Old Mountain Private Trust Company Overview

  • Type
  • Family Office (Single)

  • Year Founded
  • 2007

Year Founded

  • Professionals
  • 1

Professionals

Old Mountain Private Trust Company General Information

Description

Old Mountain Private Trust Company is a single-family office based in Boston, Massachusetts. 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 office are managed by the executive management team.

Contact Information

Year Founded
2007
Open To Secondaries
Open To First Time Funds
Institution Type
Family Office (Single)
Primary Contact
Title
Vice President Trust Administration
Phone
+1 (201)
Corporate Office
  • 200 Clarendon Street
  • Floor 22
  • Boston, MA 02116
  • 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:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

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