Montrose Advisors

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Montrose Advisors Overview

Type
Multi Family Office
Year Founded

General Information

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.

Contact Information

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:
Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
New York, NY, United States

Portfolio & Notable Allocations

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