# MONTEREY MANAGEMENT GROUP LP

MONTEREY MANAGEMENT GROUP LP of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 152453
- Type: SEC-registered investment adviser
- SEC file number: 801-70945
- 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](https://search.stillhousedata.com/person/733856) | CHAIRMAN/ MANAGING DIRECTOR; CHAIRMAN/ MANAGING DIRECTOR OF GENERAL PARTNER; CHAIRMAN/ SENIOR MANAGING DIRECTOR OF GENERAL PARTNER (+1 more) | — |
| [ZIERK DAVID KENNETH](https://search.stillhousedata.com/person/795530) | CO-PRESIDENT/ MANAGING DIRECTOR; CO-PRESIDENT/MANAGING DIRECTOR; CO-PRESIDENT/ MANAGING DIRECTOR OF GENERAL PARTNER (+2 more) | — |
| [BAXTER-SIMONS LAURA JANE](https://search.stillhousedata.com/person/795531) | CHIEF COMPLIANCE OFFICER AND CHIEF LEGAL OFFICER; CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL; TRUSTEE | — |
| [MINDICH MARK JASON](https://search.stillhousedata.com/person/795532) | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER OF GENERAL PARTNER | — |
| [MAGARO ALEX RICHARD](https://search.stillhousedata.com/person/795533) | CO-PRESIDENT/ MANAGING DIRECTOR; CO-PRESIDENT/MANAGING DIRECTOR; CO-PRESIDENT/ MANAGING DIRECTOR OF GENERAL PARTNER (+2 more) | — |
| [MAWJI ARIF AMIRALI](https://search.stillhousedata.com/person/795534) | LIMITED PARTNER | — |
| [KAPLAN JOSEPH MEGER](https://search.stillhousedata.com/person/795536) | LIMITED PARTNER | — |


## Private funds (1)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| MONTEREY INVESTORS LLC | Hedge Fund | — | 6 | $414.0M | $1.0M |


## Fund service providers (1)

- administrator: THE BANK OF NEW YORK MELLON

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152453/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152453/similar
- Related entities: https://search.stillhousedata.com/firm/152453/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152453

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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.