Montanova Capital, LLC

RIASEC RegisteredEst. 2014

Total AUM

$7.9B

Discretionary

$7.9B

100% of AUM

Avg account

$787M

Accounts

10

Employees

23

Advisory reps

3

Firm details

Headquarters: New York, New York
CRD number: 165153
Registered since: June 26, 2014
Website: www.suvcap.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Montanova Capital, LLC is an SEC-registered hedge fund manager (registered in 2014) that serves institutional clients. The firm operates as a CPO/CTA and provides portfolio management for pooled investment vehicles; it also acts as sponsor, general partner, or managing member for such vehicles. Compensation typically combines an asset-based fee with performance-based fees. Montanova is not an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

3 of 3

Aaron Cowen
Chief Investment OfficerCRD 2564353
Glenn Shepard
CFOCRD 6048263
Andrew Nathanson
General Counsel & Chief Compliance OfficerCRD 6156659

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 2

Active vs passive

$94M in ETFs

Passive

0%

$0

Active

53%

$94M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ADVISORSHARES PURE US CANNABIS ETF (MSOS)	AdvisorShares	Active	Miscellaneous Sector	$49.5M	9,738,524	52.63%

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Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: New York
Address: 11 E 26th St
Time zone: ET (UTC-5)
Office locations

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