Tremblant Advisors LP

RIASEC Registered
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 an institutional registered investment adviser that began SEC registration in 2024. Organized as a limited partnership with domestic ownership, the firm focuses on serving institutional clients and provides portfolio management services for investment companies. Its business mix includes functioning as an adviser and sponsor — acting in GP and managing member roles for pooled investment vehicles — and it also engages in the sale of other financial products. The firm’s compensation model combines a percentage-of-assets fee with performance-based fees, which aligns economic incentives with fund-level performance. Tremblant is not flagged as an active ESG investor and reports related-adviser relationships, indicating affiliated entities participate in its advisory or sponsor activities.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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