MONTE CAPITAL GROUP LLC

Overview

Monte Capital Group LLC is a compact registered investment adviser that runs discretionary portfolios for wealthy individuals, families and select institutional clients. The firm favors liquid, exchange-traded exposure as its primary implementation vehicle and leans on outside managers for specialty allocations. Its service mix includes direct portfolio management for individuals and businesses and the selection and oversight of third‑party advisers, which points to a manager-of-managers approach for parts of client portfolios. Fee arrangements are flexible: Monte Capital Group uses percentages of AUM alongside hourly, fixed and performance-based fee structures. The firm does not position itself as an ESG investor and is not registered as a multi-state adviser. Its regulatory filing shows adviser activity consistent with active allocation decisions across public equities, fixed income and third‑party alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices