CATAMOUNT STRATEGIC ADVISORS, LLC
Firm details
- Headquarters
- NASHVILLE, Tennessee
- CRD number
- 150823
- Website
- catamountllc.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Catamount Strategic Advisors, LLC is a small, institutionally focused advisory firm that concentrates on portfolio management for pooled investment vehicles. The firm's business model combines a percentage-of-assets fee with performance-based fees, a setup that typically aligns manager compensation with fund performance and is common among managers running private or pooled strategies. Catamount is not positioned as an ESG-focused manager and does not operate as a multi-state adviser; its client base is institutional rather than retail. The adviser’s activities are centered on managing strategies through pooled vehicles rather than managing individual retail accounts. The unclassified firm structure and its emphasis on pooled vehicle management suggest a boutique operator serving a narrow set of institutional mandates.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1COBB SADLER
Managing PartnerCRD 4225742
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NASHVILLE, TN
DAVIDSON
Location
NASHVILLE, TN
Headquartered in NASHVILLE, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- DAVIDSON
- Address
- 4235 Hillsboro Pike
- Time zone
- CT (UTC-6)
- Office locations
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