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MONTROSE ESTATE CAPITAL MANAGEMENT, LLC, CRD 324497
HOUSTON, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| DAY, CHRISTOPHER, J | MANAGING MEMBER | E | yes | 06/2019 | Dec 13, 2022 | Mar 21, 2024 |
| MCDEVITT, JOHN, THOMAS | CHIEF COMPLIANCE OFFICER | Na | yes | 10/2023 | Jan 3, 2024 | Mar 21, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| TIDAL INVESTMENTS LLC | n/a | Asset manager | $46B | N | no | n/a |
| DOLIVER ADVISORS, L.P. | n/a | Independent wealth | $718M | N | no | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 12, 2026 | $40.0M | $40.0M | 1 | 1 | 0 | 1 | n/a |
| 2024 | Mar 28, 2025 | $38.1M | $38.1M | 1 | 1 | 0 | n/a | n/a |
| 2023 | Mar 21, 2024 | $33.0M | $33.0M | 1 | 1 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $40.0M | $38.1M | 4.9% | n/a | n/a | 1 | 1 | 0 | 0 |