RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
New York
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jul 17, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BOCKEMUHL, LOISICHIEF COMPLIANCE OFFICERNA
BOCKEMUHL, LOISICHIEF COMPLIANCE OFFICERNA
HEITMAN, HARRY, R.IDIRECTORNA
HEITMAN, HARRY, R.IDIRECTORNA
HEITMAN, HARRY, R.IDIRECTORNA
HEITMAN, HARRY, R.IDIRECTORNA
MAGGIN, DONALD, LIDIRECTORNA
MAGGIN, DONALD, LIDIRECTORNA
MAGGIN, DONALD, LIDIRECTORNA
MAGGIN, DONALD, LIDIRECTORNA
MAGGIN, DONALD, LIDIRECTORNA
MAGGIN, DONALD, LIDIRECTORNA
MAGGIN, DONALD, LIDIRECTORNA
MAGGIN, DONALD, LIDIRECTORNA
MAGGIN, DONALD, LIDIRECTORNA
MAGGIN, DONALD, LIDIRECTORNA
MCNAUGHTON, LOISICHIEF COMPLIANCE OFFICERNA
MCNAUGHTON, LOISICHIEF COMPLIANCE OFFICERNA
MCNAUGHTON, LOISICHIEF COMPLIANCE OFFICERNA
MCNAUGHTON, LOISICHIEF COMPLIANCE OFFICERNA
MCNAUGHTON, LOISICHIEF COMPLIANCE OFFICERNA
MCNAUGHTON, LOISICHIEF COMPLIANCE OFFICERNA
MCNAUGHTON, LOISICHIEF COMPLIANCE OFFICERNA
MCNAUGHTON, LOISICHIEF COMPLIANCE OFFICERNA
MCNAUGHTON, LOISICHIEF COMPLIANCE OFFICERNA
MCNAUGHTON, LOISICHIEF COMPLIANCE OFFICERNA
MCNAUGHTON, LOISICHIEF COMPLIANCE OFFICERNA
MCNAUGHTON, LOISICHIEF COMPLIANCE OFFICERNA
MCNAUGHTON, LOISICHIEF COMPLIANCE OFFICERNA
MCNAUGHTON, LOISICHIEF COMPLIANCE OFFICERNA
MCNAUGHTON, LOISICHIEF COMPLIANCE OFFICERNA
MCNAUGHTON, LOISICHIEF COMPLIANCE OFFICERNA
MCNAUGHTON, LOISICHIEF COMPLIANCE OFFICERNA
MCNAUGHTON, LOISICHIEF COMPLIANCE OFFICERNA
MCNAUGHTON, LOISICHIEF COMPLIANCE OFFICERNA
MCNAUGHTON, LOISICHIEF COMPLIANCE OFFICERNA
MCNAUGHTON, LOISICHIEF COMPLIANCE OFFICERNA
MCNAUGHTON, LOISICHIEF COMPLIANCE OFFICERNA
MCNAUGHTON, LOISICHIEF COMPLIANCE OFFICERNA
MCNAUGHTON, LOISICHIEF COMPLIANCE OFFICERNA
MCNAUGHTON, LOISICHIEF COMPLIANCE OFFICERNA
MCNAUGHTON, LOISIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERNA
MCNAUGHTON, LOISIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERNA
MCNAUGHTON, LOISIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERNA
MCNAUGHTON, LOISIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERNA
MCNAUGHTON, LOISIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERNA
MCNAUGHTON, LOISIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERNA
MCNAUGHTON, LOISIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERNA
MCNAUGHTON, LOISIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERNA
MCNAUGHTON, LOISIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERNA
MCNAUGHTON, LOISIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERNA
MCNAUGHTON, LOISIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERNA
MCNAUGHTON, LOISIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERNA
MENDES, JOSHUA, DE SOLAIVICE PRESIDENTNA
PANEBIANCO, ANTHONYIDIRECTORNA
PANEBIANCO, ANTHONYIDIRECTORNA
PANEBIANCO, ANTHONYIDIRECTORNA
PANEBIANCO, ANTHONYIDIRECTORNA
PANEBIANCO, ANTHONYIDIRECTORNA
PANEBIANCO, ANTHONYIDIRECTORNA
TRAIN, JOHNINON EXECUTIVE CHAIRMAN AND DIRECTORNA Control
TRAIN, JOHNICHAIRMAN AND DIRECTORNA Control
TRAIN, JOHNICHAIRMAN AND DIRECTORNA Control
TRAIN, JOHNIHONORARY CHAIRMANNA Control
TRAIN, JOHNINON EXECUTIVE CHAIRMAN AND DIRECTORNA Control
TRAIN, JOHNICHAIRMAN AND DIRECTORNA Control
TRAIN, JOHNINON EXECUTIVE CHAIRMAN AND DIRECTORNA Control
TRAIN, JOHNIHONORARY CHAIRMANNA Control
TRAIN, JOHNIHONORARY CHAIRMANNA
TRAIN, JOHNIHONORARY CHAIRMANNA
TRAIN, JOHNIHONORARY CHAIRMANNA
TRAIN, JOHNIHONORARY CHAIRMANNA
TRAIN, JOHNIHONORARY CHAIRMANNA Control
TRAIN, JOHNIHONORARY CHAIRMANNA
TRAIN, JOHNIHONORARY CHAIRMANNA
TRAIN, JOHNIHONORARY CHAIRMANNA
TRAIN, JOHNIHONORARY CHAIRMANNA
TRAIN, JOHNIHONORARY CHAIRMANNA
TRAIN, JOHNIHONORARY CHAIRMANNA
TRAIN, JOHNIHONORARY CHAIRMANNA
TRAIN, JOHNIHONORARY CHAIRMANNA
TRAIN, JOHNIHONORARY CHAIRMANNA
TRAIN, JOHNIHONORARY CHAIRMANNA
TRAIN, JOHNIHONORARY CHAIRMANNA
TRAIN, JOHNIHONORARY CHAIRMANNA
TRAIN, JOHNIHONORARY CHAIRMANNA
TRAIN, JOHNIHONORARY CHAIRMANNA
TRAIN, JOHNIHONORARY CHAIRMANNA
TRAIN, JOHNIHONORARY CHAIRMANNA
TRAIN, JOHNIHONORARY CHAIRMANNA
TRAIN, JOHNIHONORARY CHAIRMANNA
TRAIN, JOHNIHONORARY CHAIRMANNA
TRASK, JOHN, J.ITREASURER AND DIRECTORNA
TRASK, JOHN, J.ITREASURER AND DIRECTORNA
TRASK, JOHN, J.ITREASURER AND DIRECTORNA
TRASK, JOHN, J.ITREASURER AND DIRECTORNA
TRASK, JOHN, J.ITREASURER AND DIRECTORNA
TRASK, JOHN, J.ITREASURER AND DIRECTORNA
TRASK, JOHN, J.ITREASURER AND DIRECTORNA
TRASK, JOHN, J.ITREASURER AND DIRECTORNA
TRASK, JOHN, J.ITREASURER AND DIRECTORNA
TRASK, JOHN, J.ITREASURER AND DIRECTORNA
LUBBOCK, KENNETH, MILESIPRESIDENT AND SHAREHOLDER AND DIRECTORE Control
LUBBOCK, KENNETH, MILESIPRESIDENT AND SHAREHOLDER AND DIRECTORE Control
LUBBOCK, KENNETH, MILESIPRESIDENT AND SHAREHOLDER AND DIRECTORE Control
LUBBOCK, KENNETH, MILESIPRESIDENT AND SHAREHOLDER AND DIRECTOR AND TREASURERE Control
LUBBOCK, KENNETH, MILESIPRESIDENT AND SHAREHOLDER AND DIRECTOR AND TREASURERE Control
LUBBOCK, KENNETH, MILESIPRESIDENT AND SHAREHOLDER AND DIRECTOR AND TREASURERE Control
LUBBOCK, KENNETH, MILESIPRESIDENT AND SHAREHOLDER AND DIRECTORE Control
LUBBOCK, KENNETH, MILESIPRESIDENT AND SHAREHOLDER AND DIRECTOR AND TREASURERE Control
LUBBOCK, KENNETH, MILESIPRESIDENT AND SHAREHOLDER AND DIRECTOR AND TREASURERE Control
LUBBOCK, KENNETH, MILESIPRESIDENT AND SHAREHOLDER AND DIRECTOR AND TREASURERE Control
LUBBOCK, KENNETH, MILESIPRESIDENT AND SHAREHOLDER AND DIRECTOR AND TREASURERE Control
LUBBOCK, KENNETH, MILESIPRESIDENT AND SHAREHOLDER AND DIRECTOR AND TREASURERE Control
LUBBOCK, KENNETH, MILESIPRESIDENT AND SHAREHOLDER AND DIRECTOR AND TREASURERE Control
LUBBOCK, KENNETH, MILESIPRESIDENT AND SHAREHOLDER AND DIRECTOR AND TREASURERE Control
LUBBOCK, KENNETH, MILESIPRESIDENT AND SHAREHOLDER AND DIRECTOR AND TREASURERE Control
LUBBOCK, KENNETH, MILESIPRESIDENT AND SHAREHOLDER AND DIRECTOR AND TREASURERE Control
LUBBOCK, KENNETH, MILESIPRESIDENT AND SHAREHOLDER AND DIRECTOR AND TREASURERE Control
LUBBOCK, KENNETH, MILESIPRESIDENT AND SHAREHOLDER AND DIRECTOR AND TREASURERE Control
LUBBOCK, KENNETH, MILESIPRESIDENT AND SHAREHOLDER AND DIRECTOR AND TREASURERE Control
LUBBOCK, KENNETH, MILESIPRESIDENT AND SHAREHOLDER AND DIRECTOR AND TREASURERE Control
LUBBOCK, KENNETH, MILESIPRESIDENT AND SHAREHOLDER AND DIRECTOR AND TREASURERE Control
LUBBOCK, KENNETH, MILESIEXECUTIVE CHAIRMAN AND SHAREHOLDER AND DIRECTOR AND TREASURERE Control
LUBBOCK, KENNETH, MILESIEXECUTIVE CHAIRMAN AND SHAREHOLDER AND DIRECTOR AND TREASURERE Control
LUBBOCK, KENNETH, MILESIEXECUTIVE CHAIRMAN AND SHAREHOLDER AND DIRECTOR AND TREASURERE Control
LUBBOCK, KENNETH, MILESIEXECUTIVE CHAIRMAN AND SHAREHOLDER AND DIRECTOR AND TREASURERE Control
LUBBOCK, KENNETH, MILESIEXECUTIVE CHAIRMAN AND SHAREHOLDER AND DIRECTOR AND TREASURERE Control
LUBBOCK, JOHN, ANGUSIPRESIDENT, SHAREHOLDER AND DIRECTORD
LUBBOCK, JOHN, ANGUSIPRESIDENT, SHAREHOLDER AND DIRECTORD
LUBBOCK, JOHN, ANGUSIPRESIDENT, SHAREHOLDER AND DIRECTORD
LUBBOCK, JOHN, ANGUSIPRESIDENT, SHAREHOLDER AND DIRECTORD
LUBBOCK, JOHN, ANGUSIPRESIDENT, SHAREHOLDER AND DIRECTORD
LUBBOCK, JOHN, ANGUSIPRESIDENT, SHAREHOLDER AND DIRECTORD
LUBBOCK, JOHN, ANGUSIPRESIDENT, SHAREHOLDER AND DIRECTORD
CHOA, NINA, TISHAREHOLDERC
CHOA, NINA, TISHAREHOLDERC
CHOA, NINA, TISHAREHOLDERC
KLEBNIKOV, HELEN, TISHAREHOLDERC
KLEBNIKOV, HELEN, TISHAREHOLDERC
KLEBNIKOV, HELEN, TISHAREHOLDERC
LUBBOCK, KENNETH, MILESIEXECUTIVE CHAIRMAN AND SHAREHOLDER AND DIRECTOR AND TREASURERC Control
LUBBOCK, KENNETH, MILESIEXECUTIVE CHAIRMAN AND SHAREHOLDER AND DIRECTOR AND TREASURERC Control
LUBBOCK, KENNETH, MILESIEXECUTIVE CHAIRMAN AND SHAREHOLDER AND DIRECTOR AND TREASURERC Control
LUBBOCK, KENNETH, MILESIEXECUTIVE CHAIRMAN AND SHAREHOLDER AND DIRECTOR AND TREASURERC Control
LUBBOCK, KENNETH, MILESIEXECUTIVE CHAIRMAN AND SHAREHOLDER AND DIRECTOR AND TREASURERC Control
LUBBOCK, KENNETH, MILESIEXECUTIVE CHAIRMAN AND SHAREHOLDER AND DIRECTOR AND TREASURERC Control
LUBBOCK, KENNETH, MILESIEXECUTIVE CHAIRMAN AND SHAREHOLDER AND DIRECTOR AND TREASURERC Control
TRAIN, HELENISHAREHOLDERC
TRAIN, HELENISHAREHOLDERC
TRAIN, HELENISHAREHOLDERC
TRAIN, LISAISHAREHOLDER AND DIRECTORC Control
TRAIN, LISAISHAREHOLDER AND DIRECTORC Control
TRAIN, LISAISHAREHOLDER AND DIRECTORC Control
TRAIN, LISAIVICE PRESIDENT AND SHAREHOLDER AND DIRECTORC Control
TRAIN, LISAISHAREHOLDER AND DIRECTORC Control
TRAIN, LISAIVICE PRESIDENT AND SHAREHOLDER AND DIRECTORC Control
TRAIN, NINA, TERESAISHAREHOLDERC
TRAIN, NINA, TERESAISHAREHOLDERC
TRAIN, NINA, TERESAISHAREHOLDERC
LUBBOCK, KENNETH, MILESIPRESIDENT AND SHAREHOLDER AND DIRECTORB Control
LUBBOCK, KENNETH, MILESIPRESIDENT AND SHAREHOLDER AND DIRECTORB Control
LUBBOCK, KENNETH, MILESIPRESIDENT AND SHAREHOLDER AND DIRECTORB Control
LUBBOCK, KENNETH, MILESIPRESIDENT AND SHAREHOLDER AND DIRECTORB Control
CHOA, NINA, TISHAREHOLDERA
CHOA, NINA, TISHAREHOLDERA
CHOA, NINA, TISHAREHOLDERA
CHOA, NINA, TISHAREHOLDERA
CHOA, NINA, TISHAREHOLDERA
CHOA, NINA, TISHAREHOLDERA
CHOA, NINA, TISHAREHOLDERA
CHOA, NINA, TISHAREHOLDERA
CHOA, NINA, TISHAREHOLDERA
CHOA, NINA, TISHAREHOLDERA
CHOA, NINA, TISHAREHOLDERA
CHOA, NINA, TISHAREHOLDERA
CHOA, NINA, TISHAREHOLDERA
CHOA, NINA, TISHAREHOLDERA
CHOA, NINA, TISHAREHOLDERA
CHOA, NINA, TISHAREHOLDERA
CHOA, NINA, TISHAREHOLDERA
CHOA, NINA, TISHAREHOLDERA
CHOA, NINA, TISHAREHOLDERA
CHOA, NINA, TISHAREHOLDERA
CHOA, NINA, TISHAREHOLDERA
CHOA, NINA, TISHAREHOLDERA
CHOA, NINA, TISHAREHOLDERA
CHOA, NINA, TISHAREHOLDERA
CHOA, NINA, TISHAREHOLDERA
CHOA, NINA, TISHAREHOLDERA
CHOA, NINA, TISHAREHOLDERA
CHOA, NINA, TISHAREHOLDERA
CHOA, NINA, TISHAREHOLDERA
CHOA, NINA, TISHAREHOLDERA
CHOA, NINA, TISHAREHOLDERA
CHOA, NINA, TISHAREHOLDERA
CHOA, NINA, TISHAREHOLDERA
KLEBNIKOV, HELEN, TISHAREHOLDERA
KLEBNIKOV, HELEN, TISHAREHOLDERA
KLEBNIKOV, HELEN, TISHAREHOLDERA
KLEBNIKOV, HELEN, TISHAREHOLDERA
KLEBNIKOV, HELEN, TISHAREHOLDERA
KLEBNIKOV, HELEN, TISHAREHOLDERA
KLEBNIKOV, HELEN, TISHAREHOLDERA
KLEBNIKOV, HELEN, TISHAREHOLDERA
KLEBNIKOV, HELEN, TISHAREHOLDERA
KLEBNIKOV, HELEN, TISHAREHOLDERA
KLEBNIKOV, HELEN, TISHAREHOLDERA
KLEBNIKOV, HELEN, TISHAREHOLDERA
KLEBNIKOV, HELEN, TISHAREHOLDERA
KLEBNIKOV, HELEN, TISHAREHOLDERA
KLEBNIKOV, HELEN, TISHAREHOLDERA
KLEBNIKOV, HELEN, TISHAREHOLDERA
KLEBNIKOV, HELEN, TISHAREHOLDERA
KLEBNIKOV, HELEN, TISHAREHOLDERA
KLEBNIKOV, HELEN, TISHAREHOLDERA
KLEBNIKOV, HELEN, TISHAREHOLDERA
KLEBNIKOV, HELEN, TISHAREHOLDERA
KLEBNIKOV, HELEN, TISHAREHOLDERA
KLEBNIKOV, HELEN, TISHAREHOLDERA
KLEBNIKOV, HELEN, TISHAREHOLDERA
KLEBNIKOV, HELEN, TISHAREHOLDERA
KLEBNIKOV, HELEN, TISHAREHOLDERA
KLEBNIKOV, HELEN, TISHAREHOLDERA
KLEBNIKOV, HELEN, TISHAREHOLDERA
KLEBNIKOV, HELEN, TISHAREHOLDERA
KLEBNIKOV, HELEN, TISHAREHOLDERA
KLEBNIKOV, HELEN, TISHAREHOLDERA
KLEBNIKOV, HELEN, TISHAREHOLDERA
KLEBNIKOV, HELEN, TISHAREHOLDERA
LUBBOCK, JOHN, ANGUSIDIRECTORA
LUBBOCK, JOHN, ANGUSIDIRECTORA
LUBBOCK, JOHN, ANGUSIDIRECTORA
LUBBOCK, JOHN, ANGUSIDIRECTORA
LUBBOCK, JOHN, ANGUSIDIRECTORA
LUBBOCK, JOHN, ANGUSIDIRECTORA
LUBBOCK, JOHN, ANGUSISHAREHOLDER AND DIRECTORA
LUBBOCK, JOHN, ANGUSISHAREHOLDER AND DIRECTORA
LUBBOCK, JOHN, ANGUSISHAREHOLDER AND DIRECTORA
LUBBOCK, JOHN, ANGUSISHAREHOLDER AND DIRECTORA
LUBBOCK, JOHN, ANGUSISHAREHOLDER AND DIRECTORA
LUBBOCK, JOHN, ANGUSISHAREHOLDER AND DIRECTORA
LUBBOCK, JOHN, ANGUSISHAREHOLDER AND DIRECTORA
LUBBOCK, JOHN, ANGUSISHAREHOLDER AND DIRECTORA
LUBBOCK, JOHN, ANGUSISHAREHOLDER AND DIRECTORA
LUBBOCK, JOHN, ANGUSIPRESIDENT, SHAREHOLDER AND DIRECTORA
LUBBOCK, JOHN, ANGUSIPRESIDENT, SHAREHOLDER AND DIRECTORA
LUBBOCK, JOHN, ANGUSIPRESIDENT, SHAREHOLDER AND DIRECTORA
LUBBOCK, JOHN, ANGUSIPRESIDENT, SHAREHOLDER AND DIRECTORA
LUBBOCK, JOHN, ANGUSIPRESIDENT, SHAREHOLDER AND DIRECTORA
LUBBOCK, KENNETH, MILESIPRESIDENT AND SHAREHOLDER AND DIRECTORA Control
LUBBOCK, KENNETH, MILESIPRESIDENT AND SHAREHOLDER AND DIRECTORA Control
TRAIN, LISAISHAREHOLDER AND DIRECTORA Control
TRAIN, LISAISHAREHOLDER AND DIRECTORA Control
TRAIN, LISAISHAREHOLDER AND DIRECTORA Control
TRAIN, LISAISHAREHOLDER AND DIRECTORA Control
TRAIN, LISAISHAREHOLDER AND DIRECTORA Control
TRAIN, LISAISHAREHOLDER AND DIRECTORA Control
TRAIN, LISAISHAREHOLDER AND DIRECTORA Control
TRAIN, LISAISHAREHOLDER AND DIRECTORA Control
TRAIN, LISAISHAREHOLDER AND DIRECTORA Control
TRAIN, LISAISHAREHOLDER AND DIRECTORA Control
TRAIN, LISAISHAREHOLDER AND DIRECTORA Control
TRAIN, LISAISHAREHOLDER AND DIRECTORA Control
TRAIN, LISAISHAREHOLDER AND DIRECTORA Control
TRAIN, LISAISHAREHOLDER AND DIRECTORA Control
TRAIN, LISAISHAREHOLDER AND DIRECTORA Control
TRAIN, LISAISHAREHOLDER AND DIRECTORA Control
TRAIN, LISAISHAREHOLDER AND DIRECTORA Control
TRAIN, LISAISHAREHOLDER AND DIRECTORA Control
TRAIN, LISAISHAREHOLDER AND DIRECTORA Control
TRAIN, LISAISHAREHOLDER AND DIRECTORA Control
TRAIN, LISAISHAREHOLDER AND DIRECTORA Control
TRAIN, LISAISHAREHOLDER AND DIRECTORA Control
TRAIN, LISAISHAREHOLDER AND DIRECTORA Control
TRAIN, LISAISHAREHOLDER AND DIRECTORA Control
TRAIN, LISAISHAREHOLDER AND DIRECTORA Control
TRAIN, LISAISHAREHOLDER AND DIRECTORA Control
TRAIN, LISAISHAREHOLDER AND DIRECTORA Control
TRAIN, LISAISHAREHOLDER AND DIRECTORA Control
TRAIN, LISAISHAREHOLDER AND DIRECTORA Control
TRAIN, LISAISHAREHOLDER AND DIRECTORA Control
TRAIN, LISAISHAREHOLDER AND DIRECTORA Control
TRAIN, LISAISHAREHOLDER AND DIRECTORA Control
TRAIN, LISAISHAREHOLDER AND DIRECTORA Control

Registrations

Federal

IA
Jul 17, 2025 REGISTERED

Notice Filings (2)

NY TX

Address

7 EAST 60TH STREET
2ND FLOOR
NEW YORK, NY 10022
United States
Phone: 212-888-4747