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Montrose Advisors
Montrose Advisors was established in 1992 by Kenneth Lubbock and the late John Train. The firm operates as an independent SEC-registered investment advisor in...
Montrose Advisors
Montrose Advisors was established in 1992 by Kenneth Lubbock and the late John Train. The firm operates as an independent SEC-registered investment advisor in New York and provides customized portfolios to multiple client families rather than a single lineage. The firm deploys capital through fund-of-funds commitments, direct co-investments, hedge funds, real estate, commodities and digital assets. It maintains exposure across North America with a value-oriented lens. No specific portfolio holdings or co-investors appear in public materials. The team includes seven named professionals plus an advisory board. John Train served as chairman until his death in August 2022. The firm lists no additional offices beyond its New York location. Montrose Advisors functions as a registered investment advisor rather than a proprietary family office, which imposes standard SEC and NFA compliance requirements on its multi-client mandate.
General information
Firm type
Multi Family Office
Year founded
1992
Location
Region
North America
Country
United States
City
New York
Corporate office
7 East 60th Street, 2nd Floor, New York, NY 10022, United States
Principals
Kenneth Lubbock
Executive Chairman and Director
Angus Lubbock
President, Treasurer and Director
Lois McNaughton
Vice President and Compliance Officer
Lisa Train
Secretary and Director
Sector focus
Frequently asked questions
Who runs investment decisions at Montrose Advisors?
Kenneth Lubbock serves as Executive Chairman. Angus Lubbock holds the roles of President and Treasurer. Both are listed as directors on the firm website.
Is Montrose Advisors structured as a single family office or multi-family office?
The firm operates as a multi-family office. It advises multiple families, foundations and trusts under a single SEC RIA registration.
Does Montrose Advisors participate in fund commitments or only direct deals?
The firm uses both fund-of-funds commitments and direct co-investments or SPVs according to its listed investment types.
Where does the underlying wealth come from?
No single family or corporate source is disclosed. The firm serves multiple affluent families and institutions.
What investment stages does Montrose Advisors typically target?
The firm does not publish stage preferences. Its allocations span public markets, hedge funds, real estate and digital assets without specified early-stage or venture focus.
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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