Updated:
Montis Financial
Montis Financial, LLC was established in 2012 by wealth advisers in Waltham, Massachusetts. It functions as a multi-family office delivering coordinated...
Montis Financial
Montis Financial, LLC was established in 2012 by wealth advisers in Waltham, Massachusetts. It functions as a multi-family office delivering coordinated services to high-net-worth families with an emphasis on intergenerational objectives. The firm allocates across public equities, fixed income, real estate and commodities. Its public market exposure spans US large and small caps plus international developed and emerging markets. Confirmed interests include hedge funds and philanthropic mission-related investing. Geographic reach centers on North America with indicated exposure to Europe and Asia. Montis Financial holds RIA registration with the SEC under CRD 801-76534 and files as a notice filer in multiple states. It maintains an office lease at 230 Third Avenue in Waltham and has disclosed a philanthropic connection to the Esplanade Association since 2014. No operational events from the last 24 months appear in available records. The firm operates through a hybrid RIA structure that pairs in-house research with third-party managers and maintains a business relationship with Kinderhook Partners.
General information
Firm type
Multi Family Office
Year founded
2012
Location
Region
North America
Country
United States
City
Waltham
Corporate office
230 Third Avenue, Waltham, MA
Sector focus
Frequently asked questions
Who runs investment decisions at Montis Financial?
Dennis Follmer holds the CIO title and has been quoted on investment topics by Barron's, Reuters and The Wall Street Journal.
Is Montis Financial structured as a single family office or multi-family office?
It operates as a multi-family office serving multiple high-net-worth families with integrated planning and investment services.
Does Montis Financial participate in fund commitments or only direct deals?
Available records indicate a fund-of-funds posture alongside direct public equity holdings and real estate exposure.
Where does the underlying wealth come from?
Wealth origin is not publicly attributed to any specific family branch or industry.
What regulatory registrations does Montis Financial hold?
It is registered as an RIA with the SEC since 2012 and files notices in at least 18 states plus the District of Columbia.
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.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: