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Montrose Estate Capital Management, LLC

● SEC registered since 2023CRD 324497SEC# 801-127176Houston, TX
Export (members)
Reg. AUM
$38.1M
Employees
1
Accounts
4
Location
Houston, TX

Montrose Estate Capital Management, LLC assets under management

Montrose Estate Capital Management, LLC is an investment advisory firm registered with the SEC based in Houston, TX. The firm has been registered since 2023. It reports $38.1 million in regulatory assets under management and employs 1 people.

Montrose Estate Capital Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Christopher J Day ControlManaging MemberOver 75%2019
John Thomas McDevittChief Compliance OfficerUnder 5%2023

Frequently asked questions

How much does Montrose Estate Capital Management, LLC manage?

Montrose Estate Capital Management, LLC reports $38.1 million in regulatory assets under management on its Form ADV.

How many employees does Montrose Estate Capital Management, LLC have?

Montrose Estate Capital Management, LLC reports 1 employees.

Where is Montrose Estate Capital Management, LLC located?

Montrose Estate Capital Management, LLC is based in Houston, TX and has been SEC-registered since 2023.

Does Montrose Estate Capital Management, LLC disclose fund performance?

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

Contact & registration

Address6363 Woodway, Suite 763, Houston, TX 77057
Phone833-551-0417
Office hoursBy Appointment
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$38.1M
Non-discretionary$0
Total (RAUM)$38.1M