MONTEREY MANAGEMENT GROUP LP
MONTEREY MANAGEMENT GROUP LP of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 152453). Regulatory assets under management: $414.0M.
Registration
- CRD: 152453
- SEC file number: 801-70945
- Type: Registered investment adviser
- Location: PIER 5, THE EMBARCADERO, SUITE 101, SAN FRANCISCO, CA, 94111
- Phone: 415.399.5330
- Latest filing: 2015-06-12
- Regulatory AUM: $414.0M
- Discretionary AUM: $414.0M
- Clients: 42
- Accounts: 1
Officers, owners & control persons (7)
| Name | Role | Location |
|---|
| SIMONS NATHANIEL | CHAIRMAN/ MANAGING DIRECTOR; CHAIRMAN/ MANAGING DIRECTOR OF GENERAL PARTNER; CHAIRMAN/ SENIOR MANAGING DIRECTOR OF GENERAL PARTNER (+1 more) | — |
| ZIERK DAVID KENNETH | CO-PRESIDENT/ MANAGING DIRECTOR; CO-PRESIDENT/MANAGING DIRECTOR; CO-PRESIDENT/ MANAGING DIRECTOR OF GENERAL PARTNER (+2 more) | — |
| BAXTER-SIMONS LAURA JANE | CHIEF COMPLIANCE OFFICER AND CHIEF LEGAL OFFICER; CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL; TRUSTEE | — |
| MINDICH MARK JASON | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER OF GENERAL PARTNER | — |
| MAGARO ALEX RICHARD | CO-PRESIDENT/ MANAGING DIRECTOR; CO-PRESIDENT/MANAGING DIRECTOR; CO-PRESIDENT/ MANAGING DIRECTOR OF GENERAL PARTNER (+2 more) | — |
| MAWJI ARIF AMIRALI | LIMITED PARTNER | — |
| KAPLAN JOSEPH MEGER | LIMITED PARTNER | — |
Private funds (1)
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|
| MONTEREY INVESTORS LLC | Hedge Fund | — | 6 | $414.0M | $1.0M |
Fund service providers (1)
- administrator: THE BANK OF NEW YORK MELLON
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