Jade Mountain Partners, LLC

Jade Mountain Partners, LLC is an independent investment adviser specializing in providing investment advisory services to institutional investor clients. The firm was founded in September 2016 and has been approved as an investment advisor since January 2018. Led by Managing Partner David Marinoff, the team offers investment management, advisory, and consulting services to institutional clients, including investment adviser firms, insurance companies, pensions, profit-sharing plans, and corporations. Jade Mountain Partners implements a customized investment approach for each client, providing continuous supervision and management over their assets. Clients can choose to have their accounts managed on a discretionary or non-discretionary basis, with the firm having trading authorization for discretionary accounts. The firm primarily relies on Fundamental investment analysis and follows a value-investing strategy. Clients are charged management fees of up to 2.00% based on assets under management, with additional performance-based fees tied to capital appreciation. There are no minimum investment requirements, and clients must subscribe to the fund or execute a written advisory agreement. Jade Mountain Partners does not receive compensation for client referrals and maintains strict client privacy policies.