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Montserrat Global Advisers, LP (New York)


Montserrat Global Advisers, LP is a mid-sized advisory firm based in New York. It manages $32.86 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of New York.

Montserrat Global Advisers provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Montserrat Global Advisers: assets under management

The assets under management (AUM) of Montserrat Global Advisers, LP is $32.86 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $32.86 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $8.21 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Montserrat Global Advisers, LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Montserrat Global Advisers, LP performs its advisory services is located at 535 Fifth Avenue, New York, NY 10017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 646-998-6475 or by fax 646-998-6471. The normal business hours are 9:00 am-5:00 pm on Monday - Friday.


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