Tremblant Capital LP is a large advisory firm based in New York. It manages $1.77 billion of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Connecticut.
Tremblant Capital provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Tremblant Capital LP is $1.77 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -56% since the beginning of its operation, and $886.36 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Tremblant Capital LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to investment companies and pooled investment vehicles. The largest group of clients of Tremblant Capital is pooled investment vehicles with 12 clients and $1.11 billion of assets under management. Among the 5 most similar advisory firms, Tremblant Capital has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.12 billion for 14 clients. 45% of the firm’s clients are foreign persons or businesses.
Tremblant Capital also advises several private funds. Namely, five hedge funds. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $5,000,000.
The company employs 29 people that are either part- or full-time employees. 34 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Kelly Alyse Branco joined the executive team most recently as the Chief Financial Officer.
The principal office where Tremblant Capital LP performs its advisory services is located at 767 Fifth Avenue, New York, NY 10153, which is also the mailing address of the firm. An additional office of the firm is in Greenwich, CT. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-303-7373 or by fax 212-303-7378. The normal business hours are 8:30am to 5:30pm on Monday - Friday. You can find more information about the New York firm at tremblantcapital.com and its LinkedIn profile.