Montchanin Asset Management LLC

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Assets, Funds, Holdings

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Montchanin Asset Management LLC
CRD #304367
SEC #801-124868
CIK #0001940660
AUM $112.5 M (2025-04-03)
Employees 2 (100% Investors, 0% Brokers)
Phone302-652-3101
Address10 West Rockland Road
Montchanin, DE 19710
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
1209672482402000200820172026
Sector Form 13F Holdings Value ($M)
Apple Inc 0.0
Microsoft Corp 0.0
Kinder Morgan Inc 0.0
Alphabet Inc 0.0
J P Morgan Chase & Co 0.0
Cintas Corp 0.0
Home Depot Inc 0.0
Vertex Pharmaceuticals Inc / Ma 0.0
Enterprise Products Partners L P 0.0
Honeywell International Inc 0.0
View All
Holdings by Sector ($M)
806448321602021202220242026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 31 10.6
(b) Individuals (high net worth individuals) 33 101.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 98 112.5
By Discretionary
Discretionary 98 112.5
Non-Discretionary 0 0.0
Total 98 112.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 112.5
Total 98 112.5
EDGAR Form CIK 2011 - 2025
13F-HR [0001940660]
Comparable Firms State AUM ($B)
Cantlon Financial Planning LLC
0.1
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Investment Office Resources LLC
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E-Wealth Partners LLC
MN 0.1
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PA 0.1
Core Alpha Inc
NY 0.1
Prosper Private Wealth LLC
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A J Feldman Financial LLC
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Fortis Private Wealth Advisors LLC
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Altman Investment Management LLC
NJ 0.1
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