Wednesday, October 21, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAsWM $20B Modera Wealth Management Launches AI Operating Platform

Private fund adviser · New York, NY

Montanova Capital, LLC

SEC-registered investment adviser · CRD 165153 · SEC 801-79962

At a glance

Montanova Capital, LLC is an SEC-registered investment adviser based in New York, New York, with $7.9 billion in regulatory assets under management as of its Form ADV filed July 1, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 719th of 4,686 private fund advisers and 1,588th of 17,210 SEC-registered advisers by assets.

Main office 212-702-5200montanova.comLinkedInAs filed on Form ADV

Regulatory AUM
$7.9B
Rank among private fund advisers
#719 of 4,686
Rank among all SEC RIAs
#1,588 of 17,210
Rank in New York
#409 of 2,591
Clients
10
Accounts
10
Discretionary
100% of AUM
Employees
23
Advisory staff
12
Offices
1

Owners and executives on its Form ADV

Custody and brokerage

Custodian

Montanova Capital, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.

Broker-dealer

No broker-dealer ties

Other RIAs with no broker-dealer ties

Who it serves

Client typeClientsRegulatory AUMShare
Pooled investment vehicles10$7.9B100%

Private funds

Montanova Capital, LLC reports 3 private funds with $7.8B in gross assets: hedge funds (Form ADV Item 7.B).

Disciplinary disclosures

Montanova Capital, LLC answers yes to 1 disclosure item in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for pooled investment vehicles

How it’s paid

  • A percentage of assets under management
  • Performance-based fees

Form ADV and brochures on the SEC’s adviser search ↗montanova.com ↗

AtlasMembers

The full record on Montanova Capital, LLC

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, ten years of filings
Locked
Growth over one, three and five years
Locked
Rank against 1,098 peers of its type and size
Locked
Owners and executives, with titles and stakes
3 namedLocked
Main office, fax and compliance officer
Locked
Filing changes this year, with alerts
2Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Montanova Capital, LLC manage?

Montanova Capital, LLC reports $7.9 billion in regulatory assets under management across 10 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 1, 2026.

What kind of firm is Montanova Capital, LLC?

Montanova Capital, LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.

Who are Montanova Capital, LLC’s clients?

By assets, its largest client types are pooled investment vehicles ($7.9 billion, 10 clients).

Does Montanova Capital, LLC manage private funds?

Yes. It reports 3 private funds with $7.8 billion in gross assets, including hedge funds.

Does Montanova Capital, LLC have any disciplinary history?

Montanova Capital, LLC answers yes to 1 disclosure item in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.

Where these numbers come from

Every figure is Montanova Capital, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-01), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →