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CATAMOUNT STRATEGIC ADVISORS, LLC
CRD 150823
4235 HILLSBORO PIKE, #300, NASHVILLE, TN, 37215, United States
Phone
(415) 240-4222
Fax
(415) 240-4222
Registration
— (—)
Source
State registered
Total AUM
$114.1M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
Yes
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 2 | $114.1M |
All web addresses on file
Official SEC filing: View on IAPD