Catamount Capital LLC

RIAState Registered
Total AUM
$30M
Discretionary
$30M
100% of AUM
Avg account
$30M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
Dallas, Texas
CRD number
137652
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 Capital LLC is an institutional registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on portfolio management for pooled investment vehicles and serves institutional clients. Its compensation combines a percentage-of-AUM fee with performance-based fees. Catamount does not identify as an active ESG investor and is not positioned as a pension consultant or related adviser.

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
  • Karl Mattlage

    Karl Mattlage

    Founder and Chief Executive OfficerCRD 3133578

Wealth teams

FINTRX

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

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
3309 Elm St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth