Old Mountain Private Trust Company Overview

  • Type
  • Family Office (Single)
  • Founded
  • 2007
Founded
  • Professionals
  • 2
Professionals

Old Mountain Private Trust Company General Information

Description

Old Mountain Private Trust Company is a single-family office based in New York, New York. Established in 2007, the firm offers family office services including financial planning, estate planning, tax planning, investment services, and trust administration. The assets of the firm are managed by the executive management team.

Contact Information

Year Founded
2007
Open To Secondaries
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Open To First Time Founds
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Institution Type
Family Office (Single)
Primary Contact
000000 000000
Title
President
Primary Office
  • 551 5th Avenue
  • Suite 2800
  • New York, NY 10176
  • United States
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Old Mountain Private Trust Company Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Old Mountain Private Trust Company Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    42.00 %  Actual
  • Target Real Estate:
    Real Estate:
    42.00 %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Old Mountain Private Trust Company Team (4)

Name Title Office
Daniel Mosley President New York, NY
Robert Ziebarth Executive New York, NY
Michael Wallace Vice President Trust Administration New York, NY
You’re viewing 3 of 4 team members. Get the full list »