Red Mountain Capital Partners LLC (Los Angeles)


Red Mountain Capital Partners LLC is a large advisory firm based in Los Angeles. It manages $152.62 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.

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

Red Mountain Capital Partners: assets under management

The assets under management (AUM) of Red Mountain Capital Partners LLC is $152.62 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -52% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $152.62 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $38.15 million each.
Red Mountain Capital Partners has custody of $152.62 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Red Mountain Capital Partners LLC 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.

What kind of clients Red Mountain Capital Partners serves?

The only and largest group of clients of Red Mountain Capital Partners is pooled investment vehicles with 4 clients and $152.62 million of assets under management. Among the 8 most similar advisory firms, Red Mountain Capital Partners has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $152.62 million for 4 clients. None of the firm’s clients are foreign persons or businesses.

Red Mountain Capital Partners also advises several private funds. Namely, four hedge funds. The minimum investment commitment required of non-related persons ranges from $0 to $5,000,000.

Careers at Red Mountain Capital Partners LLC

The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. No 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.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
John Christopher Teets Partner, member 1 Jan 2005 Other 2523235
T Willem Mesdag Managing partner 1 Jan 2005 Other 1661380
Mesdag Family Limited Partnership Member 1 Jan 2005 50% - 75% xxx-xx-xxxx
Inc. Red Mountain Capital Management Managing member 1 Jan 2005 Other 13-4057186
Jack Geoffrey Watkinson Cco, cfo and cco 1 Sep 2006 Other 4131465
Mark R Genender Partner and member 1 Feb 2011 Other 5918582
Jennifer J Martin Principal, chief financial officer 1 Jan 2013 Other 6177934
John Knox Hill Partner, head of business development, member 1 Jan 2013 Other 4556517
Jack Geoffrey Watkinson Partner and member 1 Jan 2013 Other 4131465
Michael Alfred Reeves Principal, general counsel 1 Oct 2014 Other 6457516
John Chi Wai Yung Principal, chief compliance officer 1 Jan 2015 Other 2228289
Patrick P Lally Partner, member 1 Jan 2015 Other 4749668
Matthew Prescott Hepler Partner, member 1 Mar 2015 Other 4435687
Amrita Mapara Principal, chief financial officer 1 Jan 2016 Other 5483256

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
T Willem Mesdag President, shareholder 1 Mar 1999 75% - 100% 1661380
T Willem Mesdag General and limited partner 1 May 2000 Other 1661380
Mesdag Family Trust Limited partner 1 Jun 2000 75% - 100% xxx-xx-xxxx
Lisa Ann Mesdag Trustee 1 Jun 2000 Other 6025726

Based in Los Angeles

The principal office where Red Mountain Capital Partners LLC performs its advisory services is located at 10250 Constellation Blvd., Los Angeles, CA 90067, 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 310-432-0200 or by fax 310-432-0201. The normal business hours are 8:30am-5:30pm on Monday - Friday. You can find more information about the New York firm at redmtncap.com.