The MONTROSE ESTATE CAPITAL MANAGEMENT is a privately held investment adviser that advises $40.01mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. MONTROSE ESTATE CAPITAL MANAGEMENT is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 2,000,598,750% over the last 3-years.
The Group has been registered with the SEC for 3.55 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 6363 WOODWAY, SUITE 763, HOUSTON, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 1 employees comprised of 1 investment and 0 non-investment staff. The total number of Employees remained the same over the last few years.
Their $40.01mn in assets advised are owned by 1 private fund, 1 public fund and BDCs and 1 other account. Assets of Other Investment Advisers clients own $20.33mn or 50.81% of Total Assets and Investment Companies (IC) own $19.68mn or 49.19% of Total Assets.
The Group's top investment strategies include Multi Strat, representing nan% of total assets, respectively.
They advise 3 types of clients, top clients are Other Investment Advisers and Investment Companies (IC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, management fees and performance-based fees.
MONTROSE ESTATE CAPITAL MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.