MONTEBELLO PARTNERS LLC
CRD #149867 SEC #801-70164 LOCUST VALLEY, NY 516-609-0291
SEC Registered
Total AUM
--
Discretionary
--
Employees
2
Clients
0
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 31, 2020
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BRUDERMAN, MATTHEW, JOHN | I | CEO | NA | Control |
| BRUDERMAN, MATTHEW, JOHN | I | CEO | NA | Control |
| BRUDERMAN, MATTHEW, JOHN | I | CEO | NA | Control |
| CATTANI, THOMAS, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| CATTANI, THOMAS, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| CATTANI, THOMAS, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| CATTANI, THOMAS, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| CATTANI, THOMAS, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| CATTANI, THOMAS, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| CATTANI, THOMAS, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| CATTANI, THOMAS, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| CATTANI, THOMAS, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| CATTANI, THOMAS, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | |
| EDWARDS, MILES, J. | I | CCO | NA | Control |
| EDWARDS, MILES, J. | I | CCO | NA | Control |
| EDWARDS, MILES, J. | I | CCO | NA | Control |
| GOLDBERG, GARY, MARK | I | MEMBER | NA | |
| GOLDBERG, GARY, MARK | I | MEMBER | NA | |
| GOLDBERG, GARY, MARK | I | MEMBER | NA | |
| BRUDERMAN & CO., LLC | DE | GENERAL MANAGER | E | Control |
| BRUDERMAN & CO., LLC | DE | GENERAL MANAGER | D | Control |
| BRUDERMAN & CO., LLC | DE | GENERAL MANAGER | D | Control |
| BRUDERMAN & CO., LLC | DE | GENERAL MANAGER | D | Control |
| BRUDERMAN & CO., LLC | DE | GENERAL MANAGER | D | Control |
| BRUDERMAN & CO., LLC | DE | GENERAL MANAGER | D | Control |
| BRUDERMAN & CO., LLC | DE | GENERAL MANAGER | D | Control |
| BRUDERMAN & CO., LLC | DE | GENERAL MANAGER | D | Control |
| BRUDERMAN & CO., LLC | DE | GENERAL MANAGER | D | Control |
| BRUDERMAN & CO., LLC | DE | GENERAL MANAGER | D | Control |
| BRUDERMAN & CO., LLC | DE | GENERAL MANAGER | D | Control |
| BRUDERMAN & CO., LLC | DE | GENERAL MANAGER | D | Control |
| PURSCHE, OLIVER | I | MANAGING MEMBER | C | Control |
| PURSCHE, OLIVER | I | CHIEF COMPLIANCE OFFICER | C | Control |
| PURSCHE, OLIVER | I | CHIEF COMPLIANCE OFFICER | C | Control |
| PURSCHE, OLIVER | I | MANAGING MEMBER | C | Control |
| PURSCHE, OLIVER | I | MANAGING MEMBER | C | Control |
| PURSCHE, OLIVER | I | MANAGING MEMBER | C | Control |
| PURSCHE, OLIVER | I | MANAGING MEMBER | C | Control |
| PURSCHE, OLIVER | I | MANAGING MEMBER | C | Control |
| PURSCHE, OLIVER | I | CEO AND CCO | C | |
| PURSCHE, OLIVER | I | CEO AND CCO | C | |
| PURSCHE, OLIVER | I | CEO AND CCO | C | |
| PURSCHE, OLIVER | I | CEO AND CCO | C | |
| PURSCHE, OLIVER | I | MEMBER | C | |
| PURSCHE, OLIVER | I | CEO AND CCO | C | |
| GOLDBERG, GARY, MARK | I | MEMBER | B | |
| GOLDBERG, GARY, MARK | I | MEMBER | B | |
| GOLDBERG, GARY, MARK | I | MEMBER | B | |
| GOLDBERG, GARY, MARK | I | MEMBER | B | |
| GOLDBERG, GARY, MARK | I | MEMBER | B | |
| GOLDBERG, GARY, MARK | I | MEMBER | B | |
| GOLDBERG, GARY, MARK | I | MEMBER | B | |
| GOLDBERG, GARY, MARK | I | MEMBER | B | |
| KERSTING, RICHARD, TIMOTHY | I | NATIONAL SALES MANAGER | B | |
| KERSTING, RICHARD, TIMOTHY | I | MEMBER | B | |
| KERSTING, RICHARD, TIMOTHY | I | MEMBER | B | |
| KERSTING, RICHARD, TIMOTHY | I | NATIONAL SALES MANAGER | B | |
| KERSTING, RICHARD, TIMOTHY | I | NATIONAL SALES MANAGER | B | |
| KERSTING, RICHARD, TIMOTHY | I | NATIONAL SALES MANAGER | B | |
| KERSTING, RICHARD, TIMOTHY | I | NATIONAL SALES MANAGER | B | |
| KERSTING, RICHARD, TIMOTHY | I | NATIONAL SALES MANAGER | B | |
| KERSTING, RICHARD, TIMOTHY | I | NATIONAL SALES MANAGER | B | |
| KERSTING, RICHARD, TIMOTHY | I | NATIONAL SALES MANAGER | B | |
| KERSTING, RICHARD, TIMOTHY | I | NATIONAL SALES MANAGER | B | |
| KRIVICICH, WILLIAM, JOSEPH | I | CHIEF INVESTMENT OFFICER | B | |
| KRIVICICH, WILLIAM, JOSEPH | I | MEMBER | B | |
| KRIVICICH, WILLIAM, JOSEPH | I | MEMBER | B | |
| KRIVICICH, WILLIAM, JOSEPH | I | CHIEF INVESTMENT OFFICER | B | |
| KRIVICICH, WILLIAM, JOSEPH | I | CHIEF INVESTMENT OFFICER | B | |
| KRIVICICH, WILLIAM, JOSEPH | I | CHIEF INVESTMENT OFFICER | B | |
| KRIVICICH, WILLIAM, JOSEPH | I | CHIEF INVESTMENT OFFICER | B | |
| KRIVICICH, WILLIAM, JOSEPH | I | CHIEF INVESTMENT OFFICER | B | |
| KRIVICICH, WILLIAM, JOSEPH | I | CHIEF INVESTMENT OFFICER | B | |
| KRIVICICH, WILLIAM, JOSEPH | I | CHIEF INVESTMENT OFFICER | B | |
| KRIVICICH, WILLIAM, JOSEPH | I | CHIEF INVESTMENT OFFICER | B | |
| PURSCHE, OLIVER | I | MEMBER | B | |
| PURSCHE, OLIVER | I | MEMBER | B | |
| PURSCHE, OLIVER | I | MEMBER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| KERRI BETH BRUDERMAN FAMILY TRUST | DE | BRUDERMAN & CO., LLC | E | Control |
| KERRI BETH BRUDERMAN FAMILY TRUST | DE | BRUDERMAN & CO., LLC | E | Control |
| KERRI BETH BRUDERMAN FAMILY TRUST | DE | BRUDERMAN & CO., LLC | E | Control |
Registrations
Federal
IA
Jan 31, 2020 REGISTERED
Notice Filings (9)
CT FL GA MA MD NJ NY RI VA
Address
119 BIRCH HILL RDLOCUST VALLEY, NY 11560
United States
Phone: 516-609-0291