Fairmount Funds Management LLC

RIASEC RegisteredEst. 2019
Total AUM
$5.8B
Discretionary
$5.8B
100% of AUM
Avg account
$1.4B
Accounts
4
Employees
30
Advisory reps
7

Firm details

Headquarters
W Cnshohocken, Pennsylvania
CRD number
284844
Registered since
June 27, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Fairmount Funds Management LLC is an SEC-registered investment adviser organized as an LLC and operating since 2019. The firm serves institutional clients and functions across hedge fund and private equity structures; it also acts as sponsor and managing member of pooled investment vehicles. Its advisory work centers on portfolio management for pooled vehicles, and its fee model combines a percentage-of-assets fee with performance-based compensation. Fairmount is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

2 of 2
  • Matthew Ehrhart

    Matthew Ehrhart

    Chief Financial AdvisorCRD 5868280

  • Erin O'connor

    Chief Compliance OfficerCRD 6028641

Contacts

3 of 5
  • Daniel Greenberg

    Managing DirectorCRD 5563536

  • Emily Curtiss

    General CounselCRD 7876905

  • Peter Harwin

    Peter Harwin

    Managing MemberCRD 6909049

Unlock 2 more contacts

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

W Cnshohocken, PA

Montgomery

Location

W Cnshohocken, PA

Headquartered in W Cnshohocken, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Montgomery
Address
200 Barr Harbor Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

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