Mount Vernon Investments

Family office · Dallas, Texas

Founded in 2001, Mount Vernon Investments is a single-family office based in Dallas, Texas. 2 funds are on record.

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Mount Vernon Investments key facts

  • Mount Vernon Investments is a family office based in Dallas, Texas.
  • Mount Vernon Investments has 2 funds on record, raising $180.6B across the 2 that report a size.
  • The team roster lists 1 person.

About Mount Vernon Investments

Founded in 2001, Mount Vernon Investments is a single-family office based in Dallas, Texas. The firm operates as the Troutt family's investment arm. The firm seeks to provide portfolio management and consulting services to its clients. The assets of the firm are managed by its executive management team

Mount Vernon Investments funds

2 funds are on record for Mount Vernon Investments, totalling $181 billion across the 2 that report a size. The most recent is Mount Vernon Liquid Assets Portfolio, LLC (2016 vintage), $684 million.

Mount Vernon Investments team

1 person is on record at Mount Vernon Investments. Senior names include David Mumert (Investment Director). 1 of them have a verified direct contact on file.

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Mount Vernon Investments portfolio

Portfolio — not yet on record

No portfolio companies for Mount Vernon Investments are on record yet. Positions surface from round participations, filings, and coverage.

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Funds

2 recorded
  • Mount Vernon Liquid Assets Portfolio, LLC2016$684.4M
  • Mount Vernon Securities Lending Trust2009$179.9B

$180.6B raised across the 2 funds that report a size

Team
1 people on record — 1 with verified contacts

Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.

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