Mont Ai

Overview

Mont Ai is a small limited-liability advisory firm that provides portfolio management services to individuals, families and small businesses. The firm operates on a fixed-fee basis and focuses on managing public equity exposure rather than ESG-themed strategies. Filings classify the business as an LLC with both a domestic-entity and individual ownership structure; it does not identify itself as a capital allocator, pension consultant, related adviser or newly formed adviser.

Assets & Accounts

Public Holdings

Location & Offices