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 a small privately held advisory firm organized as an LLC that focuses on portfolio management for pooled investment vehicles. The firm serves institutional clients and charges both a percentage-of-assets fee and performance-based fees. It does not describe itself as an active ESG investor and is not positioned as a capital allocator; its activities center on managing pooled structures rather than acting as an allocator to external mandates.

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

    Founder and Chief Executive OfficerCRD 3133578

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

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