MONTROSE ADVISORS INC

other names
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Adviser Profile
As of Date 06/10/2024
Adviser Type - Large advisory firm
Number of Employees 5
of those in investment advisory functions 3
Registration SEC, Approved, 11/23/1993
AUM* 413,149,000 72.08%
of that, discretionary 106,835,000 17.70%
Private Fund GAV* 25,000,000
Avg Account Size 13,771,633 72.08%
% High Net Worth 76.00% -20.00%
SMA’s Yes
Private Funds 1
Contact Info 212 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- 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

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

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Brochure Summary