# Montrose Advisors

Montrose Advisors is a Multi Family Office based in New York, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** 7 East 60th Street, 2nd Floor, New York, NY 10022, United States
- **Founded:** 1992
- **Assets under management:** 647 (Altss estimate)
- **Website:** montroseadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/montrose-advisors-incorporated

## Regulatory record

- **CRD number:** 105918
- **SEC file number:** 801-45235
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-26T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/105918

## About

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.

## Sectors

- Industrial Tech

## People

- Kenneth Lubbock — Executive Chairman and Director
- Angus Lubbock — President, Treasurer and Director
- Lois McNaughton — Vice President and Compliance Officer
- Lisa Train — Secretary and Director

## 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.

### 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.

### 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.

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- [Summit Wealth Partners](https://altss.com/profile/summit-wealth-partners-llc)
- [River’s Edge Wealth Partners](https://altss.com/profile/river-s-edge-wealth-partners)

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Last updated: 2026-07-06T01:24:21.606Z

Canonical page: https://altss.com/profile/montrose-advisors

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