Data / Investment advisers / New York / Montrose Advisors Inc
Montrose Advisors Inc, New York, NY: $671 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Montrose Advisors Inc is an SEC registered investment adviser with its main office in New York, New York and reports $671 million in regulatory assets under management in its Form ADV filed September 14, 2026. Its clients include other investment advisers, high net worth individuals and pooled investment vehicles. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 1 private fund.
The request: Watch Montrose Advisors Inc (CRD number 105918): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 105918
- SEC file number
- 801-45235
- SEC status
- Approved, effective November 23, 1993
- Legal name
- Montrose Advisors Incorporated
- Main office
- 7 East 60th Street 2nd Floor, New York, NY 10022
- Phone
- (212) 888-4747
- Website
- montroseadvisors.com
- Regulatory AUM
- $670,800,000 in the Form ADV filed September 14, 2026
- Discretionary AUM
- $135,000,000
- Non discretionary AUM
- $535,800,000
- Accounts
- 30
- Employees
- 5, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $24,500,000
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 14, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | Fewer than 5 | $499 million |
| High net worth individuals | 24 | $141.3 million |
| Pooled investment vehicles | 2 | $29.3 million |
| Charitable organizations | Fewer than 5 | $1.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $670.8 million | March 26, 2026 |
| December 1, 2025 | $647.5 million | July 17, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Good Springs Capital | New York | $677.9 million | 4 | adviserinfo.sec.gov |
| DLJ Real Estate Capital Partners, LLC | New York | $673 million | 12 | adviserinfo.sec.gov |
| Warana Capital, LLC | New York | $672.9 million | 11 | adviserinfo.sec.gov |
| Achieve Partners Management, LLC | New York | $672.3 million | 15 | adviserinfo.sec.gov |
| Spire Capital Management LLC | New York | $671.5 million | 4 | adviserinfo.sec.gov |
| Dynasty Equity Partners Management, LLC | New York | $669.8 million | 4 | adviserinfo.sec.gov |
| Pave Investment Advisors, LLC. | New York | $669.6 million | Not listed | adviserinfo.sec.gov |
| Stone Temple Partners LLC | New York | $668.7 million | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $500 million to $1 billion in AUM
- Advisers serving other investment advisers
- Advisers serving high net worth individuals
- Advisers that manage private funds
- Montrose Advisors Inc on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.