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 organized as a limited partnership and operates as a hedge fund manager that provides portfolio management for pooled investment vehicles and for institutional businesses. The firm is registered with the SEC (since 2010) and is engaged as a CPO/CTA and sponsor/GP/managing member of pooled vehicles. Its client base is institutional, and its fee schedule combines a percentage of assets under management with performance-based fees. Tremblant identifies as a related adviser within its organizational structure and does not describe itself as an ESG-focused or multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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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

    Partner & ChairmanCRD 2776543

  • JAMES ECKERT

    PartnerCRD 3041361

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

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