Investment adviser · CRD 127496
CATAMOUNT WEALTH MANAGEMENT
Investment adviser filing (IA)
CATAMOUNT MANAGEMENT GROUP LLC
WESTPORT, CT, United States · Form ADV filed Mar 21, 2019
- Regulatory AUM
- $232M Form ADV · Item 5.F
- Client accounts
- 593 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 68 | $196,193,673 | 84.5% |
| Individuals | 132 | $23,961,429 | 10.3% |
| Retirement plans | 22 | $10,270,427 | 4.4% |
| Charities | Fewer than 5 | $1,819,054 | 0.8% |
Filing source
Form ADV 1294197 · Mar 21, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 21, 2019. View historical filings
Reported services
Individual portfolio management · Educational seminars
Compensation
Percentage of assets
Principal office
943 POST ROAD EASTWESTPORT, CT, 06880, United States
CRD 127496
Filing source
Form ADV 1294197 · Mar 21, 2019 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.