| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Montrose Partners, L.P. | Hedge | $25M | $250K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Helen T Klebnikov | Shareholder | 5-10% | 1992 |
| John Angus Lubbock | President, Shareholder And Director | 50-75% | 2012 |
| Kenneth Miles Lubbock Control | Executive Chairman And Shareholder And Director And Treasurer | 25-50% | 1992 |
Montrose Advisors Incorporated reports $647.5 million in regulatory assets under management on its Form ADV.
Montrose Advisors Incorporated manages 1 private funds with combined gross assets of $25 million.
Montrose Advisors Incorporated reports 5 employees.
Montrose Advisors Incorporated is based in New York, NY and has been SEC-registered since 1993.
Montrose Advisors Incorporated is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 7 East 60th Street, 2nd Floor, New York, NY 10022 |
| Phone | 212-888-4747 |
| Fax | 347-635-1935 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $109.7M |
| Non-discretionary | $537.7M |
| Total (RAUM) | $647.5M |