Monterey Management Group LP

-

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
Monterey Management Group LP
CRD #152453
SEC #801-70945
CIK #0001763374
AUM
Employees 42 (48% Investors, 0% Brokers)
Phone415-399-5330
AddressPier 5, The Embarcadero
San Francisco, CA 94111
Source [IAPD] [EDGAR]
Total AUM ($M)
4503602701809002008201320182024
Type Form D Funds Date Sold ($M) AUM ($M)
HF Monterey Investors LLC [2012-03-28] 361.4 414.0
AUM Breakdown Accounts AUM ($M)
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 1 414.0
By Discretionary
Discretionary 1 414.0
Non-Discretionary 0 0.0
Total 1 414.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 414.0
Total 1 414.0
Form D Directors # Filings # Firms 2011 - 2025
Nathaniel Simons 21
Alex Magaro 9
Laura Baxtersimons 8
David Zierk 6
Mark Mindich 5
EDGAR Form CIK 2011 - 2025
D [0001763374]
Terms | Privacy | Guide
tony@aum13f.com