Montrose Advisors
Montrose Advisors is a multi-family office headquartered in New York, United States. Founded in 1992 by investment counselors Kenneth Lubbock and the late author-investor John Train, the firm oversees diversified portfolios and provides investment, tax and...
Montrose Advisors
Montrose Advisors is a multi-family office headquartered in New York, United States. Founded in 1992 by investment counselors Kenneth Lubbock and the late author-investor John Train, the firm oversees diversified portfolios and provides investment, tax and estate guidance to affluent families, foundations and trusts, leveraging the founders’ decades in value investing and wealth preservation—delivers evergreen growth capital.
General information
Firm type
Multi Family Office
Year founded
1992
AUM
—
Location
Region
North America
Country
—
City
New York
Corporate office
—
Frequently asked questions
What is Montrose Advisors?
Montrose Advisors is a multi family office headquartered in New York.
When was Montrose Advisors founded?
Montrose Advisors was founded in 1992.
Where is Montrose Advisors headquartered?
Montrose Advisors is headquartered in New York, in the North America region.
What does Altss track for Montrose Advisors?
Altss maintains an OSINT-verified profile of Montrose Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Montrose Advisors's website?
Montrose Advisors's public website is www.montroseadvisors.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Montrose Advisors?
Montrose Advisors is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Montrose Advisors?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Montrose Advisors?
Montrose Advisors's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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