CATAMOUNT STRATEGIC ADVISORS, LLC

RIASEC Registered
Total AUM
$114M
Discretionary
$0
0% of AUM
Avg account
$57M
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
NASHVILLE, Tennessee
CRD number
150823
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • COBB SADLER

    Managing PartnerCRD 4225742

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth