Monterone Partners LLP

RIASEC RegisteredEst. 2017
Total AUM
$195M
Discretionary
$195M
100% of AUM
Avg account
$24.4M
Accounts
8
Employees
5
Advisory reps
2

Firm details

Headquarters
London,
CRD number
285926
Registered since
September 6, 2017
Custodians
PICTET & CIE
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Corporations / Businesses54.11%
  • Other37.47%
  • Pooled Investment Vehicles8.41%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Monterone Partners LLP is a limited liability partnership operating as a hedge-fund style adviser that is SEC-registered since 2017. The firm serves institutional clients and combines portfolio management for pooled investment vehicles with direct portfolio management for businesses or institutions. It also performs CPO/CTA functions and acts as sponsor, general partner, or managing member of pooled vehicles. Ownership includes both an individual and a foreign entity. Compensation follows a mixed model of a percentage-of-assets fee plus performance-based fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Owners & executives

2 of 2
  • Phillip Chapple

    Phillip Chapple

    COOCRD 6726463

  • Markus Taraba

    CEO & Portfolio ManagerCRD 6726477

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
15 Stratton Street
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth