Montrose Advisors Inc is an SEC-registered investment adviser based in New York, NY that reports managing 1 hedge fund on Form ADV. It reports $670.8 million in regulatory assets under management. Its private funds, of all types, hold $24.5 million in gross assets.
- Regulatory assets under management
- $670.8 millionForm ADV Item 5.F
- Gross assets of private funds
- $24.5 millionAll private fund types, Form ADV
- Hedge funds managed
- 11 private funds in total
- Employees
- 5Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 105918
- Latest Form ADV
- 09/14/2026Disciplinary disclosures: none reported
Hedge funds filing Form D (1)
Fund
First sale
Raised
Investors
Minimum
YTD performance
Montrose Partners LP
New York, NY
First saleJan 1993
Raised$57.9M
Investors42
Minimum$250K
YTD performanceNot reported
Matched to this firm by the fund names and related persons in each Form D. The list may be incomplete.
Private funds reported on Form ADV (1)
Fund
Gross assets
Minimum
Owners
Adviser
Montrose Partners, L.P.
Delaware, United StatesHedge fund
Gross assets$25.0M
Minimum$250K
Owners55
AdviserMontrose Advisors Inc
As reported in the adviser's Form ADV filed Jun 10, 2024. Funds also listed from Form D are shown above.
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. AltMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures