Montrose Advisors

Asset Manager SEC-registered adviser

Legal name: Montrose Advisors Incorporated

New York, NY Website

AUM

$670.8M
Regulatory AUM

Private funds

1
Hedge Fund 1

Private fund assets

$24.5M
Gross asset value

Employees

5

Last Form D raise

—

From SEC Form ADV filing (filed Sep 14, 2026). View on SEC

People(4)

Owners and executive officers named on the firm's SEC Form ADV.

J
John Lubbock
President, Shareholder and Director
Source: SEC Form ADV
K
Kenneth Lubbock
Executive Chairman and Shareholder and Director and Treasurer
Source: SEC Form ADV
L
Lisa Train
Shareholder and Director
Source: SEC Form ADV
L
Lois McNaughton
Vice President and Chief Compliance Officer
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Montrose Partners, L.P.Hedge Fund$24.5M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
105918
SEC file number
801-45235

Sources