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REDMOUNT CAPITAL PARTNERS LLC
CRD 174198
23 CORPORATE PLAZA DR., SUITE 150, NEWPORT BEACH, CA, 92660, United States
Phone
949-478-3512
Fax
949-627-8111
Registration
— (—)
Source
State registered
Total AUM
$39.0M
Discretionary AUM
$18.2M
Team
3 total employees; 3 advisory reps; 7 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-02-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $5.6M |
| High net worth individuals | 11 | $13.2M |
| Pension/profit sharing plans | 2 | $3.0M |
| Charitable organizations | 1 | $11.7M |
| Corporations/business entities | 2 | $5.5M |
All web addresses on file
Official SEC filing: View on IAPD