Marmont Partners, LLC (Bryn Mawr)

Name: Marmont Partners, LLC
Address: 925 W. Lancaster Avenue, Bryn Mawr, PA, 19010
Telephone: (610) 642-1481

Marmont Partners, LLC is an investment adviser to an investment company based in Bryn Mawr. It manages $9.25 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Pennsylvania.

Marmont Partners provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Marmont Partners: assets under management

The assets under management (AUM) of Marmont Partners, LLC is $9.25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 7303% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $9.25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $9.25 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Marmont Partners, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Marmont Partners serves?

The only and largest group of clients of Marmont Partners is investment companies with 1 clients and $9.25 million of assets under management. Among the 3 most similar advisory firms, Marmont Partners has the 2nd highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $9.25 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Marmont Partners doesn't advise any private funds.

Careers at Marmont Partners, LLC

The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone 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.

Christopher Scott O'grady has served as the Chief Investment Officer since 1 Aug 2017. Daniel Thomas Didomenico joined the executive team most recently as the President And Cco.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Gilmor Costin	Managing member and cco	1 Aug 2017	75% - 100%	4495453
Inc. 337 Partners	Owner	1 Aug 2017	Other	82-3082662
Christopher Scott O'grady	Chief investment officer	1 Aug 2017	Other	2103445
Daniel Thomas Didomenico	President and cco	1 Nov 2017	Other	5051063

Based in Bryn Mawr

The principal office where Marmont Partners, LLC performs its advisory services is located at 925 W. Lancaster Avenue, Bryn Mawr, PA 19010, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (610) 642-1481. The normal business hours are 8 am - 5 pm on Monday - Friday. You can find more information about the New York firm at dakotafunds.com and its LinkedIn profile.