Tremblant Advisors LP

RIASEC RegisteredEst. 2024
Total AUM
$3.3B
Discretionary
$3.3B
100% of AUM
Avg account
$1.6B
Accounts
2
Employees
19
Advisory reps
2

Firm details

Headquarters
West Palm Beach, Florida
CRD number
330605
Registered since
April 19, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Tremblant Advisors LP is a limited partnership that operates as an institutional registered investment adviser. The firm is listed as a related adviser and is registered with the SEC as of 2024. Its stated client focus is institutional, and its advisory activity includes portfolio management for investment companies. Tremblant is also identified with business activities as an “other financial product salesperson” and has affiliations involving pooled investment vehicles where it can act as an investment adviser, sponsor, or general partner/managing member. The firm charges fees based on a percentage of assets under management and can assess performance-based fees. It is not described as a capital allocator, pension consultant, multi-state or ESG-focused adviser. Ownership is noted as a mix of a domestic entity and an individual. Tremblant’s client base appears highly concentrated and institutional in nature, and the firm appears structured to serve pooled vehicles and large institutional mandates rather than retail relationships.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Brett Barakett

    Brett Barakett

    Partner & ChairmanCRD 2776543

  • James Eckert

    James Eckert

    PartnerCRD 3041361

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

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Location

Primary office

West Palm Beach, FL

Palm Beach

Location

West Palm Beach, FL

Headquartered in West Palm Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
360 S Rosemary Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth