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Type	Result	AUM ($B)

Montrose Partners LP
Firm	Montrose Advisors Incorporated ✚
Fund #	805-3238989285
CIK #
Sale
Fund	Hedge Fund
Phone
Address
Source	[IAPD]

Fund AUM and Sold ($M)

Fund Details
Director	Montrose Advisors Incorporated, Montrose Advisors Incorporated and Kenneth Lubbock
Custodian	Pershing LLC, Charles Schwab & Co Inc, Interactive Brokers LLC, BNY Mellon NA
Auditor	KPMG, Eisner Amper, Withum, BDO Seidman, Cornick Garber & Sandler
Marketer	Marina Mekhlis, Optimum Growth Advisors LLC, John Trask, Alfred Clark, Anthony Dick
Broker
Jurisdiction

Comparable Firms	State	AUM ($B)
Beechtree Capital Investment Inc ✚		0.0
QIEF Management LLC ✚		0.0
First Step Wealth Planning LLC ✚		0.0
Firethorn Partners LLC ✚		0.0
Sankota Capital LLC ✚		0.0
Ventum Advisors Corp ✚		0.0
Beagle Invest LLC ✚		0.0
MCA Cross Border Capital Inc ✚		0.0
Wrona Investment Management LLC ✚		0.0
Gunn Wealth Management LLC ✚		0.0

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