Montrose Advisors Incorporated
● SEC registered since 1993CRD 105918SEC# 801-45235New York, NY
Ranks #3,505 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$670.8M
Fund GAV
$24.5M
Private funds
1
Employees
5
Accounts
30
Location
New York, NY
Montrose Advisors Incorporated assets under management
Montrose Advisors Incorporated operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 1993. It reports $670.8 million in regulatory assets under management and employs 5 people. Montrose Advisors Incorporated manages 1 private fund with combined gross assets of $24.5 million, including Montrose Partners, L.P. By regulatory assets, it ranks 3,505 of 6,004 private fund managers.
Montrose Advisors Incorporated private funds
1 funds · $24.5M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Montrose Partners, L.P. | Hedge | $24.5M | $250K |
Montrose Advisors Incorporated owners & executives
6 reported| 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 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Montrose Advisors Incorporated manage?
Montrose Advisors Incorporated reports $670.8 million in regulatory assets under management on its Form ADV.
How many private funds does Montrose Advisors Incorporated manage?
Montrose Advisors Incorporated manages 1 private funds with combined gross assets of $24.5 million.
How many employees does Montrose Advisors Incorporated have?
Montrose Advisors Incorporated reports 5 employees.
Where is Montrose Advisors Incorporated located?
Montrose Advisors Incorporated is based in New York, NY and has been SEC-registered since 1993.
Does Montrose Advisors Incorporated disclose fund performance?
Montrose Advisors Incorporated is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$670.8M▲ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
AUM vs fund managersTop 58%
Larger than 42% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$670.8Mregulatory AUM
Discretionary $135MNon-discretionary $535.8M
Service providers
Auditor
Custodian