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Mount Ocean Partners provides business consulting and capital formation services to emerging and mid-sized alternative investment managers and to the allocators seeking to partner with them.

Focused on Specialized Managers

Mount Ocean Partners provides business consulting and capital formation services to emerging and mid-sized alternative investment managers and to the allocators seeking to partner with them.

Focused on Specialized Managers

What we do.

We partner with niche managers launching their firms and existing managers seeking to broaden their LP base or institutionalize their business.

Mount Ocean underwrites strategies proprietorially, as well as engages with managers identified by allocators.

What we do.

We partner with niche managers launching their firms and existing managers
seeking to broaden their LP base or institutionalize their business.

Mount Ocean underwrites strategies proprietorially, as well as engages with managers identified by allocators.
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Philosophy

There is an archetype of manager that is often hard to source yet essential for driving portfolio returns:

The proven individual or team with an informational and/or structural edge that focuses on an inefficient niche and is willing to deploy limited capital exclusively toward its best ideas. 
 

Such managers sometimes remain under the radar permanently or turn to costly financing or asset gathering relationships.

Mount Ocean provides solutions to these problems with the goal of preserving stability and economic flexibility for the manager, especially when they are launching or in their early stages.

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Capital Formation

Unique ideas for perceptive investors.

Mount Ocean shares fully underwritten ideas with our asset allocator network, including a subset of LPs focused on seeding managers or potentially collaborating with other firms on deals.

We provide fractional CFO and business consulting services to pre-launch and emerging GPs, as well as to established firms upgrading their operations or preparing for institutional due diligence.

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Finance & Operations 

Experienced guidance, proven infrastructure.

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Culture & Alignment

Managing people is very different than managing money.

Along with generating strong investment results, building a well-defined culture with thoughtful alignment is crucial to ensuring the long-term viability of an investment firm.

Built for the long game.

Mount Ocean’s engagement model is designed to facilitate long duration partnerships that enhance the chances of successfully creating significant enterprise value over time.

Outsourced CFO

Providing fractional CFO services and financial consulting that fit a firm's needs and stage.

Business Consulting

Advising GPs and allocators about operations, culture and alignment, and marketing / Investor Relations.

 Capital Formation

Relationships involving capital formation are structured based on successful outcomes for the manager. Our terms include lower absolute rates spread over a longer time period. 

Built for the long game.

Mount Ocean’s engagement model is designed to facilitate long duration partnerships that enhance the chances of successfully creating significant enterprise value over time.

 Capital Formation

Relationships involving capital formation are structured based on successful outcomes for the manager. Our terms include lower absolute rates spread over a longer time period. 

Business Consulting

Advising GPs and allocators about operations, culture and alignment, and
marketing / Investor Relations.

Outsourced CFO

Providing fractional CFO services and financial consulting that fit a firm's needs and stage.

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