Pontem Investment Management Company

RIASEC RegisteredEst. 2026
Total AUM
$279M
Discretionary
$279M
100% of AUM
Avg account
$140M
Accounts
2
Employees
6
Advisory reps
4

Firm details

Headquarters
Houston, Texas
CRD number
330449
Registered since
August 5, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Pontem Investment Management Company is a privately held investment manager organized as an LLC and registered with the SEC in 2026. The firm functions primarily as a manager and sponsor of pooled private equity vehicles, serving institutional clients rather than retail investors. Pontem acts in GP and managing-member roles for its funds and provides portfolio management for pooled investment vehicles. Its compensation structure combines a percentage-of-assets fee with performance-based fees, and it does not market itself as an active ESG investor.

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

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Jeffrey Bartlett

    Jeffrey Bartlett

    ManagerCRD 2788586

  • Michael Buckingham

    Michael Buckingham

    Managing DirectorCRD 4671869

  • Russell Kelley

    Managing PartnerCRD 4833998

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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
700 Louisiana St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth