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Montgomery Capital Advisors
Montgomery Capital Advisors is an SEC-registered investment adviser in New York, NY, registered since 2005. The firm manages approximately $130 million in...
Overview
Montgomery Capital Advisors is an SEC-registered investment adviser in New York, NY, registered since 2005. The firm manages approximately $130 million in regulatory assets. It has 2 employees and 1 investment adviser.
General information
Firm type
Single Family Office
Year founded
1987
Location
Region
North America
Country
United States
City
Plano
Corporate office
Plano, TX, United States
Frequently asked questions
Has Montgomery Capital Advisors disclosed any sector preferences?
No. The firm has not published a statement on investment sectors or strategies. Without a public investment history or stated mandate, its sector orientation is unknown.
Who is the investment decision-maker at the firm?
No named principals have been publicly identified. The firm's structure, including who leads investment decisions, has not been disclosed through any primary source.
Is the firm's wealth origin known?
No. The family behind Montgomery Capital Advisors and the source of its capital have not been disclosed publicly.
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