Mountain Capital Management, LLC

RIASEC Registered
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$114M
Accounts
12
Employees
8
Advisory reps
2

Firm details

Headquarters
Houston, Texas
CRD number
281465
Registered since
October 15, 2015
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Mountain Capital Management, LLC is an individually owned limited liability company that operates as a private equity fund adviser. The firm is registered with the SEC and has been SEC-registered since 2015. Its advisory activity centers on portfolio management for pooled investment vehicles, and it serves an institutional client base. Fee arrangements include a percentage-of-AUM component, performance-based fees and other fee elements consistent with private fund economics. The firm identifies as an active ESG investor and also plays sponsor/GP and CPO/CTA roles or serves as managing member for pooled vehicles it advises.

Assets & Accounts

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

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Contacts

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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

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
811 Louisiana St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth