A complete list of active advisors currently associated with Redmount Capital Partners LLC

Warmer can help you find a great advisor at Redmount Capital Partners LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Redmount Capital Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.