BOSTON INVESTING CORPORATION
Legal name: MONTROSE PRIVATE CLIENTS
CRD #7178 SEC #801-9388 NEW YORK, NY 212-888-5252
SEC Registered Private Funds
Total AUM
$31.3M
Discretionary
$25.8M
Employees
1
Clients
1
Accounts
4
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2014 | $31.9M | $31.9M | $0 | 2 | 1 |
| Aug 2013 | $31.4M | $30.1M | $1.2M | 2 | 1 |
| Aug 2013 | $31.4M | $30.1M | $1.2M | 2 | 1 |
| Apr 2013 | $31.4M | $30.1M | $1.2M | 2 | 1 |
| Apr 2013 | $31.4M | $30.1M | $1.2M | 2 | 1 |
| Mar 2012 | $31.3M | $25.8M | $5.5M | 1 | 1 |
| Mar 2011 | $17.3M | $14.9M | $2.4M | 5 | -- |
| Mar 2010 | $3.7M | $705.4K | $3M | 5 | -- |
| Mar 2008 | $11.4M | $7.7M | $3.7M | 5 | -- |
DateMar 2014
Total AUM$31.9M
Discretionary$31.9M
Non-Disc.$0
Employees2
Clients1
DateAug 2013
Total AUM$31.4M
Discretionary$30.1M
Non-Disc.$1.2M
Employees2
Clients1
DateAug 2013
Total AUM$31.4M
Discretionary$30.1M
Non-Disc.$1.2M
Employees2
Clients1
DateApr 2013
Total AUM$31.4M
Discretionary$30.1M
Non-Disc.$1.2M
Employees2
Clients1
DateApr 2013
Total AUM$31.4M
Discretionary$30.1M
Non-Disc.$1.2M
Employees2
Clients1
DateMar 2012
Total AUM$31.3M
Discretionary$25.8M
Non-Disc.$5.5M
Employees1
Clients1
DateMar 2011
Total AUM$17.3M
Discretionary$14.9M
Non-Disc.$2.4M
Employees5
Clients--
DateMar 2010
Total AUM$3.7M
Discretionary$705.4K
Non-Disc.$3M
Employees5
Clients--
DateMar 2008
Total AUM$11.4M
Discretionary$7.7M
Non-Disc.$3.7M
Employees5
Clients--