MONTEBELLO PARTNERS LLC
CRD #149867 SEC #801-70164 LOCUST VALLEY, NY 516-609-0291
SEC Registered
Total AUM
--
Discretionary
--
Employees
2
Clients
0
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2018 | $0 | $0 | $0 | 1 | 0 |
| Oct 2017 | $0 | $0 | $0 | 1 | 0 |
| Aug 2017 | $0 | $0 | $0 | 9 | 1 |
| Jun 2017 | $0 | $0 | $0 | 9 | 1 |
| Mar 2017 | $17.2M | $17.2M | $0 | 5 | 1 |
| Mar 2016 | $21M | $21M | $0 | 5 | 1 |
| Mar 2015 | $28.5M | $28.5M | $0 | 5 | 1 |
| Mar 2014 | $27.9M | $27.9M | $0 | 4 | 1 |
| Jul 2013 | $22.4M | $22.4M | $0 | 4 | 1 |
| Mar 2013 | $22.4M | $22.4M | $0 | 4 | 1 |
| Mar 2012 | $21.4M | $21.4M | $0 | 1 | 1 |
| Jan 2012 | $19.5M | $19.5M | $0 | 1 | 1 |
| Mar 2011 | $19.5M | $19.5M | $0 | 5 | -- |
| Apr 2009 | $0 | $0 | $0 | 5 | -- |
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients1
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients1
DateMar 2017
Total AUM$17.2M
Discretionary$17.2M
Non-Disc.$0
Employees5
Clients1
DateMar 2016
Total AUM$21M
Discretionary$21M
Non-Disc.$0
Employees5
Clients1
DateMar 2015
Total AUM$28.5M
Discretionary$28.5M
Non-Disc.$0
Employees5
Clients1
DateMar 2014
Total AUM$27.9M
Discretionary$27.9M
Non-Disc.$0
Employees4
Clients1
DateJul 2013
Total AUM$22.4M
Discretionary$22.4M
Non-Disc.$0
Employees4
Clients1
DateMar 2013
Total AUM$22.4M
Discretionary$22.4M
Non-Disc.$0
Employees4
Clients1
DateMar 2012
Total AUM$21.4M
Discretionary$21.4M
Non-Disc.$0
Employees1
Clients1
DateJan 2012
Total AUM$19.5M
Discretionary$19.5M
Non-Disc.$0
Employees1
Clients1
DateMar 2011
Total AUM$19.5M
Discretionary$19.5M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--