Montrose Advisors Inc is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY. Its latest Form ADV filing, dated March 26, 2026, reports $671M in regulatory assets under management, 5 employees, and 30 accounts.
Assets Under Management
$671M
Employees
5
Offices
--
Total Clients
26
Primary office
NEW YORK, NY
7 EAST 60TH STREET, 2ND FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 92.3% of total clients.
Top client categories% of clientsClients
1
HNWI
92.3%
24
2
Pooled Investment Vehicles
7.7%
2
Categories with <5 clients
Charitable Organizations<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$671Mas of March 26, 2026
Discretionary20.1%
$135M
20% of total RAUM20.1%
Non-discretionary79.9%
$536M
80% of total RAUM79.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$671M
Total Accounts30
10Y AUM Change+$234M (+53.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee5:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.