Mount Kellett Capital Management Lp
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Overview
Mount Kellett Capital Management Lp operates as a financial advisory company that has its headquarters in New York, New York. The company handles $350.7 million in assets under management over 25 customer accounts, making it one of the bigger investment advisory firms in the nation by assets under management (AUM). It has a small group, including 1 financial advisor. Mount Kellett Capital Management Lp is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer firm to do so. Securities are tradable fiscal assets such as options, bonds and stocks.
Mount Kellett Capital Management Lp oversees all of the firm's accounts on a discretionary basis. Discretionary management is a structure in which transaction decisions are made by a portfolio manager without needing to seek client permission. The investment advisory firm's average account size is $14.0 million. The typical advisor at Mount Kellett Capital Management Lp manages around 25 client accounts, placing it among the more individualized financial advisor firms in the country.
The company's central office is located at 1345 Avenue Of The Americas, 46Th Floor, New York, New York 10105. Mount Kellett Capital Management Lp is legally registered to provide services to investors in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Mount Kellett Capital Management Lp by the Numbers
$350.7 million
1
25
$14.0 million
Fee Structure
Financial advisory fees are based on which services the firm provides the client. However, fee types billed by the company likely include some blend of the following fee structures: asset-based or performance-based. Mount Kellett Capital Management Lp does not provide a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
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
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Mount Kellett Capital Management Lp caters to pooled investment vehicles. Out of its 25 clients, Mount Kellett Capital Management Lp's biggest client group is pooled investment vehicles. About 76% of the firm's customers are represented by non-U.S. persons.
- 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
Mount Kellett Capital Management Lp does not have any disclosures.
Please visit its Form ADV for more details.
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