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MONTAGU US ADVISORS LLC

NEW YORK, NY · CRD 322469 · IAPD ↗ · montagu.com · 16465687321

$4.40BRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

55
November 2024 — MONTAGU US ADVISORS LLC (NEW YORK, NY) left the SEC roster (was $4.40B RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
65
March 2024 — MONTAGU US ADVISORS LLC reported RAUM up 117% ($2.03B -> $4.40B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.