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Montchanin Asset Management, LLC

● SEC registered since 2022CRD 304367SEC# 801-124868Montchanin, DE
Export (members)
Reg. AUM
$112.5M
Employees
2
Accounts
98
Location
Montchanin, DE

Montchanin Asset Management, LLC assets under management

Montchanin Asset Management, LLC is a registered investment adviser overseen by the SEC based in Montchanin, DE. The firm has been registered since 2022. It reports $112.5 million in regulatory assets under management and employs 2 people.
www.montchaninasset.comView on SEC.gov ↗

Montchanin Asset Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Douglas Carpenter McCoy ControlChief Compliance Officer/Managing Partner50-75%2019
William Kirkus Dugdale ControlChief Investment Officer/Managing Partner50-75%2019

Frequently asked questions

How much does Montchanin Asset Management, LLC manage?

Montchanin Asset Management, LLC reports $112.5 million in regulatory assets under management on its Form ADV.

How many employees does Montchanin Asset Management, LLC have?

Montchanin Asset Management, LLC reports 2 employees.

Where is Montchanin Asset Management, LLC located?

Montchanin Asset Management, LLC is based in Montchanin, DE and has been SEC-registered since 2022.

Does Montchanin Asset Management, LLC disclose fund performance?

Montchanin Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10 West Rockland Road, Montchanin, DE 19710
Phone302-652-3101
Fax302-652-3191
Office hours8:30a.m.-4:30p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1940660
Discloses disciplinary historyYes

Assets under management

Discretionary$112.5M
Non-discretionary$0
Total (RAUM)$112.5M