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| Ring Mountain Capital LLC
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|
|---|---|
| CRD # | 288714 |
| SEC # | 801-130089 |
| CIK # | 0002051343 |
| AUM | $222.1 M (2026-06-09) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 415-350-1355 |
| Address | 1610 Tiburon Blvd, Suite 200 Tiburon, CA 94920 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| Profound Medical Corp | 0.0 | ||
| Micron Technology Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 375 | 95.2 |
| (b) Individuals (high net worth individuals) | 51 | 125.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 1.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,059 | 222.1 |
| By Discretionary | ||
| Discretionary | 1,056 | 221.7 |
| Non-Discretionary | 3 | 0.3 |
| Total | 1,059 | 222.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 222.1 | |
| Total | 1,059 | 222.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002051343] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Capital Preservation Partners Inc
✚
|
NY | 0.2 |
|
Kerusso Capital Management LLC
✚
|
NC | 0.2 |
|
Sorrento Pacific Financial LLC
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|
CA | 0.2 |
|
RWQ Financial Management Services Inc
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|
0.2 | |
|
Maclean Capital Advisors LLC
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|
CA | 0.2 |
|
Mangan Wealth Management Inc
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|
WA | 0.2 |
|
Bischoff Wealth Management Group LLC
✚
|
IN | 0.2 |
|
Sincerus Advisory LLC
✚
|
0.2 | |
|
Cross Border Wealth LLC
✚
|
NY | 0.2 |
|
MFG Family Office LLC
✚
|
0.2 |