| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark Julian Montgomery Control | President, Managing Member | 50-75% | 2005 |
| Stephen John Kinsella Control | Chief Compliance Officer, Member | 25-50% | 2007 |
Montgomery Capital Advisors LLC reports $130.1 million in regulatory assets under management on its Form ADV.
Montgomery Capital Advisors LLC reports 2 employees.
Montgomery Capital Advisors LLC is based in New York, NY and has been SEC-registered since 2005.
Montgomery Capital Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 250 West 55th Street, 17th Floor, New York, NY 10019 |
| Phone | 212-201-7911 |
| Fax | 212-586-7505 |
| Office hours | 9-5 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $130.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $130.1M |