MOUNTAINEER PARTNERS MANAGEMENT, LLC

HTTP://WWW.MOUNTAINEERPARTNERS.COM NEW YORK, NY Investment Advisor How do I update this listing?

Mountaineer Partners Management is based out of New York. Mountaineer Partners Management is a large advisory firm with 4 clients and discretionary assets under management (AUM) of $209,145,781 (Form ADV from 2018-03-27). Their last reported 13F filing for Q4 2018 included $117,581,000 in managed 13F securities and a top 10 holdings concentration of 85.4%. Mountaineer Partners Management's largest holding is Ingevity Corp with shares held of 181,814. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 3.26%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

MOUNTAINEER PARTNERS MANAGEMENT, LLC
Classified as Hedge Fund
150 EAST 58TH STREET 14TH FLOOR
NEW YORK NY    10155
Country: United States

Business Phone: 646-459-7063
Fax: 646-459-7058
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 5
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 110,198,000
Total Number of Clients: 4
Amount of client funds and securities by related persons: 28,551,500
Total Number of clients from related persons: 1
Disclosures:
Data above was derived from SEC filings.

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MOUNTAINEER PARTNERS MANAGEMENT, LLC

ownership team - last updated 2017-03-23
Name Title Start Date Direct/Indirect % Ownership
LEE, MARK, M MANAGING MEMBER 05/01/2011 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
MOUNTAINEER PARTNERS MANAGEMENT, LLC MANAGING MEMBER direct 2011-05-01
BORTON, BENJAMIN, ALEXANDER PRINCIPAL 01/01/2012 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
CABEZON CAPITAL MARKETS, LLC MEMBER direct 2008-01-01
MOUNTAINEER PARTNERS MANAGEMENT, LLC PRINCIPAL direct 2012-01-01
SIMON, MARC, DAVID CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER 03/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
LONGACRE FUND MANAGEMENT, LLC CHIEF FINANCIAL OFFICER direct 2002-02-01
MOUNTAINEER PARTNERS MANAGEMENT, LLC CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER direct 2012-03-01
HALLOWELL, JOHN, P. MEMBER 05/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MOUNTAINEER PARTNERS MANAGEMENT, LLC MEMBER direct 2011-05-01
WILLIAMS, GREGORY, STEPHEN MEMBER 03/01/2017 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MOUNTAINEER PARTNERS MANAGEMENT, LLC MEMBER direct 2017-03-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
MOUNTAINEER PARTNERS, LP United States 805-4902557124 Hedge Fund 13,304,704 1,000,000 Feeder Fund
MOUNTAINEER MASTER FUND, LTD. Cayman Islands 805-4330111765 Hedge Fund 25,238,306 1,000,000 Master Fund
MOUNTAINEER OFFSHORE FUND, LTD. Cayman Islands 805-9625197965 Hedge Fund 4,964,782 1,000,000 Feeder Fund

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