Ring Mountain Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tiburon, CA. Its latest Form ADV filing, dated March 17, 2026, reports $222M in regulatory assets under management, 1 employee, and 1,059 accounts.
Assets Under Management
$222M
Employees
1
Offices
--
Total Clients
429
Primary office
TIBURON, CA
1610 TIBURON BLVD., SUITE 200, TIBURON, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 87.4% of total clients.
Top client categories% of clientsClients
1
Individuals
87.4%
375
2
HNWI
11.9%
51
3
Corporations
0.5%
2
4
Pension Plans
0.2%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$222Mas of March 17, 2026
Discretionary99.9%
$222M
100% of total RAUM99.9%
Non-discretionary0.1%
$323K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$222M
Total Accounts1,059
10Y AUM Change+$84M (+60.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee429:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.