Montrose Advisors Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$670,800,000
Total clients
24
100% high-net worth
Total advisors
2
of 5 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
12
Average account size
$27,950,000
About
Montrose Advisors Inc. provides investment advisory and allocation services to high‑net‑worth individuals, families, small foundations, and private investment funds, and offers portfolio allocation oversight and general consulting; clients may request financial planning counsel as part of their engagements. The firm emphasizes advisory relationships with accredited investors and structures engagements on a negotiated, case‑by‑case basis.
MAI allocates capital across outside managers and in‑house research with a stated focus on alternative assets—including hedged equity, distressed, macro, and other non‑traditional strategies—and may include exposures to cryptocurrencies and commodity‑related vehicles. It both manages a pooled vehicle, Montrose Partners, L.P., and advises separate clients; as of December 31, 2025 the firm reported approximately $135 million managed and $536 million advised, indicating a substantial portion of its assets are advisory (non‑discretionary).
Distinctive aspects of the firm include its registration as a Commodity Pool Operator and its role as adviser and general partner to an in‑house private fund that accepts outside investors, along with occasional reporting of portfolio performance to investors. MAI typically works with a small client base of accredited, high‑net‑worth investors, emphasizes manager selection and portfolio construction for pooled vehicles, and permits both discretionary management of funds and non‑discretionary advisory relationships.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for general consulting services, payable semi-annually in advance
$0+: 0.2% to 0.75% (asset allocation/general consulting clients, based on total portfolio assets) $0+: 1% initial allocation recommendation fee plus 0.5% anniversary fee (on certain clients) $0+: Negotiable quarterly advisory fees based on percentage of assets under management or fixed fees
Hourly fees charged for project work and consulting, invoiced monthly or in advance
Account minimum: $50 million Fee-only: Fixed fees, hourly fees (for project work and consulting), and negotiable AUM fees
Main office location
Montrose Advisors Inc
7 East 60 Th Street, 2 Nd Floor
New York NY 10022, United States
Number of offices
1
Most active in
New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")