Catamount Capital LLC

RIASEC 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 an LLC that serves institutional clients. The firm’s advisory activity centers on portfolio management for pooled investment vehicles rather than individualized retail accounts. Fee arrangements combine a percentage-of-assets component with performance-based fees. Catamount is not identified as an active ESG investor, is not multi-state, and is not designated as a capital allocator or pension consultant. Ownership is listed as individual and the firm is classified as an institutional RIA; its SEC registration year is not provided.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

1 of 1
  • Karl Mattlage

    Karl Mattlage

    Founder and Chief Executive OfficerCRD 3133578

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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