Asset manager · London, United Kingdom
Monterone Partners LLP
SEC-registered investment adviser · CRD 285926 · SEC 801-111631
At a glance
Monterone Partners LLP is an SEC-registered investment adviser based in London, United Kingdom, with $195 million in regulatory assets under management as of its Form ADV filed June 17, 2026. Its largest client group by assets is corporations or other businesses. By Form ADV it is a asset manager, ranked 2,117th of 3,218 asset managers and 12,355th of 17,210 SEC-registered advisers by assets.
Main office +4402037635403monteronepartners.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $195M
- Rank among asset managers
- #2,117 of 3,218
- Rank among all SEC RIAs
- #12,355 of 17,210
- Clients
- 8
- Accounts
- 8
- Discretionary
- 100% of AUM
- Employees
- 5
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Markus W. TarabaChief Executive Officer, Partner
- Phillip G. ChappleChief Operating Officer, Chief Compliance Officer, Partner
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Corporations or other businesses | 4 | $106M | 54% |
| Other | 1 | $73M | 37% |
| Pooled investment vehicles | 3 | $16M | 8% |
Private funds
Monterone Partners LLP reports 1 private funds with $16M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Monterone Partners LLP reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗monteronepartners.com ↗
AtlasMembers
The full record on Monterone Partners LLP
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, 8 years of filings
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- Growth over one, three and five years
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- Rank against 790 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Monterone Partners LLP manage?
Monterone Partners LLP reports $195 million in regulatory assets under management across 8 accounts, 100% of it on a discretionary basis, on its Form ADV filed June 17, 2026.
What kind of firm is Monterone Partners LLP?
Monterone Partners LLP is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Monterone Partners LLP’s clients?
By assets, its largest client types are corporations or other businesses ($106 million, 4 clients); other ($73 million, 1 clients); pooled investment vehicles ($16 million, 3 clients).
Does Monterone Partners LLP manage private funds?
Yes. It reports 1 private funds with $16 million in gross assets, including hedge funds.
Does Monterone Partners LLP have any disciplinary history?
Monterone Partners LLP reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Monterone Partners LLP’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 (2026-06-17), 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 →