# MONTGOMERY CAPITAL ADVISORS LLC

MONTGOMERY CAPITAL ADVISORS LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 138148
- Type: SEC-registered investment adviser
- SEC file number: 801-64964
- Location: 250 WEST 55TH STREET, 17TH FLOOR, NEW YORK, NY, 10019
- Phone: 212-201-7911
- Latest filing: 2026-06-16
- Regulatory AUM: $130.1M
- Discretionary AUM: $130.1M
- Clients: 2
- Accounts: 80

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| [Mark Julian Montgomery](https://search.stillhousedata.com/person/661018) | PRESIDENT, MANAGING MEMBER | — |
| [Stephen John Kinsella](https://search.stillhousedata.com/person/661019) | CHIEF COMPLIANCE OFFICER, MEMBER | — |
| [HALE PATRICIA JOY](https://search.stillhousedata.com/person/754498) | MEMBER | — |
| [MONTGOMERY MARK JULIAN](https://search.stillhousedata.com/person/754499) | PRESIDENT; PRESIDENT, MANAGING MEMBER | — |
| [MCTIGHE LUKE JOSEPH](https://search.stillhousedata.com/person/754500) | CHIEF COMPLIANCE OFFICER | — |
| [KINSELLA STEPHEN JOHN](https://search.stillhousedata.com/person/754501) | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, MEMBER; MEMBER | — |
| [THORNE MYRTLE](https://search.stillhousedata.com/person/771518) | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/138148/brochure
- Similar advisers: https://search.stillhousedata.com/firm/138148/similar
- Related entities: https://search.stillhousedata.com/firm/138148/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/138148

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.