Montage Investments LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Message
Happy Holidays!! thanks for using AUM13F!!
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Montage Investments LLC
CRD #152607
SEC #801-71142
CIK #0001483238
AUM
Employees 48 (8% Investors, 79% Brokers)
Phone913-647-9700
Address11300 Tomahawk Creek Parkway
Leawood, KS 66211
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
10.08.06.04.02.00.02008201320182024
CIK Period
0001483238
Sector Form 13F Holdings Value ($M)
Wells Fargo & Co/MN 7.9
Microsoft Corp 7.3
Kinder Morgan Inc 5.2
Transcanada Corp 4.9
International Business Machines Corp 4.9
Williams Companies Inc 4.8
Enbridge Inc 4.8
Walgreens Boots Alliance Inc 4.7
Southwest Gas Holdings Inc 4.0
Sea Ltd 3.1
Walt Disney Co 3.0
Enterprise Products Partners L P 2.5
Starbucks Corp 2.2
Gilead Sciences Inc 2.1
Cheniere Energy Inc 2.1
AT&T Inc 1.9
Newmont Mining Corp /DE/ 1.8
Qualcomm Inc/DE 1.7
LKQ Corp 1.7
PepsiCo Inc 1.7
Henry Jack & Associates Inc 1.6
Pembina Pipeline Corp 1.6
Exxon Mobil Corp 1.6
Alphabet Inc 1.5
Hexcel Corp /DE/ 1.5
Oneok Inc /New/ 1.5
SBA Communications Corp 1.4
 
 
 
 
Prev | Page 1 | Next
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 0 0.0
(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 0 0.0
(n) Other 0 0.0
Total 12 0.0
By Discretionary
Discretionary 12 0.0
Non-Discretionary 0 0.0
Total 12 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 12 0.0
EDGAR Form CIK 2011 - 2025
13F-HR [0001483238]
3 [0001483238]
Form 3/4/5 Subject 2011 - 2025
Tortoise Midstream Energy Fund, Inc.
Montage Investments LLC
Mariner, LLC
Mariner Holdings LLC
Tortoise Pipeline & Energy Fund Inc
Tortoise Energy Infrastructure Corp
Tortoise Energy Independence Fund Inc
Tortoise Power & Energy Infrastructure Fund Inc
Palmer Square Opportunistic Income Fund
Bicknell Family Holding Co LLC
View All
Terms | Privacy | Guide
tony@aum13f.com