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| Montrose Advisors Incorporated
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|
|
|---|---|
| CRD # | 105918 |
| SEC # | 801-45235 |
| CIK # | |
| AUM | $670.8 M (2026-03-26) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 212-888-4747 |
| Address | 7 East 60th Street New York, NY 10022 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Montrose Partners LP | 2012-03-27 | 24.5 |
| 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) | 24 | 141.3 |
| (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 | 2 | 29.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 499.0 |
| (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 | 30 | 670.8 |
| By Discretionary | ||
| Discretionary | 24 | 135.0 |
| Non-Discretionary | 6 | 535.8 |
| Total | 30 | 670.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 670.8 | |
| Total | 30 | 670.8 |
| Limited Partners | 2011 - 2026 |
|---|---|
| New York State and Local Retirement System |
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|---|---|---|
|
UNIO Capital LLC
✚
|
NJ | 0.7 |
|
Lazari Capital Management Inc
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|
CA | 0.7 |
|
Brasada Capital Management LP
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TX | 0.7 |
|
Forefront Analytics LLC
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PA | 0.7 |
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9823 Capital LP
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TX | 0.7 |
|
Cherry Tree Wealth Management LLC
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MN | 0.7 |
|
Logan Stone Capital LLC
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|
IL | 0.7 |
|
Truvestments Capital LLC
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|
FL | 0.7 |
|
Proprietary Capital LLC
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|
CO | 0.7 |
|
Powell Investment Advisors LLC
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FL | 0.6 |