Montag & Caldwell LLC
Contact Details for Montag & Caldwell
Montag & Caldwell, LLC
3455 Peachtree Rd Ne Ste 1200
Atlanta, GA 30326-4202
United States
Phone: 404-836-7100
Fax: 404-836-7230
Website: http://www.montag.com
Overview of Montag & Caldwell
Org. Type: Limited Liability Company
Registration Country: United States
0
SEC#: 801-15398
Org#: 104841
Legal Issues: No legal issues reported
Company Type: Hedge Fund
Strategies/Sectors: Global Equity
Pooled Investments: Up to 10 percent
Private Funds Managed(1): Montag Caldwell Large Cap Growth Commingled Fund Lp
Ownership/Leadership of Montag & Caldwell
| Ronald Emmanuel Canakaris | Chairman, Co-Chief Investment Officer, Manager |
| William Alan Vogel | Chief Executive Officer, Manager |
| James Merlin Francis | Vice President |
| Rebecca Mitchell Keister | Executive Vice President, Chief Compliance Officer, Secretary |
| Janet Boutin Bunch | Executive Vice President, Manager |
| Brian William Stahl | Vice President, Treasurer |
| Charles Everett Markwalter | President |
| Andrew Winter Jung | Senior Vice President, Co-Chief Investment Officer |
Montag & Caldwell Key Stats and Charts
Discretionary AUM: $4.63 billion
![]()
Rank: 479 out of 3271 hedge fund management companies
Total AUM: $4.63 billion
![]()
Rank: 501 out of 3271 hedge fund management companies
# of Accounts: 525
![]()
Rank: 218 out of 3271 hedge fund management companies
Average Account Size: 8813764.59429
![]()
Rank: 1894 out of 3271 hedge fund management companies
# of Employees: 25
![]()
Rank: 698 out of 3271 hedge fund management companies
# of Private Funds: 1
![]()
Rank: 1944 out of 3271 hedge fund management companies

