MONTAGE INVESTMENTS, LLC
CRD #152607 SEC #801-71142 LEAWOOD, KS 913-647-9700
SEC Registered Private Funds
Total AUM
$35.8M
Discretionary
$35.8M
Employees
48
Clients
--
Accounts
12
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2016 | $35.8M | $35.8M | $0 | 48 | 1 |
| Jun 2016 | $35.8M | $35.8M | $0 | 48 | 1 |
| Mar 2016 | $35.8M | $35.8M | $0 | 48 | 1 |
| Mar 2015 | $249.5M | $135.6M | $114M | 43 | 11 |
| Mar 2014 | $236.7M | $115.4M | $121.4M | 23 | 1 |
| Apr 2013 | $218.9M | $95M | $123.9M | 21 | 11 |
| Oct 2012 | $255.8M | $255.8M | $0 | 11 | 11 |
| Sep 2012 | $9.6B | $9.6B | $0 | 11 | 11 |
| Jun 2012 | $9.6B | $9.6B | $0 | 11 | 11 |
| Jun 2012 | $9.6B | $9.6B | $0 | 11 | 11 |
| May 2012 | $9.6B | $9.6B | $0 | 11 | 11 |
| Mar 2012 | $9.6B | $9.6B | $0 | 11 | 11 |
| Jun 2011 | $7.2B | $92.5M | $7.2B | -- | -- |
| Apr 2011 | $7.2B | $92.5M | $7.2B | -- | -- |
| Mar 2011 | $92.5M | $92.5M | $0 | -- | -- |
| Mar 2011 | $92.2M | $92.2M | $0 | 10 | -- |
| Oct 2010 | $92.2M | $92.2M | $0 | 10 | -- |
| Jul 2010 | $0 | $0 | $0 | 10 | -- |
| Mar 2010 | $0 | $0 | $0 | 10 | -- |
DateJul 2016
Total AUM$35.8M
Discretionary$35.8M
Non-Disc.$0
Employees48
Clients1
DateJun 2016
Total AUM$35.8M
Discretionary$35.8M
Non-Disc.$0
Employees48
Clients1
DateMar 2016
Total AUM$35.8M
Discretionary$35.8M
Non-Disc.$0
Employees48
Clients1
DateMar 2015
Total AUM$249.5M
Discretionary$135.6M
Non-Disc.$114M
Employees43
Clients11
DateMar 2014
Total AUM$236.7M
Discretionary$115.4M
Non-Disc.$121.4M
Employees23
Clients1
DateApr 2013
Total AUM$218.9M
Discretionary$95M
Non-Disc.$123.9M
Employees21
Clients11
DateOct 2012
Total AUM$255.8M
Discretionary$255.8M
Non-Disc.$0
Employees11
Clients11
DateSep 2012
Total AUM$9.6B
Discretionary$9.6B
Non-Disc.$0
Employees11
Clients11
DateJun 2012
Total AUM$9.6B
Discretionary$9.6B
Non-Disc.$0
Employees11
Clients11
DateJun 2012
Total AUM$9.6B
Discretionary$9.6B
Non-Disc.$0
Employees11
Clients11
DateMay 2012
Total AUM$9.6B
Discretionary$9.6B
Non-Disc.$0
Employees11
Clients11
DateMar 2012
Total AUM$9.6B
Discretionary$9.6B
Non-Disc.$0
Employees11
Clients11
DateJun 2011
Total AUM$7.2B
Discretionary$92.5M
Non-Disc.$7.2B
Employees--
Clients--
DateApr 2011
Total AUM$7.2B
Discretionary$92.5M
Non-Disc.$7.2B
Employees--
Clients--
DateMar 2011
Total AUM$92.5M
Discretionary$92.5M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$92.2M
Discretionary$92.2M
Non-Disc.$0
Employees10
Clients--
DateOct 2010
Total AUM$92.2M
Discretionary$92.2M
Non-Disc.$0
Employees10
Clients--
DateJul 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--