Overview
Assets Under Management: $480 million
High-Net-Worth Clients: 4
Average Client Assets: $22.1 million
Frequently Asked Questions
10TH MOUNTAIN, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #285804), 10TH MOUNTAIN, LLC is subject to fiduciary duty under federal law.
10TH MOUNTAIN, LLC serves 4 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, 10TH MOUNTAIN, LLC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
10TH MOUNTAIN, LLC manages $480 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, 10TH MOUNTAIN, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 18.36%
Average Client Assets: $22.1 million
Total Client Accounts: 14
Discretionary Accounts: 14
Regulatory Filings
CRD Number: 285804
Filing ID: 2082516
Last Filing Date: 2026-03-25 15:17:39