Catamount Strategic Advisors, LLC

Fee-Only (% of Portfolio)

Catamount Strategic Advisors provides asset management services, focusing on investments in the technology, media, and telecom sectors. Catamount aims to generate returns through bottom-up analysis and active trading on both the long and short sides of the market. Catamount provides non-discretionary advisory services to institutional clients.

Assets Under Management$51M
Clients2
Advisors1
Avg. per Client$26M
Avg. per Advisor$51M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%

Also receives a 10% incentive fee on an annual basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Catamount Strategic Advisors, LLC | TrueAdvisor