Jade Mountain Partners, LLC

Fee-Only (% of Portfolio)

Jade Mountain Partners provides ongoing investment management, advisory, and consulting services to institutional clients, including investment firms, insurance companies, and pension plans. They identify and analyze investment opportunities, make recommendations, monitor investments, and provide related services. Client accounts are managed on a discretionary or non-discretionary basis. Jade Mountain Partners invests in foreign issues, private transactions collateralized by insurance receivables, securitizations collateralized by insurance receivables, hybrid capital transactions, fixed income, and litigation finance.

Assets Under Management$820M
Clients7
AdvisorsN/A
Avg. per Client$120M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Jade Mountain Partners charges an annual management fee of up to 2.00% of the client's assets. The exact fee is determined on a client-by-client basis. The management fee is generally calculated as a percentage of committed capital during the investment period and as a percentage of invested capital following the expiration of the investment period. Fees are collected monthly or quarterly, either in advance or in arrears, depending on the contract. In addition to the management fee, Jade Mountain Partners is compensated through a performance-based fee, generally not exceeding 20.00% of the capital appreciation above certain hurdle rates.

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Jade Mountain Partners, LLC | TrueAdvisor