Monterone Partners Llp is an SEC registered investment adviser organized as a limited liability partnership. Its latest Form ADV filing, dated April 2, 2026, reports $229M in regulatory assets under management, 7 employees, and 9 accounts.
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentCorporations represent 50.0% of total clients.
Top client categories% of clientsClients
1
Corporations
50.0%
4
2
Pooled Investment Vehicles
37.5%
3
3
ENDOWMENT
12.5%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$195Mas of June 17, 2026
Discretionary100.0%
$195M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$195M
Total Accounts8
10Y AUM Change+$105M (+117.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee2:1
10Y Employee Change-1 (-16.7%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.