MONTROSE ADVISORS INCORPORATED
Legal name: MONTROSE ADVISORS INC
CRD #105918 SEC #801-45235 NEW YORK, NY 212-888-4747
SEC Registered Private Funds
Total AUM
$647.5M
Discretionary
$109.7M
Employees
5
Clients
0
Accounts
29
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $647.5M | $109.7M | $537.7M | 5 | 10 |
| Mar 2025 | $647.5M | $109.7M | $537.7M | 5 | 10 |
| Jun 2024 | $413.1M | $106.8M | $306.3M | 5 | 10 |
| Mar 2024 | $413.1M | $106.8M | $306.3M | 5 | 10 |
| Jul 2023 | $240.1M | $90.8M | $149.3M | 5 | 10 |
| Apr 2023 | $240.1M | $90.8M | $149.3M | 5 | 10 |
| Mar 2023 | $240.1M | $90.8M | $149.3M | 5 | 10 |
| Oct 2022 | $460.9M | $107M | $353.9M | 4 | 9 |
| Jul 2022 | $460.9M | $107M | $353.9M | 4 | 9 |
| May 2022 | $460.9M | $107M | $353.9M | 4 | 9 |
| Mar 2022 | $460.9M | $107M | $353.9M | 4 | 9 |
| Mar 2021 | $370.8M | $96.4M | $274.3M | 5 | 7 |
| Oct 2020 | $189.4M | $69.5M | $119.9M | 5 | 2 |
| Jun 2020 | $189.4M | $69.5M | $119.9M | 5 | 2 |
| Mar 2020 | $189.4M | $69.5M | $119.9M | 5 | 2 |
| Mar 2019 | $150.1M | $64.7M | $85.4M | 5 | 2 |
| May 2018 | $174.7M | $72.4M | $102.3M | 5 | 7 |
| Mar 2018 | $174.7M | $72.4M | $102.3M | 5 | 7 |
| Mar 2017 | $436.5M | $84.1M | $352.4M | 5 | 11 |
| Mar 2016 | $283.3M | $79M | $204.3M | 5 | 11 |
| Mar 2015 | $328.8M | $68.1M | $260.7M | 5 | 11 |
| Mar 2014 | $270.4M | $35.4M | $235.1M | 4 | 1 |
| Jul 2013 | $209.1M | $35M | $174.1M | 4 | 1 |
| Mar 2013 | $209.1M | $35M | $174.1M | 4 | 1 |
| Mar 2013 | $209.1M | $35M | $174.1M | 4 | 1 |
| Jul 2012 | $240.9M | $29.1M | $211.8M | 1 | 1 |
| Jun 2012 | $240.9M | $29.1M | $211.8M | 1 | 1 |
| Mar 2012 | $240.9M | $29.1M | $211.8M | 1 | 1 |
| Mar 2012 | $240.9M | $29.1M | $211.8M | 1 | 1 |
| Mar 2011 | $274.5M | $26.3M | $248.2M | 5 | -- |
| Sep 2010 | $179.1M | $40.7M | $138.4M | 5 | -- |
| Mar 2009 | $143.9M | $38.5M | $105.4M | 5 | -- |
| Mar 2008 | $259.1M | $76.7M | $182.4M | 5 | -- |
| Mar 2007 | $243.5M | $73.7M | $169.8M | 5 | -- |
| Mar 2006 | $207.8M | $67.4M | $140.4M | 5 | -- |
| Mar 2004 | $302.6M | $52.1M | $250.5M | 5 | -- |
| Mar 2002 | $233.2M | $54.7M | $178.5M | 5 | -- |
DateJul 2025
Total AUM$647.5M
Discretionary$109.7M
Non-Disc.$537.7M
Employees5
Clients10
DateMar 2025
Total AUM$647.5M
Discretionary$109.7M
Non-Disc.$537.7M
Employees5
Clients10
DateJun 2024
Total AUM$413.1M
Discretionary$106.8M
Non-Disc.$306.3M
Employees5
Clients10
DateMar 2024
Total AUM$413.1M
Discretionary$106.8M
Non-Disc.$306.3M
Employees5
Clients10
DateJul 2023
Total AUM$240.1M
Discretionary$90.8M
Non-Disc.$149.3M
Employees5
Clients10
DateApr 2023
Total AUM$240.1M
Discretionary$90.8M
Non-Disc.$149.3M
Employees5
Clients10
DateMar 2023
Total AUM$240.1M
Discretionary$90.8M
Non-Disc.$149.3M
Employees5
Clients10
DateOct 2022
Total AUM$460.9M
Discretionary$107M
Non-Disc.$353.9M
Employees4
Clients9
DateJul 2022
Total AUM$460.9M
Discretionary$107M
Non-Disc.$353.9M
Employees4
Clients9
DateMay 2022
Total AUM$460.9M
Discretionary$107M
Non-Disc.$353.9M
Employees4
Clients9
DateMar 2022
Total AUM$460.9M
Discretionary$107M
Non-Disc.$353.9M
Employees4
Clients9
DateMar 2021
Total AUM$370.8M
Discretionary$96.4M
Non-Disc.$274.3M
Employees5
Clients7
DateOct 2020
Total AUM$189.4M
Discretionary$69.5M
Non-Disc.$119.9M
Employees5
Clients2
DateJun 2020
Total AUM$189.4M
Discretionary$69.5M
Non-Disc.$119.9M
Employees5
Clients2
DateMar 2020
Total AUM$189.4M
Discretionary$69.5M
Non-Disc.$119.9M
Employees5
Clients2
DateMar 2019
Total AUM$150.1M
Discretionary$64.7M
Non-Disc.$85.4M
Employees5
Clients2
DateMay 2018
Total AUM$174.7M
Discretionary$72.4M
Non-Disc.$102.3M
Employees5
Clients7
DateMar 2018
Total AUM$174.7M
Discretionary$72.4M
Non-Disc.$102.3M
Employees5
Clients7
DateMar 2017
Total AUM$436.5M
Discretionary$84.1M
Non-Disc.$352.4M
Employees5
Clients11
DateMar 2016
Total AUM$283.3M
Discretionary$79M
Non-Disc.$204.3M
Employees5
Clients11
DateMar 2015
Total AUM$328.8M
Discretionary$68.1M
Non-Disc.$260.7M
Employees5
Clients11
DateMar 2014
Total AUM$270.4M
Discretionary$35.4M
Non-Disc.$235.1M
Employees4
Clients1
DateJul 2013
Total AUM$209.1M
Discretionary$35M
Non-Disc.$174.1M
Employees4
Clients1
DateMar 2013
Total AUM$209.1M
Discretionary$35M
Non-Disc.$174.1M
Employees4
Clients1
DateMar 2013
Total AUM$209.1M
Discretionary$35M
Non-Disc.$174.1M
Employees4
Clients1
DateJul 2012
Total AUM$240.9M
Discretionary$29.1M
Non-Disc.$211.8M
Employees1
Clients1
DateJun 2012
Total AUM$240.9M
Discretionary$29.1M
Non-Disc.$211.8M
Employees1
Clients1
DateMar 2012
Total AUM$240.9M
Discretionary$29.1M
Non-Disc.$211.8M
Employees1
Clients1
DateMar 2012
Total AUM$240.9M
Discretionary$29.1M
Non-Disc.$211.8M
Employees1
Clients1
DateMar 2011
Total AUM$274.5M
Discretionary$26.3M
Non-Disc.$248.2M
Employees5
Clients--
DateSep 2010
Total AUM$179.1M
Discretionary$40.7M
Non-Disc.$138.4M
Employees5
Clients--
DateMar 2009
Total AUM$143.9M
Discretionary$38.5M
Non-Disc.$105.4M
Employees5
Clients--
DateMar 2008
Total AUM$259.1M
Discretionary$76.7M
Non-Disc.$182.4M
Employees5
Clients--
DateMar 2007
Total AUM$243.5M
Discretionary$73.7M
Non-Disc.$169.8M
Employees5
Clients--
DateMar 2006
Total AUM$207.8M
Discretionary$67.4M
Non-Disc.$140.4M
Employees5
Clients--
DateMar 2004
Total AUM$302.6M
Discretionary$52.1M
Non-Disc.$250.5M
Employees5
Clients--
DateMar 2002
Total AUM$233.2M
Discretionary$54.7M
Non-Disc.$178.5M
Employees5
Clients--