MONTEREY MANAGEMENT GROUP LP
CRD #152453 SEC #801-70945 SAN FRANCISCO, CA 415.399.5330
SEC Registered Private Funds
Total AUM
$377.3M
Discretionary
$377.3M
Employees
36
Clients
--
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2015 | $414M | $414M | $0 | 42 | 1 |
| Mar 2015 | $414M | $414M | $0 | 42 | 1 |
| Mar 2014 | $409.4M | $409.4M | $0 | 41 | 1 |
| Jul 2013 | $377.3M | $377.3M | $0 | 36 | 1 |
| Mar 2013 | $377.3M | $377.3M | $0 | 36 | 1 |
| Mar 2012 | $345.3M | $345.3M | $0 | 11 | 1 |
| Apr 2011 | $315.6M | $315.6M | $0 | -- | -- |
| Jan 2011 | $155M | $155M | $0 | -- | -- |
| Apr 2010 | $155M | $155M | $0 | -- | -- |
DateJun 2015
Total AUM$414M
Discretionary$414M
Non-Disc.$0
Employees42
Clients1
DateMar 2015
Total AUM$414M
Discretionary$414M
Non-Disc.$0
Employees42
Clients1
DateMar 2014
Total AUM$409.4M
Discretionary$409.4M
Non-Disc.$0
Employees41
Clients1
DateJul 2013
Total AUM$377.3M
Discretionary$377.3M
Non-Disc.$0
Employees36
Clients1
DateMar 2013
Total AUM$377.3M
Discretionary$377.3M
Non-Disc.$0
Employees36
Clients1
DateMar 2012
Total AUM$345.3M
Discretionary$345.3M
Non-Disc.$0
Employees11
Clients1
DateApr 2011
Total AUM$315.6M
Discretionary$315.6M
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees--
Clients--
DateApr 2010
Total AUM$155M
Discretionary$155M
Non-Disc.$0
Employees--
Clients--