Douglass
Bermingham

Spring Mountain Capital, Lp

CRD#862740
Investment Advisor
in New York, NY

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About this Advisor

Douglass Bermingham is a financial advisor based in New York, New York, working with Spring Mountain Capital, Lp. Douglass has previously held positions at Halcyon Cabot Partners, LTD, Concept Capital Markets, LLC, Ten Pine Advisors, LLC, and Spring Mountain Capital. Douglass has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, Douglass is part of Spring Mountain Capital, Lp, which operates out of New York, New York. The firm has 1 office and 35 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Spring Mountain Capital, Lp includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

650 Madison Avenue 20Th Floor
New York, NY 10022

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Spring Mountain Capital, Lp Brokerage Details

Total Assets Under Management

$1,651,783,601

NY Average: $7,464,549,021
Total Number of Employees

35

NY Average: 88
Total Number of Accounts

616

NY Average: 3,892
Average Account Size

$2,681,467

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Douglass Bermingham Work History

2017 - Present (7 years)

Spring Mountain Capital

2016 - 2017 (1 year)

Ten Pine Advisors, LLC

2014 - 2014 (< 1 year)

Halcyon Cabot Partners, LTD

2014 - 2016 (2 years)

Concept Capital Markets, LLC

Disclosures

Please visit the SEC profile of Douglass Bermingham to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Spring Mountain Capital, Lp

Douglass Bermingham
New York, NY
John Pocceschi
Princeton Junction, NJ
Michael Smith
Princeton Junction, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. 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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