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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

MONTAGU US ADVISORS LLC

CRD 322469

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e8d1cecc-8055-66d4-4621-097a1a92a71c

Data as of Feb 26, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 4
On other graphs: 0
Observed: Sep 9, 2022 to Feb 26, 2024
4 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $4.4BItem 5.F on the latest filing (2024-02-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 4
SEC number: 801-126716
CRD: 322469
Filings on the tape: 4
First filed: Sep 9, 2022
Latest filed: Feb 26, 2024
Organised: Limited Liability Company, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DENNING, LOUISE, NOELE	CHIEF FINANCIAL OFFICER	Na	yes	04/2022	Sep 9, 2022	Feb 26, 2024
HUDSON, ELEANOR, ELIZABETH MARY	CHIEF COMPLIANCE OFFICER	Na	yes	05/2022	Sep 9, 2022	Feb 26, 2024
MLLP HOLDINGS LTD	Owner	E	yes	02/2022	Sep 9, 2022	Feb 26, 2024
MONTAGU PRIVATE EQUITY LLP	Owner	E	yes	01/2003	Sep 9, 2022	Feb 26, 2024
Sassi, Adrien, Paul Andre	Partner	Na	yes	02/2023	Feb 9, 2023	Feb 26, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MLLP HOLDINGS LIMITED	n/a	n/a	n/a	Y	no	n/a
MONTAGU (FUNDING V) LIMITED	n/a	n/a	n/a	Y	no	n/a
MONTAGU (FUNDING VI) LTD	n/a	n/a	n/a	Y	no	n/a
MONTAGU GP COMMITMENT LP	n/a	n/a	n/a	Y	no	n/a
MONTAGU LUXEMBOURG S.A.R.L	n/a	n/a	n/a	N	no	n/a
MONTAGU PRIVATE EQUITY GMBH	n/a	n/a	n/a	N	no	n/a
MONTAGU PRIVATE EQUITY LLP	n/a	n/a	n/a	N	yes	n/a
MONTAGU PRIVATE EQUITY SAS	n/a	n/a	n/a	Y	no	n/a
MONTAGU PRIVATE EQUITY SP. Z O.O.	n/a	n/a	n/a	Y	no	n/a
MPE (G.P. IV GENERAL PARNTER) LTD	n/a	n/a	n/a	Y	no	n/a
MPE (G.P. IV) LP	n/a	n/a	n/a	N	yes	n/a
MPE (G.P. V) LP	n/a	n/a	n/a	N	yes	n/a
MPE (G.P. VI) LP	n/a	n/a	n/a	N	yes	n/a
MPE (GENERAL PARTNER +) LIMITED	n/a	n/a	n/a	N	yes	n/a
MPE (GENERAL PARTNER V) LTD	n/a	n/a	n/a	N	yes	n/a
MPE (GENERAL PARTNER VI) LTD	n/a	n/a	n/a	N	yes	n/a
MPE (GP +) LP	n/a	n/a	n/a	N	yes	n/a
MPE (MANAGING PARTNER) LTD	n/a	n/a	n/a	N	yes	n/a
MPE COINVEST LIMITED	n/a	n/a	n/a	N	yes	n/a
MPE G.P. LIMITED	n/a	n/a	n/a	N	yes	n/a
MPE GP (EEA) VI SARL	n/a	n/a	n/a	N	yes	n/a
MPE GP (SCOTLAND) LTD	n/a	n/a	n/a	N	yes	n/a
MPE GP + S.A R.L.	n/a	n/a	n/a	N	yes	n/a
MPE MANAGER LUX SARL	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2023	Feb 26, 2024	$4.4B	$0	2	1	0	n/a	n/a
2022	Feb 9, 2023	$4.3B	$0	3	3	0	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	$4.4B	$4.3B	1.7%	n/a	n/a	2	3	0	0

Relationships

Controls (5)

← DENNING, LOUISE, NOELEOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Sep 9, 2022 to presentfactForm ADV
← HUDSON, ELEANOR, ELIZABETH MARYOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 9, 2022 to presentfactForm ADV
← Sassi, Adrien, Paul AndreOwnerPARTNER, ownership code NA, individual
Feb 9, 2023 to presentfactForm ADV
← MLLP HOLDINGS LTDOwnerOWNER, ownership code E, foreign entity
Sep 9, 2022 to presentfactForm ADV
← MONTAGU PRIVATE EQUITY LLPOwnerOWNER, ownership code E, foreign entity
Sep 9, 2022 to presentfactForm ADV

Dated events

Occurred
Feb 26, 2024
Regulatory AUM changed
Montagu Us Advisors Llc reported RAUM $4.4B, up 117% from $2.0B (2023-12-21 to 2024-02-26)
Form ADVobserved 6 days ago
$2.4B
Occurred
Dec 21, 2023
Regulatory AUM changed
Montagu Us Advisors Llc reported RAUM $2.0B, down 53% from $4.3B (2023-02-09 to 2023-12-21)
Form ADVobserved 6 days ago
$-2.3B
Occurred
Feb 9, 2023
Control person joined
Paul Andre Adrien Sassi (Director) appeared on Schedule A of Montagu Us Advisors Llc
Form ADVobserved 6 days ago
Occurred
Sep 9, 2022
First Form ADV filing
Montagu Us Advisors Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e8d1cecc-8055-66d4-4621-097a1a92a71c
First observed: Sep 9, 2022
Last observed: Feb 26, 2024 31 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MONTAGU US ADVISORS LLC

CRD 322469

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e8d1cecc-8055-66d4-4621-097a1a92a71c

Data as of Feb 26, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:44 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DENNING, LOUISE, NOELE

CHIEF FINANCIAL OFFICER

yes

04/2022

Sep 9, 2022

Feb 26, 2024

HUDSON, ELEANOR, ELIZABETH MARY

CHIEF COMPLIANCE OFFICER

yes

05/2022

Sep 9, 2022

Feb 26, 2024

MLLP HOLDINGS LTD

Owner

yes

02/2022

Sep 9, 2022

Feb 26, 2024

MONTAGU PRIVATE EQUITY LLP

Owner

yes

01/2003

Sep 9, 2022

Feb 26, 2024

Sassi, Adrien, Paul Andre

Partner

yes

02/2023

Feb 9, 2023

Feb 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MLLP HOLDINGS LIMITED

n/a

MONTAGU (FUNDING V) LIMITED

n/a

MONTAGU (FUNDING VI) LTD

n/a

MONTAGU GP COMMITMENT LP

n/a

MONTAGU LUXEMBOURG S.A.R.L

n/a

MONTAGU PRIVATE EQUITY GMBH

n/a

MONTAGU PRIVATE EQUITY LLP

n/a

yes

n/a

MONTAGU PRIVATE EQUITY SAS

n/a

MONTAGU PRIVATE EQUITY SP. Z O.O.

n/a

MPE (G.P. IV GENERAL PARNTER) LTD

n/a

MPE (G.P. IV) LP

n/a

yes

n/a

MPE (G.P. V) LP

n/a

yes

n/a

MPE (G.P. VI) LP

n/a

yes

n/a

MPE (GENERAL PARTNER +) LIMITED

n/a

yes

n/a

MPE (GENERAL PARTNER V) LTD

n/a

yes

n/a

MPE (GENERAL PARTNER VI) LTD

n/a

yes

n/a

MPE (GP +) LP

n/a

yes

n/a

MPE (MANAGING PARTNER) LTD

n/a

yes

n/a

MPE COINVEST LIMITED

n/a

yes

n/a

MPE G.P. LIMITED

n/a

yes

n/a

MPE GP (EEA) VI SARL

n/a

yes

n/a

MPE GP (SCOTLAND) LTD

n/a

yes

n/a

MPE GP + S.A R.L.

n/a

yes

n/a

MPE MANAGER LUX SARL

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Feb 26, 2024

$4.4B

n/a

2022

Feb 9, 2023

$4.3B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$4.4B

$4.3B

1.7%

n/a