Mountain Capital Management, LLC
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 281465
- Registered since
- October 15, 2015
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Mountain Capital Management, LLC is an SEC-registered limited liability company that operates as a private equity manager and adviser to pooled investment vehicles. The firm has been registered with the SEC since 2015 and is owned by an individual. Its client base is primarily institutional, and its advisory mandate centers on portfolio management for pooled funds where Mountain Capital serves as an adviser and sponsor/GP-type manager. Fee arrangements include asset-based fees, performance-based components and other customized structures. The firm identifies itself as an active ESG investor and reports engagement with pooled-product governance and sponsor roles rather than serving as a broad capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Samuel Oh
President and Chief Investment OfficerCRD 3270306
Contacts
1 of 1Stephen Sparks
Vice President of AccountingCRD 6728298
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 811 Louisiana St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Recurrent Investment Advisors LLC
RIAHouston, TX
Symphony Financial, Ltd. Co
RIAHouston, TX
Alterna Wealth Management, Inc.
RIAHouston, TX
Callahan Advisors, LLC
RIAHouston, TX
Chambers Energy Capital
RIAHouston, TX
Amberjack Capital Partners, L.P.
RIAHouston, TX