RIA Intelligence

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

Firm Details

Organization Type
Limited Partnership
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 28, 2013
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BAXTER-SIMONS, LAURA, JANEICHIEF COMPLIANCE OFFICER AND GENERAL COUNSELNA
BAXTER-SIMONS, LAURA, JANEICHIEF COMPLIANCE OFFICER AND GENERAL COUNSELNA
BAXTER-SIMONS, LAURA, JANEICHIEF COMPLIANCE OFFICER AND CHIEF LEGAL OFFICERNA
BAXTER-SIMONS, LAURA, JANEICHIEF COMPLIANCE OFFICER AND CHIEF LEGAL OFFICERNA
BAXTER-SIMONS, LAURA, JANEICHIEF COMPLIANCE OFFICER AND GENERAL COUNSELNA
BAXTER-SIMONS, LAURA, JANEICHIEF COMPLIANCE OFFICER AND GENERAL COUNSELNA
BAXTER-SIMONS, LAURA, JANEICHIEF COMPLIANCE OFFICER AND GENERAL COUNSELNA
BAXTER-SIMONS, LAURA, JANEICHIEF COMPLIANCE OFFICER AND GENERAL COUNSELNA
BAXTER-SIMONS, LAURA, JANEICHIEF COMPLIANCE OFFICER AND GENERAL COUNSELNA
BAXTER-SIMONS, LAURA, JANEICHIEF COMPLIANCE OFFICER AND GENERAL COUNSELNA
BAXTER-SIMONS, LAURA, JANEICHIEF COMPLIANCE OFFICER AND GENERAL COUNSELNA
MAGARO, ALEX, RICHARDICO-PRESIDENT/ MANAGING DIRECTOR OF GENERAL PARTNERNA Control
MAGARO, ALEX, RICHARDICO-PRESIDENT/ SENIOR MANAGING DIRECTOR OF GENERAL PARTNERNA Control
MAGARO, ALEX, RICHARDICO-PRESIDENT/ SENIOR MANAGING DIRECTOR OF GENERAL PARTNERNA Control
MAGARO, ALEX, RICHARDICO-PRESIDENT/ SENIOR MANAGING DIRECTOR OF GENERAL PARTNERNA Control
MAGARO, ALEX, RICHARDICO-PRESIDENT/ SENIOR MANAGING DIRECTOR OF GENERAL PARTNERNA Control
MINDICH, MARK, JASONICHIEF OPERATING OFFICER OF GENERAL PARTNERNA Control
MINDICH, MARK, JASONICHIEF OPERATING OFFICER OF GENERAL PARTNERNA Control
MINDICH, MARK, JASONICHIEF OPERATING OFFICER OF GENERAL PARTNERNA Control
MINDICH, MARK, JASONICHIEF OPERATING OFFICER OF GENERAL PARTNERNA Control
MINDICH, MARK, JASONICHIEF OPERATING OFFICER OF GENERAL PARTNERNA Control
MINDICH, MARK, JASONICHIEF OPERATING OFFICER OF GENERAL PARTNERNA Control
MINDICH, MARK, JASONICHIEF OPERATING OFFICER OF GENERAL PARTNERNA Control
MINDICH, MARK, JASONICHIEF OPERATING OFFICER OF GENERAL PARTNERNA Control
MINDICH, MARK, JASONICHIEF OPERATING OFFICER OF GENERAL PARTNERNA Control
MINDICH, MARK, JASONICHIEF OPERATING OFFICER OF GENERAL PARTNERNA Control
MINDICH, MARK, JASONICHIEF OPERATING OFFICER OF GENERAL PARTNERNA Control
MWG GP LLCDEGENERAL PARTNERNA Control
MWG GP LLCDEGENERAL PARTNERNA Control
MWG GP LLCDEGENERAL PARTNERNA Control
MWG GP LLCDEGENERAL PARTNERNA Control
MWG GP LLCDEGENERAL PARTNERNA Control
MWG GP LLCDEGENERAL PARTNERNA Control
MWG GP LLCDEGENERAL PARTNERNA Control
MWG GP LLCDEGENERAL PARTNERNA Control
MWG GP LLCDEGENERAL PARTNERNA Control
MWG GP LLCDEGENERAL PARTNERNA Control
MWG GP LLCDEGENERAL PARTNERNA Control
SIMONS, NATHANIELICHAIRMAN/ SENIOR MANAGING DIRECTOR OF GENERAL PARTNERNA Control
SIMONS, NATHANIELICHAIRMAN/ SENIOR MANAGING DIRECTOR OF GENERAL PARTNERNA Control
SIMONS, NATHANIELICHAIRMAN/ MANAGING DIRECTOR OF GENERAL PARTNERNA Control
SIMONS, NATHANIELICHAIRMAN/ MANAGING DIRECTOR OF GENERAL PARTNERNA Control
SIMONS, NATHANIELICHAIRMAN/ SENIOR MANAGING DIRECTOR OF GENERAL PARTNERNA Control
SIMONS, NATHANIELICHAIRMAN/ SENIOR MANAGING DIRECTOR OF GENERAL PARTNERNA Control
SIMONS, NATHANIELICHAIRMAN/ SENIOR MANAGING DIRECTOR OF GENERAL PARTNERNA Control
SIMONS, NATHANIELICHAIRMAN/ SENIOR MANAGING DIRECTOR OF GENERAL PARTNERNA Control
SIMONS, NATHANIELICHAIRMAN/ SENIOR MANAGING DIRECTOR OF GENERAL PARTNERNA Control
SIMONS, NATHANIELICHAIRMAN/ SENIOR MANAGING DIRECTOR OF GENERAL PARTNERNA Control
SIMONS, NATHANIELICHAIRMAN/ SENIOR MANAGING DIRECTOR OF GENERAL PARTNERNA Control
ZIERK, DAVID, KENNETHICO-PRESIDENT/SENIOR MANAGING DIRECTOR OF GENERAL PARTNERNA Control
ZIERK, DAVID, KENNETHICO-PRESIDENT/SENIOR MANAGING DIRECTOR OF GENERAL PARTNERNA Control
ZIERK, DAVID, KENNETHICO-PRESIDENT/ MANAGING DIRECTOR OF GENERAL PARTNERNA Control
ZIERK, DAVID, KENNETHICO-PRESIDENT/ MANAGING DIRECTOR OF GENERAL PARTNERNA Control
ZIERK, DAVID, KENNETHICO-PRESIDENT/SENIOR MANAGING DIRECTOR OF GENERAL PARTNERNA Control
ZIERK, DAVID, KENNETHICO-PRESIDENT/SENIOR MANAGING DIRECTOR OF GENERAL PARTNERNA Control
ZIERK, DAVID, KENNETHICO-PRESIDENT/SENIOR MANAGING DIRECTOR OF GENERAL PARTNERNA Control
ZIERK, DAVID, KENNETHICO-PRESIDENT/SENIOR MANAGING DIRECTOR OF GENERAL PARTNERNA Control
ZIERK, DAVID, KENNETHICO-PRESIDENT/SENIOR MANAGING DIRECTOR OF GENERAL PARTNERNA Control
1998 SIMONS FAMILY REVOCABLE TRUSTDELIMITED PARTNERE Control
1998 SIMONS FAMILY REVOCABLE TRUSTDELIMITED PARTNERE Control
1998 SIMONS FAMILY REVOCABLE TRUSTDELIMITED PARTNERE Control
1998 SIMONS FAMILY REVOCABLE TRUSTDELIMITED PARTNERE Control
1998 SIMONS FAMILY REVOCABLE TRUSTDELIMITED PARTNERE Control
1998 SIMONS FAMILY REVOCABLE TRUSTDELIMITED PARTNERC Control
1998 SIMONS FAMILY REVOCABLE TRUSTDELIMITED PARTNERC Control
1998 SIMONS FAMILY REVOCABLE TRUSTDELIMITED PARTNERC Control
1998 SIMONS FAMILY REVOCABLE TRUSTDELIMITED PARTNERC Control
1998 SIMONS FAMILY REVOCABLE TRUSTDELIMITED PARTNERC Control
1998 SIMONS FAMILY REVOCABLE TRUSTDELIMITED PARTNERC Control
MAGARO, ALEX, RICHARDICO-PRESIDENT/ SENIOR MANAGING DIRECTOR OF GENERAL PARTNERC Control
MAGARO, ALEX, RICHARDICO-PRESIDENT/ SENIOR MANAGING DIRECTOR OF GENERAL PARTNERC Control
MAGARO, ALEX, RICHARDICO-PRESIDENT/ MANAGING DIRECTOR OF GENERAL PARTNERC Control
MAGARO, ALEX, RICHARDICO-PRESIDENT/ SENIOR MANAGING DIRECTOR OF GENERAL PARTNERC Control
MAGARO, ALEX, RICHARDICO-PRESIDENT/ SENIOR MANAGING DIRECTOR OF GENERAL PARTNERB Control
MAGARO, ALEX, RICHARDICO-PRESIDENT/ SENIOR MANAGING DIRECTOR OF GENERAL PARTNERB Control
MAWJI, ARIF, AMIRALIILIMITED PARTNERB
MAWJI, ARIF, AMIRALIILIMITED PARTNERB
MAWJI, ARIF, AMIRALIILIMITED PARTNERB
MAWJI, ARIF, AMIRALIILIMITED PARTNERB
ZIERK, DAVID, KENNETHICO-PRESIDENT/SENIOR MANAGING DIRECTOR OF GENERAL PARTNERB Control
ZIERK, DAVID, KENNETHICO-PRESIDENT/SENIOR MANAGING DIRECTOR OF GENERAL PARTNERB Control
KAPLAN, JOSEPH, MEGERILIMITED PARTNERA
KAPLAN, JOSEPH, MEGERILIMITED PARTNERA
KAPLAN, JOSEPH, MEGERILIMITED PARTNERA

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
BAXTER-SIMONS, LAURA, JANEIMWG GP LLCF Control
BAXTER-SIMONS, LAURA, JANEIMWG GP LLCF Control
BAXTER-SIMONS, LAURA, JANEIMWG GP LLCF Control
BAXTER-SIMONS, LAURA, JANEIMWG GP LLCF Control
BAXTER-SIMONS, LAURA, JANEI1998 SIMONS FAMILY REVOCABLE TRUSTF Control
BAXTER-SIMONS, LAURA, JANEI1998 SIMONS FAMILY REVOCABLE TRUSTF Control
BAXTER-SIMONS, LAURA, JANEI1998 SIMONS FAMILY REVOCABLE TRUSTF Control
BAXTER-SIMONS, LAURA, JANEI1998 SIMONS FAMILY REVOCABLE TRUSTF Control
BAXTER-SIMONS, LAURA, JANEI1998 SIMONS FAMILY REVOCABLE TRUSTF Control
BAXTER-SIMONS, LAURA, JANEI1998 SIMONS FAMILY REVOCABLE TRUSTF Control
BAXTER-SIMONS, LAURA, JANEI1998 SIMONS FAMILY REVOCABLE TRUSTF Control
SIMONS, NATHANIELIMWG GP LLCF Control
SIMONS, NATHANIELIMWG GP LLCF Control
SIMONS, NATHANIELIMWG GP LLCF Control
SIMONS, NATHANIELIMWG GP LLCF Control
SIMONS, NATHANIELI1998 SIMONS FAMILY REVOCABLE TRUSTF Control
SIMONS, NATHANIELI1998 SIMONS FAMILY REVOCABLE TRUSTF Control
SIMONS, NATHANIELI1998 SIMONS FAMILY REVOCABLE TRUSTF Control
SIMONS, NATHANIELI1998 SIMONS FAMILY REVOCABLE TRUSTF Control
SIMONS, NATHANIELI1998 SIMONS FAMILY REVOCABLE TRUSTF Control
SIMONS, NATHANIELI1998 SIMONS FAMILY REVOCABLE TRUSTF Control
SIMONS, NATHANIELI1998 SIMONS FAMILY REVOCABLE TRUSTF Control
1998 SIMONS FAMILY REVOCABLE TRUSTDEMWG GP LLCE Control
1998 SIMONS FAMILY REVOCABLE TRUSTDEMWG GP LLCC Control
1998 SIMONS FAMILY REVOCABLE TRUSTDEMWG GP LLCC Control
1998 SIMONS FAMILY REVOCABLE TRUSTDEMWG GP LLCC Control
1998 SIMONS FAMILY REVOCABLE TRUSTDEMWG GP LLCC Control
1998 SIMONS FAMILY REVOCABLE TRUSTDEMWG GP LLCC Control
1998 SIMONS FAMILY REVOCABLE TRUSTDEMWG GP LLCC Control
1998 SIMONS FAMILY REVOCABLE TRUSTDEMWG GP LLCC Control
1998 SIMONS FAMILY REVOCABLE TRUSTDEMWG GP LLCC Control
1998 SIMONS FAMILY REVOCABLE TRUSTDEMWG GP LLCC Control
1998 SIMONS FAMILY REVOCABLE TRUSTDEMWG GP LLCC Control
MAGARO, ALEX, RICHARDIMWG GP LLCC Control
MAGARO, ALEX, RICHARDIMWG GP LLCC Control
MAGARO, ALEX, RICHARDIMWG GP LLCC Control
MAGARO, ALEX, RICHARDIMWG GP LLCC Control
MAGARO, ALEX, RICHARDIMWG GP LLCC Control
MAGARO, ALEX, RICHARDIMWG GP LLCC Control
MAGARO, ALEX, RICHARDIMWG GP LLCC Control
MAGARO, ALEX, RICHARDIMWG GP LLCC Control
MAGARO, ALEX, RICHARDIMWG GP LLCC Control
MAGARO, ALEX, RICHARDIMWG GP LLCC Control
ZIERK, DAVID, KENNETHIMWG GP LLCC Control
ZIERK, DAVID, KENNETHIMWG GP LLCC Control
ZIERK, DAVID, KENNETHIMWG GP LLCC Control
ZIERK, DAVID, KENNETHIMWG GP LLCC Control
ZIERK, DAVID, KENNETHIMWG GP LLCC Control
ZIERK, DAVID, KENNETHIMWG GP LLCC Control
ZIERK, DAVID, KENNETHIMWG GP LLCC Control
ZIERK, DAVID, KENNETHIMWG GP LLCC Control
ZIERK, DAVID, KENNETHIMWG GP LLCC Control
ZIERK, DAVID, KENNETHIMWG GP LLCC Control

Registrations

Federal

IA
Mar 28, 2013 REGISTERED

Notice Filings (2)

CT HI

Address

PIER 5, THE EMBARCADERO
SUITE 101
SAN FRANCISCO, CA 94111
United States
Phone: 415.399.5330