MONTROSE ADVISORS INC

other names
  • MONTROSE ADVISORS INC
  • MB ADVISORS
  • MONTROSE ADVISORS INCORPORATED

Adviser Profile

As of Date 07/17/2025
Registration SEC, Approved, 11/23/1993
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 647,463,550 57%
of that, discretionary 109,726,000 3%
Private Fund GAV* 25,000,000
Avg Account Size 22,326,329 62%
% High Net Worth 79.17% 4%
SMA’s Yes
Private Funds 1

Adviser Type

- Large advisory firm

Number of Employees 5

of those in investment advisory functions 3

Client Types

- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Other investment advisers

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

354M 303M 253M 202M 152M 101M 51M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

SEC Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$25,000,000

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Brochure Summary