Redmount Capital Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$18,998,515
Clients
28
Advisors
2
of 3 employees
About
Redmount Capital Partners provides asset management, financial planning, financial consulting, and ERISA retirement plan services to individuals, high‑net‑worth clients, trusts, and business entities. The firm manages about $36.9 million for 28 clients through both discretionary and non‑discretionary arrangements and offers private‑equity advisory to accredited investors.
Its investment approach combines fundamental analysis and Modern Portfolio Theory with strategies that can include long‑term and short‑term holdings, options trading (covered, uncovered and spread strategies), and private‑equity due diligence and monitoring. A larger share of the firm’s AUM is managed on a non‑discretionary basis ($21.86M non‑discretionary versus $15.03M discretionary), and private‑equity positions are reviewed on an ongoing basis with at least annual client updates.
Compared with many peers, the firm offers performance‑based fee arrangements for private equity (a disclosed 25% share of profits payable when capital is returned) and maintains eligibility thresholds for performance‑fee accounts. The firm’s principals are also licensed insurance agents and provide commercial finance consulting, receiving approximately 10% of their compensation from external sources; these relationships and associated conflicts are disclosed and addressed in the firm’s policies.
Client services
Expertise
Occupation focus
Fee options
Fixed minimum fee of $1,500 for Financial Planning and Financial Consulting services
$0 - $5,000,000: 0.50% annually for Cash Management Accounts Above $5,000,000+: 0.25% annually for Cash Management Accounts $0 - $3,000,000: 1.25% annually for Investment Portfolios $3,000,001 - $5,000,000: 1.00% annually for Investment Portfolios Above $5,000,000+: 0.75% annually for Investment Portfolios
Investment Advisor Representatives receive commissions from insurance product sales (approximately 10% of their compensation)
Negotiable hourly rates between $300 and $500 for Financial Planning and Financial Consulting services
Private Equity Investments: 25% of profits when capital is returned; Performance-based fees for certain clients meeting specific wealth criteria, based on portfolio performance above benchmark
Minimum fee: $1,500 minimum fee for Financial Planning and Financial Consulting services Fee-only: Fees based solely on assets under management, no commissions on advisory services
Main office
23 Corporate Plaza Dr., Suite 150
Newport Beach CA 92660
Advisors at this office
2
Most active in
California · New Jersey · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Armen G
Series 66
Newport Beach, CA
Redmount Capital Partners LLC
Armen Grigorian is a financial advisor with Redmount Capital Partners LLC in Newport Beach, CA, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Cobalt Commercial Credit, SellWise Inc., and Redmount Mergers and Acquisitions. He is also involved in business data and analytics as treasurer and secretary of SellWise Inc. Redmount Capital Partners provides asset management, financial planning, consulting, and ERISA retirement plan services to individuals, high-net-worth clients, trusts, and business entities. The firm employs a combination of fundamental analysis and Modern Portfolio Theory, offering discretionary and non-discretionary management, private-equity advisory, and performance-based fee arrangements.
Curtis H
Series 63, Series 65
Newport Beach, CA
Redmount Capital Partners LLC
Curtis Hollowell is a financial advisor at Redmount Capital Partners LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cobalt Commercial Credit, LLC and Redmount Mergers and Acquisitions, LLC. Outside of advising, he serves as president of SellWise Inc., a business data and analytics company. Redmount Capital Partners provides asset management, financial planning, consulting, and ERISA retirement plan services to individuals, high-net-worth clients, trusts, and business entities. The firm manages approximately $36.9 million across discretionary and non-discretionary arrangements and offers private-equity advisory services with an investment approach combining fundamental analysis, Modern Portfolio Theory, and a variety of trading strategies.
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