MONTROSE ADVISORS INC

other names
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Adviser Profile
As of Date 03/17/2025
Adviser Type - Large advisory firm
Number of Employees 5
of those in investment advisory functions 3
Registration SEC, Approved, 11/23/1993
AUM* 647,463,550 169.67%
of that, discretionary 109,726,000 20.88%
Private Fund GAV* 25,000,000
Avg Account Size 22,326,329 178.97%
% High Net Worth 79.17% -16.67%
SMA’s Yes
Private Funds 1
Contact Info 212 xxxxxxx
Websites

Client Types

- 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

Discretionary
Non-discretionary
354M 303M 253M 202M 152M 101M 51M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

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

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Brochure Summary