RIA Intelligence

WHEELHOUSE 360 ADVISORS LP

CRD #319603 SEC #802-125733 STAMFORD, CT 203-344-0234
State Registered Exempt Reporting Private Funds
Total AUM
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Discretionary
--
Employees
--
Clients
--
Accounts
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Firm Details

Organization Type
--
State of Formation
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Fiscal Year End
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Registration Date
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Latest Filing
Mar 31, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
WHEELHOUSE INVESTMENT PARTNERS LLCDEGENERAL PARTNERNA Control
WHEELHOUSE INVESTMENT PARTNERS LLCDEGENERAL PARTNERNA Control
WHEELHOUSE INVESTMENT PARTNERS LLCDEGENERAL PARTNERNA Control
WHEELHOUSE INVESTMENT PARTNERS LLCDEGENERAL PARTNERNA Control
MONTGOMERY, BRENT, DANIELIMANAGING PARTNERE Control
MONTGOMERY, BRENT, DANIELILIMITED PARTNERE Control
MONTGOMERY, BRENT, DANIELILIMITED PARTNERE Control
MONTGOMERY, BRENT, DANIELILIMITED PARTNERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
WHEELHOUSE HOLDINGS LLCDEWHEELHOUSE INVESTMENT PARTNERS LLCE Control
WHEELHOUSE HOLDINGS LLCDEWHEELHOUSE INVESTMENT PARTNERS LLCE Control
WHEELHOUSE HOLDINGS LLCDEWHEELHOUSE INVESTMENT PARTNERS LLCE Control
MONTGOMERY, BRENT, DANIELIWHEELHOUSE HOLDINGS LLCC Control
MONTGOMERY, BRENT, DANIELIWHEELHOUSE HOLDINGS LLCC Control
MONTGOMERY, BRENT, DANIELIWHEELHOUSE HOLDINGS LLCC Control
MONTGOMERY, COURTNEY, NAPURANOIWHEELHOUSE HOLDINGS LLCC Control
MONTGOMERY, COURTNEY, NAPURANOIWHEELHOUSE HOLDINGS LLCC Control
MONTGOMERY, COURTNEY, NAPURANOIWHEELHOUSE HOLDINGS LLCC Control

Registrations

Federal

ERA
Mar 31, 2025 REGISTERED

Address

4 STAR POINT
SUITE 201
STAMFORD, CT 06902
United States
Phone: 203-344-0234