TREMBLANT ADVISORS LP

RIASEC RegisteredEst. 2024
Total AUM
$3.3B
Discretionary
$3.3B
100% of AUM
Avg account
$1.6B
Accounts
2
Employees
19
Advisory reps
2

Firm details

Headquarters
WEST PALM BEACH, Florida
CRD number
330605
Registered since
April 19, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Tremblant Advisors LP is a limited partnership that registered with the SEC in 2024 and positions itself as an institutional manager focused on portfolio management for investment companies. The firm serves a very concentrated client base and functions not only as an adviser but also in sponsor and general partner roles for pooled vehicles, which indicates active involvement in structuring and operating private investment vehicles. Its business activities include distribution or sales-related functions under the label “other financial product salesperson,” which suggests the firm may take part in capital raising or placement for the funds it manages. The firm’s compensation model combines a percentage-of-AUM fee with performance-based fees. That fee mix is consistent with managers that run both asset-based mandates and incentive-aligned alternative strategies. Tremblant is not described as an active ESG investor, and it lists related-adviser relationships, implying an organizational structure that includes affiliated advisory entities or fund vehicles.

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

2 of 2
  • BRETT BARAKETT

    Partner & ChairmanCRD 2776543

  • JAMES ECKERT

    PartnerCRD 3041361

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WEST PALM BEACH, FL

PALM BEACH

Location

WEST PALM BEACH, FL

Headquartered in WEST PALM BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
360 S Rosemary Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth