Fairmount Funds Management LLC

RIASEC Registered
Total AUM
$5.8B
Discretionary
$5.8B
100% of AUM
Avg account
$1.4B
Accounts
4
Employees
30
Advisory reps
7

Firm details

Headquarters
West Conshohocken, Pennsylvania
CRD number
284844
Registered since
June 27, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Fairmount Funds Management LLC is a privately owned investment manager that operates as a hedge fund and private equity sponsor. The firm is structured as an LLC and became SEC-registered in 2019. Its business model centers on managing pooled investment vehicles — including serving as a general partner/managing member of those vehicles — for an institutional client base. Fairmount charges both a percentage-of-assets fee and performance-based fees. The firm does not describe itself as an active ESG investor and is not set up as a multi-state adviser or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

West Conshohocken, PA

Montgomery

Location

West Conshohocken, PA

Headquartered in West Conshohocken, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Montgomery
Address
200 Barr Harbor Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth