DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Great Mountain Partners
Legal name Great Mountain Partners LLC
Latest filing Mar 27, 2026
First filing on the tape Oct 14, 2020 · 13 filings
SEC status approved since Nov 13, 2020
RAUM
$14B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
17
10 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
11
reported on Schedule D
History
13 filings and snapshots on the tape
RAUM$14B as of Mar 27, 2026
Mar 30, 2021$5.2B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Mar 30, 20210 then
Employees (5.A)17 as of Mar 27, 2026
Mar 30, 20215 then
Private funds11 as of Mar 27, 2026
Mar 30, 20214 then
RAUM +25% over the last fiscal year+17% a year over threeIARs 0 to 0offices 0 to 1
Practice profile
derived from the filing of Mar 27, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $1.3BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +25%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$14B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 11reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
9 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Axton Holdings, LLC | Private Equity Fund | $3.8B | 8 | Oct 14, 2020 |
| Green Range Funds, LLC | Private Equity Fund | $3.6B | 2 | Mar 31, 2023 |
| Blue Range Funds LLC | Private Equity Fund | $1.1B | 2 | Mar 31, 2023 |
| Energy Transition Holdings LLC | Private Equity Fund | $967M | 2 | Oct 14, 2020 |
| Castle Credit Smrs Holdings, LLC | Private Equity Fund | $396M | 7 | Oct 14, 2020 |
| Nyanza LLC - Series II | Private Equity Fund | $293M | 3 | Mar 30, 2022 |
| Smrs Samsara Portfolio LLC | Private Equity Fund | $204M | 2 | Mar 26, 2024 |
| Blue Peak Holdings, LLC | Private Equity Fund | $201M | 2 | Mar 31, 2023 |
| Golden Bell Azalea, LLC | Private Equity Fund | $0 | 2 | Mar 30, 2021 |
Owners and control persons
Schedule A and B, latest filing
- Peter Jonathan Rotolo · Manager And Membercontrolsince 03/2020 · owns 50% to 75%
- David Gregory Smith · Chief Compliance Officercontrolsince 09/2020 · owns less than 5%
- Thurlow Alexander Thomson · Manager And Membercontrolsince 03/2020 · owns 50% to 75%
- Daniel Ethan Tyminski · Chief Financial Officercontrolsince 08/2020 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 10 to 11Jun 2, 2025 to Mar 27, 2026
- Pooled vehicle clients · 10 to 11Jun 2, 2025 to Mar 27, 2026
- Private funds · 9 to 11Jun 2, 2025 to Mar 27, 2026
- Discretionary RAUM · $11B to $14BJun 2, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $11B to $14BJun 2, 2025 to Mar 27, 2026
- RAUM · $11B to $14BJun 2, 2025 to Mar 27, 2026
- Financial planning clients · unset to Mar 28, 2025 to Jun 2, 2025
- Other offices · 0 to 1Mar 28, 2025 to Jun 2, 2025
- Employees · 15 to 17May 20, 2024 to Mar 28, 2025
- Discretionary RAUM · $11B to $11BMay 20, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $11B to $11BMay 20, 2024 to Mar 28, 2025
- RAUM · $11B to $11BMay 20, 2024 to Mar 28, 2025
- Advisory employees · 8 to 10Jul 13, 2023 to Mar 26, 2024
- Employees · 11 to 15Jul 13, 2023 to Mar 26, 2024
- Private funds · 8 to 9Jul 13, 2023 to Mar 26, 2024
- Discretionary RAUM · $8.9B to $11BJul 13, 2023 to Mar 26, 2024
- Pooled vehicle RAUM · $8.9B to $11BJul 13, 2023 to Mar 26, 2024
- RAUM · $8.9B to $11BJul 13, 2023 to Mar 26, 2024
- Related bank · false to trueJul 13, 2023 to Mar 26, 2024
- Accounts · 5 to 10Jun 8, 2022 to Mar 31, 2023
- Advisory employees · 4 to 8Jun 8, 2022 to Mar 31, 2023
- BD registered reps · 2 to 0Jun 8, 2022 to Mar 31, 2023
- Pooled vehicle clients · 5 to 10Jun 8, 2022 to Mar 31, 2023
- Employees · 7 to 11Jun 8, 2022 to Mar 31, 2023
- Private funds · 5 to 8Jun 8, 2022 to Mar 31, 2023
- Discretionary RAUM · $5.4B to $8.9BJun 8, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $5.4B to $8.9BJun 8, 2022 to Mar 31, 2023
- RAUM · $5.4B to $8.9BJun 8, 2022 to Mar 31, 2023
- BD registered reps · 1 to 2Jul 23, 2021 to Mar 30, 2022
- Accounts · 4 to 5Jul 23, 2021 to Mar 30, 2022
- Advisory employees · 3 to 4Jul 23, 2021 to Mar 30, 2022
- Pooled vehicle clients · 4 to 5Jul 23, 2021 to Mar 30, 2022
- Employees · 5 to 7Jul 23, 2021 to Mar 30, 2022
- HQ city · NORFOLK to NEW HAVENJul 23, 2021 to Mar 30, 2022
- Private funds · 4 to 5Jul 23, 2021 to Mar 30, 2022
- Discretionary RAUM · $5.2B to $5.4BJul 23, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $5.2B to $5.4BJul 23, 2021 to Mar 30, 2022
- RAUM · $5.2B to $5.4BJul 23, 2021 to Mar 30, 2022
- Accounts · 3 to 4Oct 14, 2020 to Mar 30, 2021
- BD registered reps · 0 to 1Oct 14, 2020 to Mar 30, 2021
Signals
4 dated events
- Great Mountain Partners reported RAUM $8.9B, up 64% from $5.4B (2022-06-08 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Great Mountain Partners reported RAUM $5.2B, up 52% from $3.4B (2020-10-14 to 2021-03-30)Mar 30, 2021 · RAUM change · derived
- Daniel Ethan Tyminski (Vp Of Finance) appeared on Schedule A of Great Mountain PartnersMar 30, 2021 · Control person joined · fact
- Great Mountain Partners filed its initial SEC registration (Form ADV)Oct 14, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Great Mountain Partners · Independent Sponsorsshared crd · capital_provider
- Great Mountain Partners · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/great-mountain-partnersreportedpublic record, Form ADV, Sep 17, 2026
- Website
- gmp.llcreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 203.993.6149reportedpublic record, Form ADV, Mar 27, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026