Director of Terra Partners Asset Management Limited · Terra Partners Asset Management
Filip Montfort
CRD 6162861 · Named on Form ADV at one SEC-registered adviser
At a glance
Terra Partners Asset Management, an SEC-registered private fund adviser based in Naxxar, Malta with $267 million in regulatory assets, lists Filip Montfort on its Form ADV as Director of Terra Partners Asset Management Limited, a control person.
Firms and roles
- Terra Partners Asset ManagementDirector of Terra Partners Asset Management LimitedPrivate fund adviser · Naxxar, Malta · $267M in regulatory assets
AtlasMembers
Filip’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (6)
- Howard I. GoldenPortfolio Manager of Terra Partners Asset Management Limited, Terra Partners Asset Management
- Mario ZvacDirector of Operations of Terra Partners Asset Management Limited, Terra Partners Asset Management
- Jane ShahmaneshChief Compliance Officer for US, Terra Partners Asset Management
- Yarden MariumaChief Investment Advisor of Terra Partners Asset Management Limited, Terra Partners Asset Management
- Joseph J. PortelliDirector of Terra Partners Asset Management Limited, Terra Partners Asset Management
1 more person named with Filip on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Filip’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.