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MONTAG & CALDWELL LLC, CRD 104841
ATLANTA, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| MONTAG & CALDWELL LARGE CAP GROWTH COMMINGLED FUND, LP | Other Private Fund | $4.6M | Dec 26, 2017 | 1 | Mar 28, 2012 | dropped | 021-1537899 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BUNCH, JANET, BOUTIN | MANAGING PRINCIPAL AND PORTFOLIO MANAGER | B | yes | 08/2020 | Mar 28, 2012 | Oct 16, 2024 |
| CANAKARIS, RONALD, EMMANUEL | MANAGING PRINCIPAL | C | yes | 02/2023 | Mar 28, 2012 | Oct 16, 2024 |
| FRANCIS, JAMES, MERLIN | MANAGING PRINCIPAL AND DIRECTOR OF MARKETING | A | yes | 11/2022 | Mar 27, 2017 | Oct 16, 2024 |
| KEISTER, REBECCA, MITCHELL | MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | Na | yes | 02/2019 | Mar 28, 2012 | Oct 16, 2024 |
| MARKWALTER, CHARLES, EVERETT | EXECUTIVE MANAGING PRINCIPAL AND CEO | B | yes | 11/2022 | Mar 28, 2012 | Oct 16, 2024 |
| Thomas, Deborah, Jean | PRINCIPAL, DIRECTOR OF OPERATIONS AND TRADING | Na | yes | 08/2020 | Aug 21, 2020 | Oct 16, 2024 |
| THOMPSON, MICHAEL, SCOTT | MANAGING PRINCIPAL AND CHIEF INVESTMENT OFFICER | B | yes | 11/2022 | Jan 9, 2015 | Oct 16, 2024 |
| VOGEL, WILLIAM, ALAN | MANAGING PRINCIPAL AND PORTFOLIO MANAGER | B | yes | 02/2019 | Mar 28, 2012 | Oct 16, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2024 | Mar 25, 2025 | $577M | $577M | 14 | 8 | 0 | n/a | n/a |
| 2023 | Mar 22, 2024 | $683M | $683M | 17 | 8 | 0 | n/a | n/a |
| 2022 | Mar 31, 2023 | $965M | $965M | 19 | 10 | 0 | n/a | n/a |
| 2021 | Mar 30, 2022 | $1.3B | $1.3B | 18 | 11 | 0 | n/a | n/a |
| 2020 | Mar 30, 2021 | $2.0B | $2.0B | 18 | 13 | 0 | n/a | n/a |
| 2019 | Mar 30, 2020 | $2.4B | $2.4B | 20 | 15 | 0 | n/a | n/a |
| 2018 | Mar 28, 2019 | $2.1B | $2.1B | 21 | 15 | 0 | n/a | n/a |
| 2017 | Mar 28, 2018 | $3.6B | $3.6B | 26 | 17 | 0 | n/a | n/a |
| 2016 | Mar 27, 2017 | $4.6B | $4.6B | 25 | 17 | n/a | 1 | $4.6M |
| 2015 | Mar 29, 2016 | $5.9B | $5.9B | 27 | 18 | n/a | 1 | $4.7M |
| 2014 | Mar 27, 2015 | $9.8B | $9.7B | 29 | 19 | n/a | 1 | $12.2M |
| 2013 | Mar 24, 2014 | $14B | $14B | 30 | 20 | n/a | 1 | $18.3M |
| 2012 | Mar 28, 2013 | $13B | $13B | 30 | 20 | n/a | 1 | $17.5M |
| 2011 | Mar 28, 2012 | $12B | $12B | n/a | n/a | n/a | 1 | $10.8M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 3 | -3 | n/a | 0 | 0 | 0 | 0 | 4 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2024 | $577M | $683M | -15.6% | $1.3B | -24.5% | 14 | 17 | 0 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| ADVOCACY WEALTH MANAGEMENT, LLC | 3 | Sep 24, 2025 | Nov 21, 2024 | ATLANTA, GA | Firm absorbed | RIA to RIA | 100.0% |