Montag & Caldwell LLC

Montag & Caldwell is a hedge fund company based in Atlanta, GA. They operate 1 private fund and have approximately $4.63 billion in total assets under management (AUM). You can view more information on Montag & Caldwell including private fund info, contact info, top management and executives, website, email addresses, and more below:

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 CanakarisChairman, Co-Chief Investment Officer, Manager
William Alan VogelChief Executive Officer, Manager
James Merlin FrancisVice President
Rebecca Mitchell KeisterExecutive Vice President, Chief Compliance Officer, Secretary
Janet Boutin BunchExecutive Vice President, Manager
Brian William StahlVice President, Treasurer
Charles Everett MarkwalterPresident
Andrew Winter JungSenior Vice President, Co-Chief Investment Officer

Montag & Caldwell Key Stats and Charts

Discretionary AUM: $4.63 billion

Montag & Caldwell discretionary AUM

Rank: 479 out of 3271 hedge fund management companies

Total AUM: $4.63 billion

Montag & Caldwell total assets under management (AUM)

Rank: 501 out of 3271 hedge fund management companies

# of Accounts: 525

Montag & Caldwell total client accounts

Rank: 218 out of 3271 hedge fund management companies

Average Account Size: 8813764.59429

Montag & Caldwell average account size

Rank: 1894 out of 3271 hedge fund management companies

# of Employees: 25

Montag & Caldwell has 25 employees

Rank: 698 out of 3271 hedge fund management companies

# of Private Funds: 1

Montag & Caldwell operates 1 private Hedge Fund funds

Rank: 1944 out of 3271 hedge fund management companies

Looking for a list of hedge funds in the US including emails, AUM, strategy and more? Download the US Hedge Fund List in .xls format