Unclaimed Profile

Kevin Charles Mason

ALTAMONT CAPITAL MANAGEMENT, L.P.·PALO ALTO, California

Clean recordALTAMONT CAPITAL MANAGEMENT, L.P.

400 HAMILTON AVENUE, PALO ALTO, CA 94301CRD# 5157974Firm CRD# 160498

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin Charles Mason · PALO ALTO, CA

Registration

CRD #5157974 · ALTAMONT CAPITAL MANAGEMENT, L.P.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kevin Charles Mason is a registered financial advisor based in PALO ALTO, California, affiliated with ALTAMONT CAPITAL MANAGEMENT, L.P.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

ALTAMONT CAPITAL MANAGEMENT, L.P.

ALTAMONT CAPITAL PARTNERS

AUM

$4.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ALTAMONT CAPITAL MANAGEMENT, L.P. →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Other: CARRIED INTEREST

Regulatory

SEC/IARD CRD# 5157974

Firm CRD# 160498

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kevin Charles Mason offer?

Kevin Charles Mason specializes in Retirement Planning. Contact their office in PALO ALTO, California for a consultation.

What are Kevin Charles Mason's credentials?

Kevin Charles Mason is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Charles Mason located?

Kevin Charles Mason is based in PALO ALTO, California, working with ALTAMONT CAPITAL MANAGEMENT, L.P.. Their office serves clients in the PALO ALTO metropolitan area and surrounding communities.

How does Kevin Charles Mason charge for services?

Kevin Charles Mason's firm is compensated through percentage of aum, other: carried interest. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALTAMONT CAPITAL MANAGEMENT, L.P.?

ALTAMONT CAPITAL MANAGEMENT, L.P. has approximately 60 employees and manages $4.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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