Tremblant Capital Group

RIASEC RegisteredEst. 2010
Total AUM
$745M
Discretionary
$745M
100% of AUM
Avg account
$82.7M
Accounts
9
Employees
19
Advisory reps
2

Firm details

Headquarters
West Palm Beach, Florida
CRD number
138743
Registered since
June 29, 2010
Custodians
J.P. MORGAN SECURITIES INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, FIDELITY INVESTMENTS INSTITUTIONAL OPERATIONS COMPANY LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Other39.68%
  • Pooled Investment Vehicles26.14%
  • Charitable Organizations26.03%
  • Pension & Profit Sharing Plans8.16%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Tremblant Capital Group is a limited partnership operating as a hedge fund manager and commodity pool/CTA-type operator. The firm is SEC-registered since 2010 and primarily serves institutional clients. Its advisory activity centers on portfolio management for pooled investment vehicles and for businesses or institutions. Compensation combines a percentage-of-AUM component with performance-based fees. The firm is not positioned as an ESG investor, is not a multi-state adviser, and reports a related adviser relationship in its filings.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

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

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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