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Devil Mountain Investment Management
Devil Mountain Investment Management was established in Austin, Texas, in 2009 and operates as a registered investment advisor focused on high-net-worth...
Devil Mountain Investment Management
Devil Mountain Investment Management was established in Austin, Texas, in 2009 and operates as a registered investment advisor focused on high-net-worth individuals and families. The firm's geographic footprint is anchored in central Texas, where it competes in a dense market of wealth managers serving the region's technology and private-business liquidity events. The firm constructs customized portfolios that span public equities, fixed income, and alternative investments, reflecting a multi-asset-class approach typical of smaller RIAs catering to families with $5 million to $30 million in investable assets. Client mandates often include direct indexing, private real estate exposure, and private credit vehicles accessed through feeder funds and third-party platforms. With an estimated regulatory AUM near $25 million, Devil Mountain Investment Management belongs to the long tail of American RIAs that operate below the $100 million threshold — a segment that the SEC's Division of Examinations continues to scrutinize for compliance resource adequacy. The firm's last public ADV filing provides the primary window into its client count and service mix. The firm's structural reality — a lean advisory team serving a small, concentrated client base — means investment decisions are likely made by a single lead advisor or small committee, a governance model that pairs high-touch personalization with key-person risk. This posture contrasts with larger Austin-based RIAs that have layered in institutional-quality operations and dedicated CIO functions.
General information
Firm type
Multi Family Office
Year founded
2009
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Austin
Corporate office
Austin, TX, United States
Frequently asked questions
What is Devil Mountain Investment Management?
Devil Mountain Investment Management is a multi family office headquartered in Austin, United States.
When was Devil Mountain Investment Management founded?
Devil Mountain Investment Management was founded in 2009.
Where is Devil Mountain Investment Management headquartered?
Devil Mountain Investment Management is headquartered in Austin, United States, in the North America region.
What is Devil Mountain Investment Management's assets under management?
Devil Mountain Investment Management reports approximately Undisclosed in assets under management, as tracked by Altss.
What does Altss track for Devil Mountain Investment Management?
Altss maintains an OSINT-verified profile of Devil Mountain Investment Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Devil Mountain Investment Management's website?
Devil Mountain Investment Management's public website is www.devilmtn.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Devil Mountain Investment Management?
Devil Mountain Investment Management is classified by Altss as a Multi Family Office, operating from United States within the North America region.
How does Altss source intelligence on Devil Mountain Investment Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Devil Mountain Investment Management's Altss profile last updated?
Devil Mountain Investment Management's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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