Catamount Strategic Advisors, LLC
Firm details
- Headquarters
- Nashville, Tennessee
- CRD number
- 150823
- Website
- catamountllc.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Catamount Strategic Advisors, LLC is an institutional registered investment advisor organized as an LLC and owned by an individual. The firm serves institutional clients and provides portfolio management specifically for pooled investment vehicles. Its compensation model combines a percentage-of-assets-under-management fee with performance-based fees. The adviser is not identified as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Cobb Sadler
Managing PartnerCRD 4225742
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Nashville, TN
Davidson
Location
Nashville, TN
Headquartered in Nashville, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- Davidson
- Address
- 4235 Hillsboro Pike
- Time zone
- CT (UTC-6)
- Office locations
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