Grey Mountain Partners Fund Iii, L.P. | Private Equity Fund | $1.4M | $1.0M | 41 |
| Grey Mountain Partners Affiliates Fund Iii, L.P. | Private Equity Fund | $140K | $50.0K | 10 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/12/2026 | 907 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 12, 2026.
View current Form ADV (SEC/IAPD) ↗