Catamount Capital Parnters, L.P. is a large advisory firm based in Dallas. It manages $27 million of regulatory assets for 85 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Colorado, Louisiana, and Texas.
Catamount Capital Parnters provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and security ratings or pricing services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Catamount Capital Parnters, L.P. is $27 million. The firm's AUM has grown by 3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Catamount Capital Parnters, L.P. for their services and products based on a percentage of assets under management, hourly charges, and subscription fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Catamount Capital Parnters, L.P. performs its advisory services is located at 2602 Mckinney Ave., Dallas, TX 75204 The mailing address of the firm is 2602 Mckinney Ave., Dallas, TX 75204. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 214-871-1116 or by fax 214.871.1104. The normal business hours are 8 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.catamountcp.com.