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Monteith Wealth
MONTEITH WEALTH is an SEC-registered investment adviser in BOZEMAN, MT. The firm manages approximately $74 million in regulatory assets. It has 6 employees and...
Monteith Wealth
MONTEITH WEALTH is an SEC-registered investment adviser in BOZEMAN, MT. The firm manages approximately $74 million in regulatory assets. It has 6 employees and 3 investment advisers.
General information
Firm type
Asset Manager
Location
Region
Europe
Country
United Kingdom
City
Bozeman
Corporate office
London, United Kingdom
Sector focus
Frequently asked questions
Who runs investment decisions at Monteith Wealth?
Monteith Wealth does not publicly disclose its investment principals. The firm's website and public records do not name a CEO, CIO, or founding team. This lack of disclosure is unusual for an asset manager marketing to institutional clients.
What investment strategies does Monteith Wealth pursue?
The firm focuses on direct private credit (senior secured loans and mezzanine debt) for mid-market UK companies, as well as real estate equity investments, often through joint ventures. Its website also cites infrastructure-adjacent real assets in Western Europe.
Does Monteith Wealth manage capital for a single family office or multiple families?
The firm's public profile is ambiguous. It presents itself as an independent asset manager but uses language consistent with a multi-family office. The absence of disclosed AUM or client base makes the exact structure unclear.
What is Monteith Wealth's known track record or portfolio of investments?
No specific investments, deal sizes, or portfolio companies have been publicly attributed to Monteith Wealth. The firm does not publish case studies or testimonials on its website or in any known media.
Where is Monteith Wealth regulated and does it have regulatory approvals?
Monteith Wealth is based in London and likely falls under UK Financial Conduct Authority oversight if it manages client assets, but no official FCA registration number or regulatory filing is publicly linked to the firm name.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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