Cat Rock Capital Management Lp
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Overview
Cat Rock Capital Management Lp operates as a financial advisor firm headquartered in Greenwich, Connecticut. It controls $1.5 billion in total assets over six client accounts, placing it among the largest investment advisory firms in the nation by assets under management (AUM). The firm has a small group, including 3 financial advisors. Cat Rock Capital Management Lp is not a registered broker-dealer, meaning it is not able to buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as exchangable financial investments like options, bonds and stocks.
Cat Rock Capital Management Lp manages all of its accounts on a discretionary basis. Discretionary management means that a portfolio manager makes buy and sell judgments for the client's account without requiring client consent. The advisory firm manages about $257.9 million in assets for each account. The average advisor at Cat Rock Capital Management Lp administers about two client accounts, making it one of the most individualized firms in the country.
The firm's central office is at 8 Sound Shore Drive, Greenwich, Connecticut 6830. The firm is permitted to serve clients in the state of Connecticut.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Cat Rock Capital Management Lp by the Numbers
$1.5 billion
6
6
$257.9 million
Fee Structure
Fees for financial advisory services typically vary depending on which services are provided. However, fees billed by the firm likely consist of some combination of the following fee types: asset-based or performance-based. Cat Rock Capital Management Lp does not participate in a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Cat Rock Capital Management Lp provides services to pooled investment vehicles. Out of its six clients, Cat Rock Capital Management Lp's biggest client group by number of accounts is pooled investment vehicles. About 33% of the company's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Cat Rock Capital Management Lp does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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