CATAMOUNT MANAGEMENT GROUP LLC
Legal name: CATAMOUNT WEALTH MANAGEMENT
CRD #127496 SEC #801-62368 WESTPORT, CT 203-226-0603
SEC Registered
Total AUM
$232.2M
Discretionary
$223.3M
Employees
5
Clients
--
Accounts
593
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $232.2M | $223.3M | $8.9M | 5 | 0 |
| Jan 2019 | $241M | $232.8M | $8.2M | 5 | 0 |
| Mar 2018 | $241M | $232.8M | $8.2M | 5 | 0 |
| Mar 2017 | $204.4M | $199.2M | $5.3M | 2 | 200 |
| Mar 2016 | $196M | $191.1M | $4.9M | 3 | 200 |
| Mar 2015 | $165.7M | $161.3M | $4.5M | 3 | 100 |
| Mar 2014 | $135.7M | $131.1M | $4.6M | 3 | 100 |
| Mar 2013 | $103.3M | $96.2M | $7.1M | 4 | 125 |
| Dec 2012 | $96.7M | $69.2M | $27.5M | 3 | 125 |
| Apr 2012 | $96.7M | $69.2M | $27.5M | 1 | 125 |
| Feb 2012 | $64.8M | $62M | $2.7M | 1 | 125 |
| Mar 2011 | $64.8M | $62M | $2.7M | 5 | -- |
| Mar 2009 | $50.4M | $45.3M | $5.1M | 5 | -- |
| Mar 2008 | $50.6M | $45.8M | $4.8M | 5 | -- |
| Mar 2007 | $38.7M | $33.3M | $5.4M | 5 | -- |
| Mar 2007 | $38.7M | $33.3M | $5.4M | 5 | -- |
| Mar 2006 | $33.3M | $26.9M | $6.4M | 5 | -- |
| Sep 2005 | $29.8M | $21M | $8.8M | 5 | -- |
| Jun 2005 | $28.5M | $16.5M | $12M | 5 | -- |
| Jun 2005 | $28.5M | $16.5M | $12M | 5 | -- |
| Jun 2004 | $28.5M | $16.5M | $12M | 5 | -- |
| Mar 2004 | $28.5M | $16.5M | $12M | 5 | -- |
| Oct 2003 | $22M | $15M | $7M | 5 | -- |
DateMar 2019
Total AUM$232.2M
Discretionary$223.3M
Non-Disc.$8.9M
Employees5
Clients0
DateJan 2019
Total AUM$241M
Discretionary$232.8M
Non-Disc.$8.2M
Employees5
Clients0
DateMar 2018
Total AUM$241M
Discretionary$232.8M
Non-Disc.$8.2M
Employees5
Clients0
DateMar 2017
Total AUM$204.4M
Discretionary$199.2M
Non-Disc.$5.3M
Employees2
Clients200
DateMar 2016
Total AUM$196M
Discretionary$191.1M
Non-Disc.$4.9M
Employees3
Clients200
DateMar 2015
Total AUM$165.7M
Discretionary$161.3M
Non-Disc.$4.5M
Employees3
Clients100
DateMar 2014
Total AUM$135.7M
Discretionary$131.1M
Non-Disc.$4.6M
Employees3
Clients100
DateMar 2013
Total AUM$103.3M
Discretionary$96.2M
Non-Disc.$7.1M
Employees4
Clients125
DateDec 2012
Total AUM$96.7M
Discretionary$69.2M
Non-Disc.$27.5M
Employees3
Clients125
DateApr 2012
Total AUM$96.7M
Discretionary$69.2M
Non-Disc.$27.5M
Employees1
Clients125
DateFeb 2012
Total AUM$64.8M
Discretionary$62M
Non-Disc.$2.7M
Employees1
Clients125
DateMar 2011
Total AUM$64.8M
Discretionary$62M
Non-Disc.$2.7M
Employees5
Clients--
DateMar 2009
Total AUM$50.4M
Discretionary$45.3M
Non-Disc.$5.1M
Employees5
Clients--
DateMar 2008
Total AUM$50.6M
Discretionary$45.8M
Non-Disc.$4.8M
Employees5
Clients--
DateMar 2007
Total AUM$38.7M
Discretionary$33.3M
Non-Disc.$5.4M
Employees5
Clients--
DateMar 2007
Total AUM$38.7M
Discretionary$33.3M
Non-Disc.$5.4M
Employees5
Clients--
DateMar 2006
Total AUM$33.3M
Discretionary$26.9M
Non-Disc.$6.4M
Employees5
Clients--
DateSep 2005
Total AUM$29.8M
Discretionary$21M
Non-Disc.$8.8M
Employees5
Clients--
DateJun 2005
Total AUM$28.5M
Discretionary$16.5M
Non-Disc.$12M
Employees5
Clients--
DateJun 2005
Total AUM$28.5M
Discretionary$16.5M
Non-Disc.$12M
Employees5
Clients--
DateJun 2004
Total AUM$28.5M
Discretionary$16.5M
Non-Disc.$12M
Employees5
Clients--
DateMar 2004
Total AUM$28.5M
Discretionary$16.5M
Non-Disc.$12M
Employees5
Clients--
DateOct 2003
Total AUM$22M
Discretionary$15M
Non-Disc.$7M
Employees5
Clients--