REDMOUNT CAPITAL PARTNERS LLC

Overview

Redmount Capital Partners LLC is an independent, individual-owned registered investment adviser operating as an LLC. The firm serves a mix of individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. In addition to advisory services, Redmount functions as an insurance broker, which it appears to integrate with its planning and wealth management work. Its fee model is flexible: the firm charges asset-based fees, hourly fees and can assess performance-based fees where arrangements permit. Redmount does not identify as a multi-state or ESG-focused adviser, and it is not set up as a capital allocator that sponsors proprietary alternative funds; instead, it relies on third-party managers for alternative exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives