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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Connecticut
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOCKEMUHL, LOIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BOCKEMUHL, LOIS | I | TREASURER/DIRECTOR | NA | Control |
| BOCKEMUHL, LOIS | I | SECRETARY/CHIEF COMPLIANCE OFFICER | NA | Control |
| HEITMAN, HARRY, R. | I | DIRECTOR | NA | |
| HEITMAN, HARRY, R. | I | DIRECTOR | NA | |
| HEITMAN, HARRY, R. | I | DIRECTOR | NA | |
| HEITMAN, HARRY, R. | I | DIRECTOR | NA | |
| MCNAUGHTON, LOIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCNAUGHTON, LOIS | I | TREASURER/DIRECTOR | NA | Control |
| MCNAUGHTON, LOIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCNAUGHTON, LOIS | I | TREASURER/DIRECTOR | NA | Control |
| MCNAUGHTON, LOIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCNAUGHTON, LOIS | I | TREASURER/DIRECTOR | NA | Control |
| PANEBIANCO, ANTHONY | I | TREASURER/DIRECTOR | NA | Control |
| PANEBIANCO, ANTHONY | I | TREASURER/DIRECTOR | NA | Control |
| PANEBIANCO, ANTHONY | I | DIRECTOR | NA | Control |
| PANEBIANCO, ANTHONY | I | TREASURER/DIRECTOR | NA | Control |
| PERKINS, SARA, D. | I | VICE PRESIDENT/DIRECTOR | NA | Control |
| PERKINS, SARA, D. | I | VICE PRESIDENT/DIRECTOR | NA | Control |
| PERKINS, SARA, D. | I | VICE PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| PERKINS, SARA, D. | I | VICE PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| PERKINS, SARA, D. | I | VICE PRESIDENT/DIRECTOR | NA | Control |
| PERKINS, SARA, D. | I | VICE PRESIDENT/DIRECTOR | NA | Control |
| PERKINS, SARA, D. | I | VICE PRESIDENT | NA | Control |
| PERKINS, SARA, D. | I | VICE PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER/ACTING TREASURER | NA | Control |
| PERKINS, SARA, D. | I | VICE PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER/ACTING TREASURER | NA | Control |
| PERKINS, SARA, D. | I | VICE PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER/ACTING TREASURER | NA | Control |
| PERKINS, SARA, D. | I | VICE PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER/ACTING TREASURER | NA | Control |
| PERKINS, SARA, D. | I | VICE PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| PERKINS, SARA, D. | I | VICE PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER/ACTING TREASURER | NA | Control |
| TRAIN, JOHN | I | PRESIDENT/DIRECTOR | NA | Control |
| TRAIN, JOHN | I | PRESIDENT/DIRECTOR | NA | Control |
| TRAIN, JOHN | I | PRESIDENT/DIRECTOR | NA | Control |
| TRAIN, JOHN | I | PRESIDENT/DIRECTOR | NA | Control |
| TRAIN, JOHN | I | PRESIDENT/DIRECTOR | NA | Control |
| TRAIN, JOHN | I | PRESIDENT/DIRECTOR | NA | Control |
| TRAIN, JOHN | I | PRESIDENT/DIRECTOR | NA | Control |
| TRAIN, JOHN | I | PRESIDENT/DIRECTOR | NA | Control |
| CHOA, NINA, TRAIN | I | SHAREHOLDER | C | Control |
| CHOA, NINA, TRAIN | I | SHAREHOLDER | C | Control |
| CHOA, NINA, TRAIN | I | SHAREHOLDER | C | Control |
| CHOA, NINA, TRAIN | I | SHAREHOLDER | C | Control |
| CHOA, NINA, TRAIN | I | SHAREHOLDER | C | Control |
| CHOA, NINA, TRAIN | I | SHAREHOLDER | C | Control |
| CHOA, NINA, TRAIN | I | SHAREHOLDER | C | Control |
| CHOA, NINA, TRAIN | I | SHAREHOLDER | C | Control |
| CHOA, NINA, TRAIN | I | SHAREHOLDER | C | Control |
| CHOA, NINA, TRAIN | I | SHAREHOLDER | C | Control |
| CHOA, NINA, TRAIN | I | SHAREHOLDER | C | Control |
| CHOA, NINA, TRAIN | I | SHAREHOLDER | C | Control |
| KLEBNIKOV, HELEN, T | I | SHAREHOLDER AND DIRECTOR | C | Control |
| KLEBNIKOV, HELEN, T | I | SHAREHOLDER AND DIRECTOR | C | Control |
| KLEBNIKOV, HELEN, T | I | SHAREHOLDER AND DIRECTOR | C | Control |
| KLEBNIKOV, HELEN, T | I | SHAREHOLDER AND DIRECTOR | C | Control |
| KLEBNIKOV, HELEN, T | I | SHAREHOLDER AND DIRECTOR | C | Control |
| KLEBNIKOV, HELEN, TRAIN | I | SHAREHOLDER | C | Control |
| KLEBNIKOV, HELEN, TRAIN | I | SHAREHOLDER | C | Control |
| KLEBNIKOV, HELEN, TRAIN | I | SHAREHOLDER | C | Control |
| KLEBNIKOV, HELEN, TRAIN | I | SHAREHOLDER | C | Control |
| KLEBNIKOV, HELEN, TRAIN | I | SHAREHOLDER | C | Control |
| KLEBNIKOV, HELEN, TRAIN | I | SHAREHOLDER | C | Control |
| KLEBNIKOV, HELEN, TRAIN | I | SHAREHOLDER | C | Control |
| TRAIN, HELEN | I | SHAREHOLDER | C | Control |
| TRAIN, LISA | I | DIRECTOR | C | Control |
| TRAIN, LISA | I | SHAREHOLDER | C | Control |
| TRAIN, LISA | I | DIRECTOR | C | Control |
| TRAIN, LISA | I | SHAREHOLDER | C | Control |
| TRAIN, LISA | I | SHAREHOLDER | C | Control |
| TRAIN, LISA | I | SHAREHOLDER | C | Control |
| TRAIN, LISA | I | DIRECTOR | C | Control |
| TRAIN, LISA | I | SHAREHOLDER | C | Control |
| TRAIN, LISA | I | SHAREHOLDER | C | Control |
| TRAIN, LISA | I | DIRECTOR | C | Control |
| TRAIN, LISA | I | TREASURER | C | Control |
| TRAIN, LISA | I | DIRECTOR | C | Control |
| TRAIN, LISA | I | SHAREHOLDER | C | Control |
| TRAIN, LISA | I | SHAREHOLDER | C | Control |
| TRAIN, LISA | I | SHAREHOLDER | C | Control |
| TRAIN, LISA | I | SHAREHOLDER | C | Control |
| TRAIN, LISA | I | SHAREHOLDER | C | Control |
| TRAIN, LISA | I | SHAREHOLDER | C | Control |
| TRAIN, LISA | I | SHAREHOLDER | C | Control |
| TRAIN, NINA TERESA | I | SHAREHOLDER | C | Control |
| LUBBOCK, KENNETH MILES | I | SHAREHOLDER | A | Control |
| LUBBOCK, KENNETH MILES | I | SHAREHOLDER | A | Control |
| LUBBOCK, KENNETH MILES | I | SHAREHOLDER | A | Control |
| LUBBOCK, KENNETH MILES | I | SHAREHOLDER | A | Control |
| LUBBOCK, KENNETH MILES | I | SHAREHOLDER | A | Control |
| LUBBOCK, KENNETH, MILES | I | PRESIDENT/DIRECTOR | A | Control |
| LUBBOCK, KENNETH, MILES | I | PRESIDENT/DIRECTOR | A | Control |
| LUBBOCK, KENNETH, MILES | I | SHAREHOLDER | A | |
| LUBBOCK, KENNETH, MILES | I | PRESIDENT/DIRECTOR | A | Control |
| LUBBOCK, KENNETH, MILES | I | PRESIDENT/DIRECTOR | A | Control |
| LUBBOCK, KENNETH, MILES | I | PRESIDENT/DIRECTOR | A | Control |
Registrations
Federal
IA
Mar 31, 2012 REGISTERED
Address
505 PARK AVENUE20TH FLOOR
NEW YORK, NY 10022-1106
United States
Phone: 212-888-5252