MONTAGE INVESTMENTS, LLC
MONTAGE INVESTMENTS, LLC of LEAWOOD, KS is an SEC-registered investment adviser (CRD 152607). Regulatory assets under management: $35.8M.
Registration
- CRD: 152607
- SEC file number: 801-71142
- Type: Registered investment adviser
- Location: 11300 TOMAHAWK CREEK PARKWAY, SUITE 200, LEAWOOD, KS, 66211
- Phone: 913-647-9700
- Latest filing: 2016-07-13
- Regulatory AUM: $35.8M
- Discretionary AUM: $35.8M
- Clients: 48
- Accounts: 12
Officers, owners & control persons (7)
| Name | Role | Location |
|---|
| BICKNELL MARTIN CHRISTOPHER | CHIEF EXECUTIVE OFFICER; ELECTED MANAGER; TRUSTEE | — |
| HENSON GARY PAUL | CHIEF INVESTMENT OFFICER; PRESIDENT/CHIEF INVESTMENT OFFICER | — |
| FREEMAN WILLIAM ALLEN | TRUSTEE | — |
| PERRY BRADEN MARTIN | CHIEF COMPLIANCE OFFICER | — |
| VOHLAND CHERYL RENEE | CHIEF COMPLIANCE OFFICER; CHIEF STRATEGY OFFICER | — |
| PLEVIAK ANNE JENELLE | CHIEF COMPLIANCE OFFICER | — |
| DORIAN ANNE JENELLE | CHIEF COMPLIANCE OFFICER | — |
Private funds (1)
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|
| MONTAGE SEED CAPITAL, LLC | Private Equity Fund | — | 14 | $4.5M | $100K |
Fund service providers (1)
- administrator: NAV CONSULTING INC.
More on this firm