MOUNTAIN CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2015
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$114M
Accounts
12
Employees
8
Advisory reps
2

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

FINTRX

Overview

Mountain Capital Management, LLC is an SEC-registered investment manager formed in 2015 and organized as a limited liability company. The firm is set up to manage private pooled vehicles for institutional clients and is classified as a private equity fund. Its advisory work centers on portfolio management for pooled investment vehicles, and the firm also serves in sponsor and general partner capacities for such vehicles. Fee arrangements include a percentage-of-AUM component alongside performance-based fees and other fee structures. Mountain Capital Management identifies as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • SAMUEL OH

    President and Chief Investment OfficerCRD 3270306

Contacts

1 of 1
  • STEPHEN SPARKS

    Vice President of AccountingCRD 6728298

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

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Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth