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Montcalm Partners
Montcalm Partners was established in New York by Brady W. Dougan, former CEO of Credit Suisse. The firm serves multiple families with wealth management that...
Overview
Montcalm Partners was established in New York by Brady W. Dougan, former CEO of Credit Suisse. The firm serves multiple families with wealth management that includes estate planning, tax optimization, and alternative asset allocation. Montcalm Partners deploys capital through fund-of-funds, private equity, real estate, and philanthropic structures. Confirmed sector focuses include AgriTech & FoodTech, ClimateTech, Energy Transition & Renewables, Digital Health, Healthcare Services, PropTech, and FinTech. Geographic reach covers North America and Africa. The firm maintains an office at 555 Madison Avenue. The team includes Director Antonio Farnos, Chief Risk Officer Matthias Sainz, and Co-Founder Pedro Castrioto de Azambuja. Matthias Sainz maintains membership in the Palm Beach Hedge Fund Association. Philanthropic vehicles Search and Care. Laura E. Niklason, CEO of Humacyte, participates as a business partner. Montcalm Partners maintains a hybrid structure that combines direct advisory to multiple families with mission-related investing mandates. This setup allows allocation across both traditional private markets and impact-oriented opportunities without a single-family concentration.
General information
Firm type
Multi Family Office
Year founded
2012
Location
Region
North America
Country
United States
City
New York
Corporate office
555 Madison Ave, 17th Floor, New York, NY 10022, United States
Principals
Brady W. Dougan
Founder / Principal
Antonio Farnos
Director
Matthias Sainz
Chief Risk Officer
Pedro Castrioto de Azambuja
Co-Founder
Laura E. Niklason
Business Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Montcalm Partners?
Brady W. Dougan serves as Founder and Principal. Matthias Sainz acts as Chief Risk Officer and Antonio Farnos serves as Director.
Is Montcalm Partners structured as a single family office or does it operate more like a multi-family office?
Montcalm Partners operates as a multi-family office serving multiple client families with wealth management and investment advisory services.
Does Montcalm Partners participate in fund commitments or only direct deals?
The firm uses fund-of-funds structures alongside private equity and real estate investments.
Which sectors does Montcalm Partners focus on?
Sector exposure includes AgriTech & FoodTech, ClimateTech, Energy Transition & Renewables, Digital Health, Healthcare Services, PropTech, and FinTech.
Where does Montcalm Partners invest geographically?
The firm maintains investment exposure in North America and Africa.
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