Montrose Advisors Incorporated
montroseadvisors.com Limited partner
Montrose Advisors is an investment advisor to individuals, families, foundations, and trusts, offering investment programs including index-based portfolios and alternatives portfolio management. It manages client assets and provides advice on alternative investments.
Montrose Advisors Incorporated is an asset manager headquartered in New York, United States, founded in 1992. It invests in funds as a limited partner, through fund commitments, in alternative investments.
“In consultation with the client, we build eclectic portfolios of alternative investments.”
— Montrose Advisors Incorporated, own website
- Layer
- Limited partner
- Type
- Asset manager
- Stage
- Funds
- Headquarters
- New York, United States
- Sectors
- alternative investments
- Founded
- 1992
Team, as Montrose Advisors Incorporated publishes it
- Kenneth Lubbock Executive Chairman and Director
- Angus Lubbock President, Treasurer and Director
- Lois McNaughton Vice President and Compliance Officer
- Lisa Train Secretary and Director
- Kristy Riggio Associate
- Gregory M. Macosko Director
- Julia Lubbock Office Manager
Names and roles exactly as listed on montroseadvisors.com. Nothing else about these people is recorded.
Where this comes from
Every fact above was read from a page Montrose Advisors Incorporated publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.
- https://www.montroseadvisors.com/name, is_investor, type, hq_country, hq_city, description, founded, status
- https://www.montroseadvisors.com/alternatives-portfolio-managementlayer, type, stage_min, stage_max, sectors, thesis_quote
- https://www.montroseadvisors.com/our-teampeople
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Record 4078 · added 2026-09-03 · link last verified 2026-10-21 · confidence high
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