Tremblant Capital Group

CRD#138743
Investment Advisor Firm

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Learn more about Tremblant Capital Group

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Tremblant Capital Group operates as a financial advisor firm that has its headquarters in Stamford, Connecticut. The company administers $1.3 billion in assets under management throughout 14 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management (AUM). It has a small group, including 9 financial advisors. Tremblant Capital Group does not act as a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer company to do so. Securities are exchangable financial assets such as options, equities and bonds.

    Tremblant Capital Group oversees all of the company's accounts on a discretionary basis. Discretionary management means that buy and sell decisions for the client's account are made by an investment advisor without requiring the customer's consent. The firm administers an average of $95.4 million in assets for every client account. The average financial advisor at Tremblant Capital Group administers around two client accounts, placing it among the most individualized advisor firms in the country.

    The firm's headquarters is at 600 Washington Blvd, Stamford, Connecticut 6901. The firm is legally registered to provide services to clients throughout a few states, including Connecticut and Florida.

    Assets Under Management

    $1.3 billion

    Number of Advisors

    9

    Disclosures

    No

    Office Location

    600 Washington Blvd
    Stamford, CT 06901

    Tremblant Capital Group by the Numbers

    Total Assets Under Management

    $1.3 billion

    National Average: $8.6 billion
    Total Number of Employees

    21

    National Average: 64
    Total Number of Accounts

    14

    National Average: 375,227
    Average Account Size

    $95.4 million

    National Average: $23.0 thousand
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    Fee Structure

    Fees for financial advice typically vary depending on which services the firm provides the client. Fees charged by Tremblant Capital Group likely consist of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Back to Overview

    Types of Clients

    It works with pooled investment vehicles and pension plans. Out of its 14 customers, Tremblant Capital Group's largest client group by number of accounts is pension plans. About 41% of its customers reside abroad.

    • 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

    Tremblant Capital Group does not have any disclosures.

    Please visit its Form ADV for more details.

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